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First Trust US Equity Opportunities ETF

175 hedge funds and large institutions have $454M invested in First Trust US Equity Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.04% less ownership

Funds ownership: 48.62%47.58% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 58

Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$231K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$330K
IF
102
Intrua Financial
Texas
$329K
CB
103
Commerce Bank
Missouri
$319K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$317K
SPL
105
Smart Portfolios LLC
Washington
$307K
PWM
106
Purus Wealth Management
California
$307K
TCM
107
Triumph Capital Management
Colorado
$303K
OC
108
Oppenheimer & Co
New York
$300K
Bank of New York Mellon
109
Bank of New York Mellon
New York
$299K
Kayne Anderson Rudnick Investment Management
110
Kayne Anderson Rudnick Investment Management
California
$297K
SF
111
Synovus Financial
Georgia
$290K
BRWA
112
B. Riley Wealth Advisors
Florida
$280K
SCA
113
Snowden Capital Advisors
New York
$278K
AFO
114
Arrowroot Family Office
California
$269K
PWM
115
Puff Wealth Management
New Jersey
$268K
Financial Engines Advisors
116
Financial Engines Advisors
California
$258K
IWM
117
Integris Wealth Management
California
$257K
AP
118
Appleton Partners
Massachusetts
$249K
AWM
119
Accel Wealth Management
Iowa
$246K
FLPIM
120
F.L. Putnam Investment Management
Massachusetts
$238K
KFA
121
Kapstone Financial Advisors
Ohio
$234K
IAS
122
Insigneo Advisory Services
Florida
$229K
CA
123
Cannon Advisors
North Carolina
$218K
CWA
124
Clarus Wealth Advisors
Arizona
$211K
MT
125
Midwest Trust
Kansas
$207K