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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 %
WSFS
151
Wilmington Savings Fund Society
Delaware
$41.8K
AF
152
Atala Financial
California
$40K +$40K +335 New
IA
153
IFP Advisors
Florida
$38.8K
PS
154
Principal Securities
Iowa
$38.6K -$79.8K -668 -67%
BHWM
155
Beaird Harris Wealth Management
Texas
$32.7K
MG
156
Mather Group
Illinois
$29K
GBT
157
Grove Bank & Trust
Florida
$23.9K +$23.9K +200 New
Q1WB
158
Quest 10 Wealth Builders
Virginia
$23.5K +$23.5K +197 New
CA
159
CoreCap Advisors
Michigan
$22.9K
PWMG
160
Prestige Wealth Management Group
New Jersey
$21.2K
T
161
Transce3nd
Texas
$20.8K +$20.8K +174 New
GM
162
GeoWealth Management
Illinois
$16.4K -$4.19K -35 -20%
FFA
163
Farther Finance Advisors
California
$13K +$13K +109 New
CWC
164
Carolinas Wealth Consulting
North Carolina
$12.4K
GI
165
GAMMA Investing
California
$12K
ITIM
166
Indiana Trust & Investment Management
Indiana
$11.8K
AIP
167
Ameritas Investment Partners
Nebraska
$11.4K -$60.5K -506 -84%
MHR
168
Matthew Hamilton Rosenberg
$10.3K
SIS
169
Sound Income Strategies
Florida
$10.3K +$10.3K +86 New
MCM
170
MAI Capital Management
Ohio
$8.37K +$8.37K +70 New
SS
171
SBI Securities
Japan
$8.25K +$8.25K +69 New
HBW
172
Hazlett, Burt & Watson
West Virginia
$8K
CAL
173
Capital Analysts LLC
Pennsylvania
$8K
KA
174
Kozak & Associates
Colorado
$7.83K
FWM
175
FSA Wealth Management
Massachusetts
$6.1K