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First Trust US Equity Opportunities ETF

185 hedge funds and large institutions have $364M invested in First Trust US Equity Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
40
Reduced
64
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFA
126
Kapstone Financial Advisors
Ohio
$209K +$209K +1,616 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$207K -$42.3K -354 -17%
AP
128
Appleton Partners
Massachusetts
$205K +$205K +1,716 New
Citigroup
129
Citigroup
New York
$198K
PTC
130
Private Trust Company
Ohio
$197K
FWM
131
FLP Wealth Management
Arkansas
$188K +$188K +1,572 New
WAG
132
Wiser Advisor Group
Arizona
$169K +$119 +1 +0.1%
CA
133
Continuum Advisory
Idaho
$141K
ST
134
Smithfield Trust
Pennsylvania
$128K
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$114K
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$112K -$35.5K -297 -24%
CHC
137
City Holding Co
West Virginia
$108K
BTI
138
Blue Trust Inc
Georgia
$105K +$105K +880 New
BT
139
Banque Transatlantique
France
$98.5K +$98.5K +405 New
SWM
140
Spire Wealth Management
Virginia
$76.2K
HCP
141
Hexagon Capital Partners
Arkansas
$73.4K
DRP
142
Decker Retirement Planning
Utah
$70.3K +$70.3K +588 New
LIA
143
Luken Investment Analytics
Tennessee
$67.5K
GRP
144
Global Retirement Partners
California
$60.6K +$3.59K +30 +6%
PFA
145
Pathway Financial Advisers
Indiana
$56.2K +$119 +1 +0.2%
William Blair & Company
146
William Blair & Company
Illinois
$52.6K
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$49.8K +$39.3K +329 +374%
SSB
148
Sandy Spring Bank
Maryland
$47.8K
AssetMark Inc
149
AssetMark Inc
California
$47.3K +$47.3K +396 New
GWSG
150
GPS Wealth Strategies Group
Colorado
$45.9K