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First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $360M invested in First Trust US Equity Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
30
Reduced
83
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$68.8K -$23.8K -225 -26%
ACA
127
Atlas Capital Advisors
Wyoming
$68.8K
SWM
128
Spire Wealth Management
Virginia
$67.5K
HCP
129
Hexagon Capital Partners
Arkansas
$65K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$64.4K
AIP
131
Ameritas Investment Partners
Nebraska
$63.6K
LIA
132
Luken Investment Analytics
Tennessee
$59.8K
GRP
133
Global Retirement Partners
California
$50.5K +$6.24K +59 +14%
William Blair & Company
134
William Blair & Company
Illinois
$46.6K
SSB
135
Sandy Spring Bank
Maryland
$42.3K
TLA
136
Tanglewood Legacy Advisors
Texas
$40.7K
GWSG
137
GPS Wealth Strategies Group
Colorado
$40.6K -$5.5K -52 -12%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$35K -$12.1K -114 -26%
IA
139
IFP Advisors
Florida
$34.4K -$14.8K -140 -30%
BHWM
140
Beaird Harris Wealth Management
Texas
$29K
MHR
141
Matthew Hamilton Rosenberg
$24.4K -$15.4K -147 -39%
AFWM
142
Abich Financial Wealth Management
Virginia
$24.2K -$212 -2 -0.9%
MG
143
Mather Group
Illinois
$23.3K +$23.3K +243 New
CA
144
CoreCap Advisors
Michigan
$20.3K +$20.3K +192 New
PWMG
145
Prestige Wealth Management Group
New Jersey
$18.7K -$157K -1,480 -89%
RFA
146
Register Financial Advisors
Georgia
$13.1K +$13.1K +124 New
HBW
147
Hazlett, Burt & Watson
West Virginia
$12K
SS
148
Sunbelt Securities
Texas
$11K
CWC
149
Carolinas Wealth Consulting
North Carolina
$11K
GI
150
GAMMA Investing
California
$10.6K +$10.6K +100 New