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First Trust US Equity Opportunities ETF

112 hedge funds and large institutions have $490M invested in First Trust US Equity Opportunities ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 12 reducing their positions, and 11 closing their positions.

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
59
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.7M 1,133,756 -95,853 -8%
Wells Fargo
2
Wells Fargo
California
$53.1M 774,166 +204,870 +36%
UBS Group
3
UBS Group
Switzerland
$43M 627,024 -4,852 -0.8%
LPL Financial
4
LPL Financial
California
$42.5M 620,637 +23,908 +4%
Bank of America
5
Bank of America
North Carolina
$41.8M 609,218 +71,045 +13%
MIH
6
Meitav Investment House
Israel
$37M 306,849 +18,222 +6%
Citigroup
7
Citigroup
New York
$36.5M 532,399 +30,812 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.2M 162,824 +92,527 +132%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$9.86M 143,872 +2,019 +1%
RJA
10
Raymond James & Associates
Florida
$9.66M 140,965 +941 +0.7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.02M 131,545 +7,564 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.93M 130,196 +23,701 +22%
Ameriprise
13
Ameriprise
Minnesota
$8.48M 123,285 +25,646 +26%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$5.89M 85,888 +375 +0.4%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$5.35M 78,169 +4,620 +6%
AIP
16
Ahrens Investment Partners
Louisiana
$5.2M 75,832 +13,537 +22%
FAAS
17
First Allied Advisory Services
California
$4.71M 68,710 +12,619 +22%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$4.64M 67,582 +10,805 +19%
DADC
19
D.A. Davidson & Co
Montana
$4.19M 61,088 +2,153 +4%
AG
20
Advisor Group
Arizona
$4.06M 59,141 +14,903 +34%
AI
21
Atria Investments
North Carolina
$3.82M 55,743 +3,238 +6%
BCI
22
Brinker Capital Investments
Pennsylvania
$3.63M 53,000
SPC
23
Sigma Planning Corp
Michigan
$2.89M 42,212 +4,443 +12%
SWM
24
Sequoia Wealth Management
Illinois
$2.87M 41,951 +5,736 +16%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2.67M 38,885 +890 +2%