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First Trust US Equity Opportunities ETF

127 hedge funds and large institutions have $398M invested in First Trust US Equity Opportunities ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+8
Holders Change %
+6.72%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
38
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMFS
101
Squar Milner Financial Services
California
$37K
PG
102
Patten Group
Tennessee
$34K
GWM
103
Geneos Wealth Management
Colorado
$33K -$11.3K -185 -26%
AIP
104
Ameritas Investment Partners
Nebraska
$31K
William Blair & Company
105
William Blair & Company
Illinois
$28K +$28K +447 New
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$25K -$77.7K -1,268 -76%
SSB
107
Sandy Spring Bank
Maryland
$25K
CA
108
Claro Advisors
Massachusetts
$22K +$22K +290 New
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$19K +$3.82K +63 +25%
MOS
110
MGO One Seven
Ohio
$18K +$18K +293 New
WOC
111
West Oak Capital
California
$15.5K
JCM
112
Jacobi Capital Management
Pennsylvania
$15K -$22.5K -366 -60%
HR
113
Howe & Rusling
New York
$13K +$13K +207 New
FTI
114
Fiduciary Trust International
Massachusetts
$13K +$13K +394 New
ASN
115
Advisory Services Network
Georgia
$11K +$6.11K +100 +125%
IWA
116
Intercontinental Wealth Advisors
Texas
$11K +$11K +180 New
BWM
117
Baystate Wealth Management
Massachusetts
$10K
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$9K
FHA
119
First Horizon Advisors
Tennessee
$9K +$947 +16 +12%
QCIG
120
Quad-Cities Investment Group
Iowa
$6K +$58 +1 +1%
BlackRock
121
BlackRock
New York
$5K
FGC
122
Financial Gravity Companies
Texas
$3K +$3K +47 New
CIAS
123
Capital Investment Advisory Services
North Carolina
$1K +$1K +20 New
EFSCE
124
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +20 New
TWM
125
Titus Wealth Management
California
$312 +$312 +5,028 New