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First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $360M invested in First Trust US Equity Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 83 reducing their positions, and 16 closing their positions.

Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
30
Reduced
83
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
76
Impact Partnership Wealth
Georgia
$485K +$9.21K +87 +2%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$480K -$147K -1,390 -23%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$455K -$349K -3,300 -43%
AWM
79
Accel Wealth Management
Iowa
$443K -$30.5K -288 -6%
Creative Planning
80
Creative Planning
Kansas
$436K +$106 +1 +0%
JIP
81
Jaffetilchin Investment Partners
Florida
$434K +$106 +1 +0%
ICG
82
InterOcean Capital Group
Tennessee
$412K
BRWA
83
B. Riley Wealth Advisors
Florida
$411K +$84K +1,000 +26%
CIBC World Market
84
CIBC World Market
Ontario, Canada
$386K -$65K -614 -14%
RA
85
RFG Advisory
Alabama
$384K +$62.1K +587 +19%
BAWC
86
Boyce & Associates Wealth Consulting
Texas
$377K +$106 +1 +0%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$374K -$2.22K -21 -0.6%
CAM
88
Cresset Asset Management
Illinois
$358K
LT
89
Legacy Trust
Michigan
$352K
APWA
90
Atlas Private Wealth Advisors
New Jersey
$334K -$365K -3,447 -52%
PG
91
Patten Group
Tennessee
$324K +$6.98K +66 +2%
AOG
92
Alpha Omega Group
Virginia
$311K +$5.61K +53 +2%
WS
93
Wedbush Securities
California
$311K -$638K -6,032 -67%
AF
94
Allworth Financial
California
$300K +$8.99K +85 +3%
SMC
95
Smith, Moore & Co
Missouri
$299K +$51.1K +483 +21%
AI
96
Accredited Investors
Minnesota
$280K
IF
97
Intrua Financial
Texas
$279K -$31.7K -300 -10%
MCC
98
Money Concepts Capital
Florida
$275K
AWM
99
AE Wealth Management
Kansas
$274K -$1.53M -14,490 -85%
SG
100
StoneX Group
New York
$270K -$58.8K -556 -18%