FPX icon

First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $341M invested in First Trust US Equity Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
38
Reduced
77
Closed
14
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$51.1K
AIP
127
Ameritas Investment Partners
Nebraska
$50.5K +$1.68K +20 +3%
LIA
128
Luken Investment Analytics
Tennessee
$47.5K
William Blair & Company
129
William Blair & Company
Illinois
$37K -$420 -5 -1%
SSB
130
Sandy Spring Bank
Maryland
$33.6K -$11K -131 -25%
GRP
131
Global Retirement Partners
California
$33.4K
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$32.7K -$33.7K -401 -51%
TLA
133
Tanglewood Legacy Advisors
Texas
$32.4K
MHR
134
Matthew Hamilton Rosenberg
$31.9K
IA
135
IFP Advisors
Florida
$30.9K -$570K -13,286 -95%
US Bancorp
136
US Bancorp
Minnesota
$30K +$8.91K +106 +42%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$27.6K +$20.2K +240 +273%
UB
138
UMB Bank
Missouri
$24K
BHWM
139
Beaird Harris Wealth Management
Texas
$23K
CWA
140
Clearview Wealth Advisors
Oregon
$18.9K
PMFA
141
Plante Moran Financial Advisors
Michigan
$17.7K +$17.7K +211 New
SS
142
Sunbelt Securities
Texas
$17.4K +$17.4K +211 New
BCMLT
143
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.8K
RA
144
Rise Advisors
New York
$16.8K +$16.8K +199 New
AAS
145
Ameritas Advisory Services
Nebraska
$15.7K +$15.7K +187 New
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$15.3K -$564 -6,709 -4%
BWM
147
Baystate Wealth Management
Massachusetts
$11.8K
HBW
148
Hazlett, Burt & Watson
West Virginia
$10K +$10K +117 New
CWC
149
Carolinas Wealth Consulting
North Carolina
$8.74K
BTI
150
Blue Trust Inc
Georgia
$7K +$7K +83 New