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First Trust US Equity Opportunities ETF

166 hedge funds and large institutions have $402M invested in First Trust US Equity Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 79 reducing their positions, and 9 closing their positions.

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
24
Reduced
79
Closed
9
Calls
$115K
Puts
$86K
Net Calls
+$29K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
76
Investors Research Corp
Georgia
$533K +$37.1K +387 +7%
CAGAS
77
Capital Advisory Group Advisory Services
Minnesota
$523K -$115K -1,200 -18%
IGWM
78
ICA Group Wealth Management
Colorado
$505K +$67.8K +707 +16%
MSAM
79
Moloney Securities Asset Management
Missouri
$438K -$18.7K -195 -4%
IPW
80
Impact Partnership Wealth
Georgia
$432K -$1.09M -11,398 -72%
AWM
81
Accel Wealth Management
Iowa
$429K -$959 -10 -0.2%
CIBC World Market
82
CIBC World Market
Ontario, Canada
$409K -$26.4K -275 -6%
Creative Planning
83
Creative Planning
Kansas
$395K
JIP
84
Jaffetilchin Investment Partners
Florida
$393K -$8.54K -89 -2%
BRWA
85
B. Riley Wealth Advisors
Florida
$374K -$95.9K -1,000 -20%
ICG
86
InterOcean Capital Group
Tennessee
$373K
BAWC
87
Boyce & Associates Wealth Consulting
Texas
$342K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$341K -$152K -1,583 -31%
CAM
89
Cresset Asset Management
Illinois
$324K -$68.7K -716 -17%
LT
90
Legacy Trust
Michigan
$319K
SG
91
StoneX Group
New York
$298K +$48.6K +507 +19%
RA
92
RFG Advisory
Alabama
$292K +$4.51K +47 +2%
PG
93
Patten Group
Tennessee
$287K -$4.32K -45 -1%
IF
94
Intrua Financial
Texas
$282K -$78.6K -820 -22%
AOG
95
Alpha Omega Group
Virginia
$277K +$277K +2,889 New
AWM
96
Apollon Wealth Management
South Carolina
$274K +$274K +2,860 New
GIA
97
Gladstone Institutional Advisory
Florida
$273K -$125K -1,302 -31%
OC
98
Oppenheimer & Co
New York
$264K
AF
99
Allworth Financial
California
$264K
CCA
100
Cottonwood Capital Advisors
Utah
$262K