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First Trust US Equity Opportunities ETF

160 hedge funds and large institutions have $362M invested in First Trust US Equity Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 16 closing their positions.

Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
33
Reduced
67
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
101
Purus Wealth Management
California
$251K -$99.4K -1,127 -28%
CCA
102
Cottonwood Capital Advisors
Utah
$249K
MCC
103
Money Concepts Capital
Florida
$246K -$731K -8,292 -75%
AF
104
Allworth Financial
California
$242K +$237K +2,684 +4,129%
OC
105
Oppenheimer & Co
New York
$239K
AI
106
Accredited Investors
Minnesota
$234K
KFA
107
Kapstone Financial Advisors
Ohio
$229K -$17.6K -187 -7%
IF
108
Integrity Financial
Wyoming
$227K -$1.31M -14,883 -85%
AWM
109
Apollon Wealth Management
South Carolina
$216K +$216K +2,454 New
AP
110
Appleton Partners
Massachusetts
$213K
TI
111
tru Independence
Oregon
$206K +$206K +2,340 New
CB
112
Commerce Bank
Missouri
$203K +$203K +2,301 New
Citigroup
113
Citigroup
New York
$198K -$33.5K -380 -14%
VF
114
VitalStone Financial
Texas
$188K -$926K -10,883 -83%
Kayne Anderson Rudnick Investment Management
115
Kayne Anderson Rudnick Investment Management
California
$181K
PWMG
116
Prestige Wealth Management Group
New Jersey
$146K
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$140K
TSWM
118
Tyler-Stone Wealth Management
Ohio
$131K +$131K +1,485 New
PTC
119
Private Trust Company
Ohio
$119K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$115K +$60.9K +691 +114%
WP
121
WealthPLAN Partners
Nebraska
$113K -$117K -1,324 -51%
WT
122
Whittier Trust
California
$101K +$176 +2 +0.2%
ST
123
Smithfield Trust
Pennsylvania
$101K
GWM
124
Geneos Wealth Management
Colorado
$86K -$22K -250 -20%
CHC
125
City Holding Co
West Virginia
$79.4K