FPX icon

First Trust US Equity Opportunities ETF

143 hedge funds and large institutions have $602M invested in First Trust US Equity Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+8
Holders Change %
+5.93%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
31
Increased
53
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSAM
101
Moloney Securities Asset Management
Missouri
$259K +$259K +3,225 New
BRWM
102
B. Riley Wealth Management
Tennessee
$240K +$1.77K +22 +0.7%
CFGS
103
Concourse Financial Group Securities
Alabama
$237K +$145K +1,800 +157%
RJT
104
Raymond James Trust
Florida
$233K
GWM
105
Geneos Wealth Management
Colorado
$231K +$105K +1,305 +84%
CWA
106
Capital Wealth Alliance
Arizona
$224K +$224K +2,706 New
US Bancorp
107
US Bancorp
Minnesota
$213K +$34.8K +434 +20%
PWA
108
Peterson Wealth Advisors
Utah
$210K +$210K +2,609 New
ZB
109
Zions Bancorporation
Utah
$209K
CF
110
Centaurus Financial
California
$204K -$298K -3,717 -59%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$202K +$202K +2,516 New
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$190K +$161 +2 +0.1%
Kayne Anderson Rudnick Investment Management
113
Kayne Anderson Rudnick Investment Management
California
$165K
AIP
114
Ameritas Investment Partners
Nebraska
$110K +$3.29K +41 +3%
SFPG
115
Stonebridge Financial Planning Group
Florida
$96K +$96K +1,200 New
CIA
116
Cascade Investment Advisors
Oregon
$84.4K
CHC
117
City Holding Co
West Virginia
$84K
TI
118
tru Independence
Oregon
$84K +$84K +1,335 New
CTC
119
Central Trust Company
Missouri
$76K +$76K +950 New
HNB
120
Huntington National Bank
Ohio
$70K -$66K
EW
121
Evoke Wealth
California
$66.8K +$66.8K +784 New
GT
122
Glenmede Trust
Pennsylvania
$60K
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$52K -$105K -1,317 -67%
SMFS
124
Squar Milner Financial Services
California
$48K +$48K +600 New
HF
125
Halpern Financial
Virginia
$45.8K +$45.8K +570 New