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First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $341M invested in First Trust US Equity Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 77 reducing their positions, and 14 closing their positions.

Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
38
Reduced
77
Closed
14
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Shares
Change %
SG
101
StoneX Group
New York
$235K -$7.82K -93 -3%
OC
102
Oppenheimer & Co
New York
$228K -$8.24K -98 -3%
WI
103
Wintrust Investments
Illinois
$228K -$38.3K -456 -14%
MCC
104
Money Concepts Capital
Florida
$226K -$1.94K -95 -0.8%
AI
105
Accredited Investors
Minnesota
$223K
OFS
106
OneAscent Financial Services
Alabama
$221K -$20.1K -240 -8%
Citigroup
107
Citigroup
New York
$221K +$29.8K +355 +16%
WP
108
WealthPLAN Partners
Nebraska
$219K +$1.01K +12 +0.5%
KFA
109
Kapstone Financial Advisors
Ohio
$217K
LAM
110
LifePro Asset Management
California
$215K
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$205K +$205K +2,437 New
AP
112
Appleton Partners
Massachusetts
$203K +$203K +2,416 New
Kayne Anderson Rudnick Investment Management
113
Kayne Anderson Rudnick Investment Management
California
$172K
PWMG
114
Prestige Wealth Management Group
New Jersey
$139K
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$135K -$27.2K -318 -17%
PTC
116
Private Trust Company
Ohio
$113K -$81.3K -967 -42%
GWM
117
Geneos Wealth Management
Colorado
$103K -$16.8K -200 -14%
WT
118
Whittier Trust
California
$96.2K +$588 +7 +0.6%
ST
119
Smithfield Trust
Pennsylvania
$96K -$10K -120 -9%
SWM
120
Spire Wealth Management
Virginia
$94.5K +$10.3K +122 +12%
CHC
121
City Holding Co
West Virginia
$75.6K
AWM
122
Avior Wealth Management
Nebraska
$68.1K +$84 +1 +0.1%
ACA
123
Atlas Capital Advisors
Wyoming
$54.6K
HCP
124
Hexagon Capital Partners
Arkansas
$51.6K -$3.03K -36 -6%
GWSG
125
GPS Wealth Strategies Group
Colorado
$51.5K +$51.5K +613 New