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First Trust US Equity Opportunities ETF

152 hedge funds and large institutions have $331M invested in First Trust US Equity Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 67 reducing their positions, and 23 closing their positions.

Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
24
Reduced
67
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
76
RDA Financial Network
Iowa
$474K -$23.5K -280 -5%
IRC
77
Investors Research Corp
Georgia
$434K +$10.4K +124 +2%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$432K -$10.4K -124 -2%
BRWA
79
B. Riley Wealth Advisors
Florida
$411K -$10.1K -120 -2%
MSAM
80
Moloney Securities Asset Management
Missouri
$400K +$11.4K +136 +3%
CIBC World Market
81
CIBC World Market
Ontario, Canada
$381K -$58.7K -699 -13%
IGWM
82
ICA Group Wealth Management
Colorado
$380K +$380K +4,560 New
AWM
83
Accel Wealth Management
Iowa
$377K -$97.9K -1,166 -21%
JIP
84
Jaffetilchin Investment Partners
Florida
$352K +$84 +1 +0%
GIA
85
Gladstone Institutional Advisory
Florida
$348K +$84 +1 +0%
Creative Planning
86
Creative Planning
Kansas
$346K -$35.3K -420 -9%
CAM
87
Cresset Asset Management
Illinois
$344K -$14.6K -174 -4%
ICG
88
InterOcean Capital Group
Tennessee
$327K
IF
89
Intrua Financial
Texas
$316K -$8.31K -99 -3%
BAWC
90
Boyce & Associates Wealth Consulting
Texas
$299K
Fidelity Investments
91
Fidelity Investments
Massachusetts
$289K +$1.18K +14 +0.4%
LT
92
Legacy Trust
Michigan
$280K
PG
93
Patten Group
Tennessee
$255K -$2.94K -35 -1%
RA
94
RFG Advisory
Alabama
$252K +$252K +2,997 New
TSS
95
Two Sigma Securities
New York
$250K +$250K +2,978 New
PWM
96
Purus Wealth Management
California
$239K
FCM
97
Family Capital Management
Michigan
$235K -$36.5K -435 -13%
MCC
98
Money Concepts Capital
Florida
$235K
OC
99
Oppenheimer & Co
New York
$231K +$3.11K +37 +1%
AF
100
Allworth Financial
California
$231K