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First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $330M invested in First Trust US Equity Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 26 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
26
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$66.2K
VF
127
VitalStone Financial
Texas
$63.1K -$9.48K -86 -13%
LIA
128
Luken Investment Analytics
Tennessee
$62.3K
GRP
129
Global Retirement Partners
California
$52.6K
NFA
130
Northwest Financial Advisors
Virginia
$52.5K +$52.5K +476 New
PFA
131
Pathway Financial Advisers
Indiana
$51.8K +$51.8K +470 New
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$49K +$12.6K +114 +35%
William Blair & Company
133
William Blair & Company
Illinois
$48.5K
SSB
134
Sandy Spring Bank
Maryland
$44.1K
GWSG
135
GPS Wealth Strategies Group
Colorado
$42.3K
WSFS
136
Wilmington Savings Fund Society
Delaware
$38.6K +$38.6K +350 New
IA
137
IFP Advisors
Florida
$35.8K
BHWM
138
Beaird Harris Wealth Management
Texas
$30.2K
MG
139
Mather Group
Illinois
$26.8K
PA
140
Pineridge Advisors
Missouri
$25.6K +$25.6K +232 New
AWA
141
Authentikos Wealth Advisory
California
$24.5K +$24.5K +222 New
CA
142
CoreCap Advisors
Michigan
$21.2K +$21.2K +192 New
PWMG
143
Prestige Wealth Management Group
New Jersey
$19.5K
GM
144
GeoWealth Management
Illinois
$19K +$19K +172 New
IWP
145
IAG Wealth Partners
Wisconsin
$13.8K +$13.8K +125 New
CWC
146
Carolinas Wealth Consulting
North Carolina
$11.5K
GI
147
GAMMA Investing
California
$11K
ITIM
148
Indiana Trust & Investment Management
Indiana
$10.9K +$10.9K +99 New
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$10K
MHR
150
Matthew Hamilton Rosenberg
$9.48K +$9.48K +86 New