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First Trust US Equity Opportunities ETF

73 hedge funds and large institutions have $176M invested in First Trust US Equity Opportunities ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.5M 745,652 +36,944 +5%
LPL Financial
2
LPL Financial
California
$21.2M 391,731 +91,700 +31%
Wells Fargo
3
Wells Fargo
California
$17.7M 326,459 +71,736 +28%
Bank of America
4
Bank of America
North Carolina
$15.3M 281,127 -4,393 -2%
UBS Group
5
UBS Group
Switzerland
$12.4M 228,172 -172 -0.1%
AG
6
Advisor Group
Arizona
$6.06M 111,525 +13,481 +14%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.09M 93,626 +410 +0.4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.57M 84,128 +9,530 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.31M 79,436 -12,836 -14%
Ameriprise
10
Ameriprise
Minnesota
$3.42M 62,991 +708 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.35M 61,665 -12,496 -17%
Goldman Sachs
12
Goldman Sachs
New York
$2.63M 48,413 -47,230 -49%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.61M 48,061 -11,968 -20%
BCI
14
Brinker Capital Investments
Pennsylvania
$2.61M 48,000
SIM
15
SSI Investment Management
California
$2.58M 47,602 +7 +0%
RJA
16
Raymond James & Associates
Florida
$2.44M 44,986 -37,925 -46%
RWM
17
Rezny Wealth Management
Florida
$2.28M 42,051 +1,659 +4%
DADC
18
D.A. Davidson & Co
Montana
$2.05M 37,678 +31,328 +493%
Jane Street
19
Jane Street
New York
$2.03M 37,347 -39,096 -51%
AIM
20
Advantage Investment Management
Iowa
$1.76M 32,483 -15,016 -32%
MFS
21
MSI Financial Services
Massachusetts
$1.7M 31,345 -1,317 -4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.38M 25,444 -31,724 -55%
CPIG
23
Chicago Partners Investment Group
Illinois
$1.32M 24,262 -3,373 -12%
PAG
24
Private Advisor Group
New Jersey
$917K 16,967 +6,415 +61%
AA
25
Ancora Advisors
Ohio
$884K 16,288 -1,159 -7%