FPX icon

First Trust US Equity Opportunities ETF

196 hedge funds and large institutions have $1.07B invested in First Trust US Equity Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+25
Holders Change %
+14.62%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
41
Increased
78
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
176
Creative Financial Designs
Indiana
$34K +$34K +285 New
HF
177
Halpern Financial
Virginia
$31K -$11.9K -100 -28%
CWA
178
Clearview Wealth Advisors
Oregon
$27K
EWM
179
Endurance Wealth Management
Rhode Island
$27K
HCP
180
Hexagon Capital Partners
Arkansas
$25K
RIM
181
Rockbridge Investment Management
New York
$24K -$12K -100 -33%
SFS
182
Sowell Financial Services
Arkansas
$24K +$238 +2 +1%
SIM
183
Sonora Investment Management
Arizona
$20K +$20K +171 New
FP
184
Fiduciary Planning
Florida
$18K +$18K +148 New
BWM
185
Baystate Wealth Management
Massachusetts
$17K
LWM
186
Liberty Wealth Management
California
$13K
BlackRock
187
BlackRock
New York
$13K
CWC
188
Carolinas Wealth Consulting
North Carolina
$12K
APWM
189
Atlas Private Wealth Management
New York
$12K
COCM
190
Charter Oak Capital Management
New Hampshire
$12K +$12K +97 New
CAL
191
Capital Analysts LLC
Pennsylvania
$8K
AF
192
Allworth Financial
California
$8K +$8K +65 New
WP
193
WealthShield Partners
North Carolina
$7K +$7K +58 New
AIC
194
Ameritas Investment Company
Nebraska
$5.96K +$5.96K +50 New
PA
195
Parallel Advisors
California
$4K +$4K +30 New
LAS
196
Lloyd Advisory Services
Georgia
$3K -$2.27M -18,903 -100%
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +25 New
SS
198
Simplicity Solutions
Minnesota
-$26M -219,696 Closed
KPWS
199
Kestra Private Wealth Services
Texas
-$3.32M -27,853 Closed
FEM
200
Fulcrum Equity Management
Texas
-$2.28M -19,261 Closed