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First Trust US Equity Opportunities ETF

131 hedge funds and large institutions have $496M invested in First Trust US Equity Opportunities ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 51 reducing their positions, and 19 closing their positions.

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
24
Increased
35
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.1M 936,464 -136,295 -13%
Bank of America
2
Bank of America
North Carolina
$61.1M 815,959 +287,658 +54%
LPL Financial
3
LPL Financial
California
$50.6M 676,248 -16,403 -2%
UBS Group
4
UBS Group
Switzerland
$49.8M 665,072 +154,494 +30%
Wells Fargo
5
Wells Fargo
California
$40M 533,445 -58,413 -10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$18.7M 249,323 -6,895 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.2M 203,344 +29,064 +17%
AWM
8
Affinity Wealth Management
Delaware
$12.7M 91,266 +91,266 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$12M 160,885 -9,881 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.7M 155,997 -1,616 -1%
RJA
11
Raymond James & Associates
Florida
$11.3M 151,486 +10,942 +8%
Ameriprise
12
Ameriprise
Minnesota
$10.4M 138,815 -19,011 -12%
AI
13
Atria Investments
North Carolina
$6.96M 92,893 +88,477 +2,004%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$5.95M 79,435 -3,783 -5%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$5.93M 79,121 +12,941 +20%
IWS
16
Insight Wealth Strategies
California
$5.61M 103,777 +103,777 New
AIP
17
Ahrens Investment Partners
Louisiana
$5.49M 73,240 -16,355 -18%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$5.34M 71,251 -4,665 -6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.07M 67,668 -2,614 -4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.89M 65,398 +2,274 +4%
DADC
21
D.A. Davidson & Co
Montana
$4.5M 66,093 +1,130 +2%
AG
22
Advisor Group
Arizona
$4.41M 58,859 -13,673 -19%
SWM
23
Sequoia Wealth Management
Illinois
$4.27M 56,986 -153 -0.3%
SWAG
24
Spectrum Wealth Advisory Group
California
$4.2M 56,126 +56,126 New
PAG
25
Private Advisor Group
New Jersey
$4.01M 53,488 +847 +2%