FPX icon

First Trust US Equity Opportunities ETF

145 hedge funds and large institutions have $775M invested in First Trust US Equity Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 8 closing their positions.

Holders
145
Holders Change
+13
Holders Change %
+9.85%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
22
Increased
38
Reduced
56
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$163M 1,684,371 -13,979 -0.8%
LPL Financial
2
LPL Financial
California
$61.2M 633,429 -15,480 -2%
Wells Fargo
3
Wells Fargo
California
$53.2M 550,847 +856 +0.2%
UBS Group
4
UBS Group
Switzerland
$52.9M 547,601 -7,167 -1%
Bank of America
5
Bank of America
North Carolina
$52.8M 546,560 -13,853 -2%
KAS
6
Kestra Advisory Services
Texas
$22.6M 232,082 +232,082 New
RJA
7
Raymond James & Associates
Florida
$21.1M 218,270 -11,354 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$21M 217,158 -10,437 -5%
AWM
9
AE Wealth Management
Kansas
$20.1M 207,476 +193,497 +1,384%
SS
10
Simplicity Solutions
Minnesota
$20M 206,968 +193,448 +1,431%
Osaic Holdings
11
Osaic Holdings
Arizona
$19.4M 205,846 -17,599 -8%
TCWA
12
Ten Capital Wealth Advisors
Washington
$18.4M 190,235 +190,235 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$17.6M 182,124 +25,768 +16%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$16.8M 174,108 +1,656 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$16.8M 173,565 -22,910 -12%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$16M 165,881 +6,868 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13.2M 136,275 +23,001 +20%
Ameriprise
18
Ameriprise
Minnesota
$11.4M 117,536 -30,950 -21%
TC
19
Trilogy Capital
California
$8.17M 84,529 +5,589 +7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$7.64M 79,011 -1,148 -1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$7.49M 77,523 +5,306 +7%
AIP
22
Almanack Investment Partners
Pennsylvania
$6.95M 68,625 +68,625 New
LFAS
23
Level Four Advisory Services
Texas
$5.88M 60,788 -1,410 -2%
Stifel Financial
24
Stifel Financial
Missouri
$5.49M 56,803 -1,631 -3%
GSWM
25
Golden State Wealth Management
California
$5.48M 56,680 +56,680 New