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First Trust US Equity Opportunities ETF

67 hedge funds and large institutions have $181M invested in First Trust US Equity Opportunities ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 12 closing their positions.

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.1M 801,324 +61,790 +8%
Bank of America
2
Bank of America
North Carolina
$23.5M 437,174 +103,719 +31%
Wells Fargo
3
Wells Fargo
California
$19.2M 357,424 +56,221 +19%
UBS Group
4
UBS Group
Switzerland
$18.3M 339,409 +73,003 +27%
LPL Financial
5
LPL Financial
California
$13.5M 251,075 +2,413 +1%
BTS
6
BB&T Securities
Virginia
$6.32M 11,742 -1,904 -14%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.87M 90,496 +16,316 +22%
Ameriprise
8
Ameriprise
Minnesota
$4.63M 85,946 +4,443 +5%
LWA
9
Lowe Wealth Advisors
Maryland
$4.11M 76,279 +845 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4M 74,222 +7,080 +11%
RJA
11
Raymond James & Associates
Florida
$3.66M 67,944 +18,240 +37%
CPIG
12
Chicago Partners Investment Group
Illinois
$2.85M 56,719 +2,884 +5%
BCI
13
Brinker Capital Investments
Pennsylvania
$2.58M 48,000
RWM
14
Rezny Wealth Management
Florida
$2.53M 46,937 +46,937 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.2M 40,882 +1,545 +4%
TCM
16
Tuttle Capital Management
Connecticut
$1.76M 32,697 +32,697 New
GHF
17
Good Harbor Financial
Illinois
$1.71M 31,784 -3,056 -9%
BCM
18
Barometer Capital Management
Ontario, Canada
$1.69M 31,400 +20,000 +175%
VFS
19
VSR Financial Services
Kansas
$1.56M 28,942 -13,244 -31%
AIG
20
American International Group
New York
$1.45M 26,881 -24,015 -47%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.17M 21,803 +1,025 +5%
MFS
22
MSI Financial Services
Massachusetts
$1.17M 21,688 +7,848 +57%
AA
23
Ancora Advisors
Ohio
-21,067 Closed
NAM
24
NTV Asset Management
West Virginia
$1.05M 19,503 -199 -1%
Citigroup
25
Citigroup
New York
$915K 17,006 +6,043 +55%