FPX icon

First Trust US Equity Opportunities ETF

196 hedge funds and large institutions have $1.07B invested in First Trust US Equity Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+25
Holders Change %
+14.62%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
41
Increased
78
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
126
IFP Advisors
Florida
$353K +$101K +852 +40%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$347K
HighTower Advisors
128
HighTower Advisors
Illinois
$340K +$11.9K +100 +4%
TI
129
tru Independence
Oregon
$339K +$339K +2,844 New
FHC
130
First Heartland Consultants
Missouri
$325K +$83.4K +700 +35%
FHA
131
Flagship Harbor Advisors
Massachusetts
$321K +$321K +2,697 New
Northern Trust
132
Northern Trust
Illinois
$318K
PA
133
PFG Advisors
Arizona
$307K -$213K -1,787 -41%
SMC
134
Smith, Moore & Co
Missouri
$293K +$43.3K +364 +17%
OIA
135
OneDigital Investment Advisors
Kansas
$279K -$23.7K -199 -8%
CB
136
Commerce Bank
Missouri
$277K
ARG
137
Advisory Resource Group
Oklahoma
$275K
KIG
138
Kowal Investment Group
Wisconsin
$275K +$275K +2,307 New
CIAS
139
Capital Investment Advisory Services
North Carolina
$274K +$274K +2,296 New
RA
140
RFG Advisory
Alabama
$256K -$1.79K -15 -0.7%
GTAM
141
Global Trust Asset Management
Florida
$256K
AAS
142
Avantax Advisory Services
Texas
$247K +$9.67K +81 +4%
AWM
143
AE Wealth Management
Kansas
$244K -$26.5M -222,602 -99%
Kayne Anderson Rudnick Investment Management
144
Kayne Anderson Rudnick Investment Management
California
$244K
Fidelity Investments
145
Fidelity Investments
Massachusetts
$243K -$56.1K -471 -19%
AIP
146
Almanack Investment Partners
Pennsylvania
$239K +$239K +2,005 New
EP
147
EPIQ Partners
Minnesota
$238K
GLA
148
Good Life Advisors
Pennsylvania
$238K +$2.83K +24 +1%
NA
149
NewEdge Advisors
Louisiana
$233K +$233K +1,956 New
AWA
150
Acorn Wealth Advisors
Michigan
$228K +$2.26K +19 +1%