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First Trust US Equity Opportunities ETF

185 hedge funds and large institutions have $364M invested in First Trust US Equity Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
40
Reduced
64
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
76
Pinnacle Family Advisors
Missouri
$457K +$457K +3,823 New
SWP
77
Stratos Wealth Partners
Ohio
$453K -$78.5K -657 -15%
RA
78
RFG Advisory
Alabama
$452K -$15.8K -132 -3%
BOSSRA
79
B.O.S.S. Retirement Advisors
Utah
$445K +$445K +3,726 New
BAWC
80
Boyce & Associates Wealth Consulting
Texas
$426K
TWM
81
TCFG Wealth Management
California
$425K -$38.7K -324 -8%
LT
82
Legacy Trust
Michigan
$398K
EWA
83
EverSource Wealth Advisors
Alabama
$391K +$391K +3,268 New
BRWA
84
B. Riley Wealth Advisors
Florida
$375K -$22.9K -192 -6%
CAGAS
85
Capital Advisory Group Advisory Services
Minnesota
$371K -$173K -1,449 -32%
PG
86
Patten Group
Tennessee
$366K +$11.5K +96 +3%
AF
87
Allworth Financial
California
$361K
CIBC World Market
88
CIBC World Market
Ontario, Canada
$358K -$16.3K -136 -4%
TSWM
89
Tyler-Stone Wealth Management
Ohio
$355K +$120 +1 +0%
CAM
90
Cresset Asset Management
Illinois
$340K +$120 +1 +0%
Corient Private Wealth
91
Corient Private Wealth
Florida
$332K -$36.5K -305 -10%
SMC
92
Smith, Moore & Co
Missouri
$332K +$7.17K +60 +2%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$327K -$37.3K -312 -10%
IAA
94
Independent Advisor Alliance
North Carolina
$323K +$323K +2,704 New
AAS
95
Avantax Advisory Services
Texas
$320K -$141K -1,181 -31%
AI
96
Accredited Investors
Minnesota
$317K
PFA
97
Pure Financial Advisors
California
$300K +$300K +2,510 New
WIA
98
World Investment Advisors
California
$292K +$12K +100 +4%
SG
99
StoneX Group
New York
$290K -$93.9K -786 -24%
MCC
100
Money Concepts Capital
Florida
$286K