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 %
CP
151
Castleview Partners
Texas
$6.47K
CAL
152
Capital Analysts LLC
Pennsylvania
$6K
HF
153
Halpern Financial
Virginia
$5.88K -$8.41K -100 -59%
KA
154
Kozak & Associates
Colorado
$5.59K +$83 +1 +2%
AF
155
Allworth Financial
California
$5.46K
TWC
156
TD Waterhouse Canada
Ontario, Canada
$4.18K
BAM
157
Belpointe Asset Management
Nevada
$3.87K
CFGS
158
Concourse Financial Group Securities
Alabama
$2.44K
TRCT
159
Tower Research Capital (TRC)
New York
$2K +$1.57K +22 +367%
CB
160
CNB Bank
Pennsylvania
$1.26K
WWM
161
Wolff Wiese Magana
California
$673
SIS
162
Sound Income Strategies
Florida
$252 +$252 +3 New
AOG
163
Alpha Omega Group
Virginia
-$2.35M -29,894 Closed
PFG
164
Prosperity Financial Group
California
-$755K -9,598 Closed
AWG
165
Altus Wealth Group
Colorado
-$307K -3,899 Closed
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
-$290K -3,690 Closed
Baird Financial Group
167
Baird Financial Group
Wisconsin
-$222K -2,817 Closed
EA
168
Ergawealth Advisors
Illinois
-$214K -2,716 Closed
WIM
169
WealthPlan Investment Management
Nebraska
-$222K -2,588 Closed
KFI
170
Key Financial Inc
Pennsylvania
-$38.3K -473 Closed
HDIM
171
Hanson & Doremus Investment Management
Vermont
-$13K -168 Closed
LS
172
Leelyn Smith
Illinois
-$13.1K -166 Closed
FWA
173
Freedom Wealth Alliance
Wisconsin
-$2.91K -37 Closed
FFA
174
Farther Finance Advisors
California
-$2.75K -35 Closed
CA
175
Clearstead Advisors
Ohio
-$1.89K -24 Closed