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First Trust US Equity Opportunities ETF

84 hedge funds and large institutions have $274M invested in First Trust US Equity Opportunities ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
40
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$66.1M 1,357,281 +336,126 +33%
Wells Fargo
2
Wells Fargo
California
$27.2M 558,747 +86,408 +18%
Bank of America
3
Bank of America
North Carolina
$24.1M 495,318 +16,300 +3%
UBS Group
4
UBS Group
Switzerland
$23.6M 485,067 +30,580 +7%
LPL Financial
5
LPL Financial
California
$19.9M 393,963 +82,861 +27%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$14M 287,608 +202,499 +238%
CS
7
Credit Suisse
Switzerland
$8.18M 167,954 +157,980 +1,584%
Ameriprise
8
Ameriprise
Minnesota
$6.43M 132,100 +35,094 +36%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.22M 127,641 +15,582 +14%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.9M 121,080 +121,080 New
SIM
11
SSI Investment Management
California
$5.11M 104,959 +33,996 +48%
RJA
12
Raymond James & Associates
Florida
$4.77M 97,943 +15,317 +19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.7M 96,530 -20,826 -18%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.02M 82,589 +32,706 +66%
AIG
15
American International Group
New York
$3.66M 75,108 +15,015 +25%
KA
16
Kovack Advisors
Florida
$3.61M 74,125 +74,125 New
Jane Street
17
Jane Street
New York
$3.3M 67,834 -368 -0.5%
BCI
18
Brinker Capital Investments
Pennsylvania
$2.34M 48,000
RWM
19
Rezny Wealth Management
Florida
$2.29M 47,030 -1,520 -3%
Citadel Advisors
20
Citadel Advisors
Florida
$2.18M 44,825 +44,825 New
AIM
21
Advantage Investment Management
Iowa
$2.1M 43,208 +18,779 +77%
CPIG
22
Chicago Partners Investment Group
Illinois
$2.08M 42,666 -908 -2%
BCM
23
Barometer Capital Management
Ontario, Canada
$1.95M 40,000 +2,200 +6%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.85M 37,932 +5,854 +18%
MFS
25
MSI Financial Services
Massachusetts
$1.8M 36,870 +10,399 +39%