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First Trust US Equity Opportunities ETF

151 hedge funds and large institutions have $304M invested in First Trust US Equity Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
18
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
101
Purus Wealth Management
California
$219K -$16.8K -169 -7%
CB
102
Commerce Bank
Missouri
$219K
SA
103
Sanctuary Advisors
Indiana
$218K +$218K +2,161 New
SPL
104
Smart Portfolios LLC
Washington
$216K +$216K +2,170 New
ARG
105
Advisory Resource Group
Oklahoma
$209K
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$206K -$32.3K -325 -14%
Kayne Anderson Rudnick Investment Management
107
Kayne Anderson Rudnick Investment Management
California
$204K
Citigroup
108
Citigroup
New York
$165K
PTC
109
Private Trust Company
Ohio
$164K
TSWM
110
Tyler-Stone Wealth Management
Ohio
$148K
PS
111
Principal Securities
Iowa
$128K -$31.1K -313 -20%
NS
112
NBC Securities
Alabama
$119K -$19K -191 -14%
CA
113
Continuum Advisory
Idaho
$118K
ST
114
Smithfield Trust
Pennsylvania
$106K
CHC
115
City Holding Co
West Virginia
$89.4K
VF
116
VitalStone Financial
Texas
$65.5K -$7.35K -74 -10%
SWM
117
Spire Wealth Management
Virginia
$63.4K
IAIM
118
International Assets Investment Management
Florida
$62K +$62K +624 New
HCP
119
Hexagon Capital Partners
Arkansas
$61K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$60.4K
AIP
121
Ameritas Investment Partners
Nebraska
$59.7K
LIA
122
Luken Investment Analytics
Tennessee
$56.1K
GWM
123
Geneos Wealth Management
Colorado
$49.7K -$14.9K -150 -23%
GRP
124
Global Retirement Partners
California
$47.4K
William Blair & Company
125
William Blair & Company
Illinois
$43.7K