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First Trust US Equity Opportunities ETF

193 hedge funds and large institutions have $995M invested in First Trust US Equity Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
65
Reduced
66
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
126
Smith, Moore & Co
Missouri
$304K
WIA
127
World Investment Advisors
California
$299K +$1.24K +10 +0.4%
CB
128
Commerce Bank
Missouri
$287K
CIAS
129
Capital Investment Advisory Services
North Carolina
$286K
ARG
130
Advisory Resource Group
Oklahoma
$284K
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$274K -$6.4K -50 -2%
OIA
132
OneDigital Investment Advisors
Kansas
$264K -$68K -551 -20%
IA
133
IFP Advisors
Florida
$264K -$18.2K -148 -6%
RA
134
RFG Advisory
Alabama
$259K -$22.3K -180 -8%
AA
135
Advisory Alpha
Michigan
$257K +$257K +2,081 New
Jane Street
136
Jane Street
New York
$255K +$2.46K +20 +1%
Kayne Anderson Rudnick Investment Management
137
Kayne Anderson Rudnick Investment Management
California
$253K
SF
138
Synovus Financial
Georgia
$251K -$7.54K -61 -3%
EP
139
EPIQ Partners
Minnesota
$247K
AWA
140
Acorn Wealth Advisors
Michigan
$236K -$739 -6 -0.3%
PFA
141
Pinnacle Family Advisors
Missouri
$216K
VFA
142
Voya Financial Advisors
Connecticut
$212K -$3.82K -31 -2%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$207K
CWA
144
Capital Wealth Alliance
Arizona
$205K +$205K +1,590 New
PWMG
145
Prestige Wealth Management Group
New Jersey
$204K
AWA
146
Arete Wealth Advisors
Illinois
$201K +$4.93K +40 +3%
William Blair & Company
147
William Blair & Company
Illinois
$174K
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$159K +$159K +1,291 New
SFPG
149
Stonebridge Financial Planning Group
Florida
$159K
BWM
150
BerganKDV Wealth Management
Minnesota
$152K