FPX icon

First Trust US Equity Opportunities ETF

152 hedge funds and large institutions have $331M invested in First Trust US Equity Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
24
Reduced
67
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
126
Luken Investment Analytics
Tennessee
$47.4K
GWSG
127
GPS Wealth Strategies Group
Colorado
$40.8K
William Blair & Company
128
William Blair & Company
Illinois
$37K
GRP
129
Global Retirement Partners
California
$34.2K
SSB
130
Sandy Spring Bank
Maryland
$33.6K
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$32.7K
TLA
132
Tanglewood Legacy Advisors
Texas
$32.3K
MHR
133
Matthew Hamilton Rosenberg
$31.9K
BHWM
134
Beaird Harris Wealth Management
Texas
$23K
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$20.8K +$20.8K +248 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$20.2K
RDIA
137
RE Dickinson Investment Advisors
Iowa
$17K +$17K +200 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$14.5K -$125K -1,415 -90%
BWM
139
Baystate Wealth Management
Massachusetts
$11.8K
HBW
140
Hazlett, Burt & Watson
West Virginia
$10K
SS
141
Sunbelt Securities
Texas
$8.73K
CWC
142
Carolinas Wealth Consulting
North Carolina
$8K
CP
143
Castleview Partners
Texas
$6.47K
CAL
144
Capital Analysts LLC
Pennsylvania
$6K
HF
145
Halpern Financial
Virginia
$5.88K
TRCT
146
Tower Research Capital (TRC)
New York
$5.54K +$4.79K +57 +633%
KA
147
Kozak & Associates
Colorado
$5.52K
TWC
148
TD Waterhouse Canada
Ontario, Canada
$4.16K
Comerica Bank
149
Comerica Bank
Texas
$2.94K +$2.94K +35 New
CFGS
150
Concourse Financial Group Securities
Alabama
$2.44K