FPX icon

First Trust US Equity Opportunities ETF

131 hedge funds and large institutions have $508M invested in First Trust US Equity Opportunities ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
131
Holders Change
โ€“
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
17
Increased
57
Reduced
33
Closed
15
Calls
โ€“
Puts
โ€“
Net Calls
โ€“
Net Calls Change
โ€“
Name Holding Trade Value Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
101
Kayne Anderson Rudnick Investment Management
California
$160K +$160K +2,050 New
US Bancorp
102
US Bancorp
Minnesota
$151K +$56.8K +729 +60%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$120K +$36.7K +472 +44%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$118K +$39.2K +502 +50%
HNB
105
Huntington National Bank
Ohio
$110K -$65K โ€“ โ€“
AIP
106
Ameritas Investment Partners
Nebraska
$94K +$54.7K +705 +139%
GWM
107
Geneos Wealth Management
Colorado
$91K +$35.8K +464 +65%
CHC
108
City Holding Co
West Virginia
$82K โ€“ โ€“ โ€“
SMFS
109
Squar Milner Financial Services
California
$47K โ€“ โ€“ โ€“
QCIG
110
Quad-Cities Investment Group
Iowa
$43K +$34.7K +438 +421%
FHA
111
Flagship Harbor Advisors
Massachusetts
$42K +$77 +1 +0.2%
William Blair & Company
112
William Blair & Company
Illinois
$35K โ€“ โ€“ โ€“
SSB
113
Sandy Spring Bank
Maryland
$31K โ€“ โ€“ โ€“
RWA
114
Redhawk Wealth Advisors
Minnesota
$20K +$20K +252 New
WOC
115
West Oak Capital
California
$19K โ€“ โ€“ โ€“
JCM
116
Jacobi Capital Management
Pennsylvania
$19K โ€“ โ€“ โ€“
IWA
117
Intercontinental Wealth Advisors
Texas
$14K โ€“ โ€“ โ€“
RIA
118
Realta Investment Advisors
Delaware
$13K +$13K +169 New
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$12K โ€“ โ€“ โ€“
BWM
120
Baystate Wealth Management
Massachusetts
$11K โ€“ โ€“ โ€“
CIA
121
Cascade Investment Advisors
Oregon
$10.9K +$10.9K +140 New
LWM
122
Liberty Wealth Management
California
$8K +$8K +103 New
CAL
123
Capital Analysts LLC
Pennsylvania
$7K โ€“ โ€“ โ€“
FHA
124
First Horizon Advisors
Tennessee
$7K +$69 +1 +1%
BlackRock
125
BlackRock
New York
$6K โ€“ โ€“ โ€“