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First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $330M invested in First Trust US Equity Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 26 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
26
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
76
RFG Advisory
Alabama
$431K +$12.9K +117 +3%
TWM
77
TCFG Wealth Management
California
$428K +$428K +3,883 New
AAS
78
Avantax Advisory Services
Texas
$425K -$278K -2,523 -40%
FCP
79
Fidelis Capital Partners
Florida
$422K +$422K +4,620 New
EA
80
Eclectic Associates
California
$399K +$399K +3,622 New
BAWC
81
Boyce & Associates Wealth Consulting
Texas
$393K
LT
82
Legacy Trust
Michigan
$367K
BRWA
83
B. Riley Wealth Advisors
Florida
$365K -$12.4K -113 -3%
SG
84
StoneX Group
New York
$354K +$87.2K +791 +33%
CIBC World Market
85
CIBC World Market
Ontario, Canada
$345K -$25.4K -231 -7%
AA
86
Advisory Alpha
Michigan
$344K -$92.2K -836 -21%
Corient Private Wealth
87
Corient Private Wealth
Florida
$340K -$247K -2,240 -42%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$336K -$42.3K -384 -11%
TSWM
89
Tyler-Stone Wealth Management
Ohio
$327K +$164K +1,485 +100%
PG
90
Patten Group
Tennessee
$327K -$13.2K -120 -4%
AOG
91
Alpha Omega Group
Virginia
$325K +$331 +3 +0.1%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$321K +$92.2K +837 +40%
CAM
93
Cresset Asset Management
Illinois
$313K -$79.1K -718 -20%
AF
94
Allworth Financial
California
$303K
SMC
95
Smith, Moore & Co
Missouri
$300K -$12.1K -110 -4%
AWM
96
Accel Wealth Management
Iowa
$298K -$88.5K -803 -23%
WS
97
Wedbush Securities
California
$292K
AI
98
Accredited Investors
Minnesota
$292K
FCM
99
Family Capital Management
Michigan
$280K
OC
100
Oppenheimer & Co
New York
$266K +$14.4K +131 +6%