FPX icon

First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $360M invested in First Trust US Equity Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 83 reducing their positions, and 16 closing their positions.

Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
30
Reduced
83
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
101
Gladstone Institutional Advisory
Florida
$270K -$31.2K -295 -10%
FCM
102
Family Capital Management
Michigan
$269K -$2.75K -26 -1%
SCA
103
Snowden Capital Advisors
New York
$269K
OC
104
Oppenheimer & Co
New York
$258K -$33K -312 -11%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$254K +$13.2K +125 +5%
PWM
106
Purus Wealth Management
California
$251K -$5.4K -51 -2%
WAG
107
Wiser Advisor Group
Arizona
$251K -$2.65K -25 -1%
CB
108
Commerce Bank
Missouri
$233K
ARG
109
Advisory Resource Group
Oklahoma
$223K
Kayne Anderson Rudnick Investment Management
110
Kayne Anderson Rudnick Investment Management
California
$217K
SF
111
Synovus Financial
Georgia
$212K +$212K +2,007 New
WI
112
Wintrust Investments
Illinois
$212K -$38.4K -364 -15%
EP
113
EPIQ Partners
Minnesota
$212K +$212K +2,000 New
DAS
114
Dynamic Advisor Solutions
Arizona
$203K +$203K +1,922 New
Jane Street
115
Jane Street
New York
$202K +$202K +1,908 New
AWM
116
Apollon Wealth Management
South Carolina
$202K -$101K -955 -33%
Citigroup
117
Citigroup
New York
$175K -$16.6K -157 -9%
PTC
118
Private Trust Company
Ohio
$174K +$29.6K +280 +20%
PS
119
Principal Securities
Iowa
$169K
TSWM
120
Tyler-Stone Wealth Management
Ohio
$157K +$106 +1 +0.1%
NS
121
NBC Securities
Alabama
$147K +$1.06K +10 +0.7%
CA
122
Continuum Advisory
Idaho
$122K +$122K +1,183 New
ST
123
Smithfield Trust
Pennsylvania
$113K -$8.47K -80 -7%
CHC
124
City Holding Co
West Virginia
$95.2K
VF
125
VitalStone Financial
Texas
$78K -$14.9K -140 -16%