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First Trust US Equity Opportunities ETF

160 hedge funds and large institutions have $362M invested in First Trust US Equity Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
33
Reduced
67
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CP
151
Castleview Partners
Texas
$6.79K
HF
152
Halpern Financial
Virginia
$6.17K
CAL
153
Capital Analysts LLC
Pennsylvania
$6K
KA
154
Kozak & Associates
Colorado
$5.9K
TWC
155
TD Waterhouse Canada
Ontario, Canada
$4.42K
OP
156
ORG Partners
Indiana
$2.6K +$2.6K +29 New
CFGS
157
Concourse Financial Group Securities
Alabama
$2.56K
TRCT
158
Tower Research Capital (TRC)
New York
$794 -$1.68K -19 -68%
WWM
159
Wolff Wiese Magana
California
$706
BlackRock
160
BlackRock
New York
$67 +$67 +1 New
Goldman Sachs
161
Goldman Sachs
New York
-$1.32M -15,682 Closed
FTUS
162
Flow Traders U.S.
New York
-$859K -10,216 Closed
IA
163
IFG Advisory
Georgia
-$752K -8,948 Closed
CAGAS
164
Capital Advisory Group Advisory Services
Minnesota
-$573K -6,814 Closed
QPW
165
Quantum Private Wealth
Florida
-$452K -5,382 Closed
SMC
166
Smith, Moore & Co
Missouri
-$236K -2,811 Closed
LAM
167
LifePro Asset Management
California
-$215K -2,729 Closed
OFS
168
OneAscent Financial Services
Alabama
-$221K -2,635 Closed
UB
169
UMB Bank
Missouri
-$24K -285 Closed
PMFA
170
Plante Moran Financial Advisors
Michigan
-$17.7K -211 Closed
BCMLT
171
Beacon Capital Management LLC (Tennessee)
Tennessee
-$16.8K -200 Closed
AAS
172
Ameritas Advisory Services
Nebraska
-$15.7K -187 Closed
BTI
173
Blue Trust Inc
Georgia
-$7K -83 Closed
BAM
174
Belpointe Asset Management
Nevada
-$3.87K -46 Closed
CB
175
CNB Bank
Pennsylvania
-$1.26K -15 Closed