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First Trust US Equity Opportunities ETF

193 hedge funds and large institutions have $995M invested in First Trust US Equity Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 13 closing their positions.

Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
65
Reduced
66
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$186M 1,508,085 -236,575 -14%
LPL Financial
2
LPL Financial
California
$93.4M 756,899 -18,490 -2%
Bank of America
3
Bank of America
North Carolina
$64.9M 525,587 -17,834 -3%
Wells Fargo
4
Wells Fargo
California
$59.4M 481,721 -23,077 -5%
UBS Group
5
UBS Group
Switzerland
$57M 462,230 -91,363 -17%
TCWA
6
Ten Capital Wealth Advisors
Washington
$29.7M 240,441 +9,784 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$27.8M 224,985 -5,318 -2%
KAS
8
Kestra Advisory Services
Texas
$26.5M 214,725 +12,644 +6%
RJA
9
Raymond James & Associates
Florida
$26.4M 214,220 -2,876 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$26.2M 212,211 +25 +0%
Osaic Holdings
11
Osaic Holdings
Arizona
$23.5M 189,917 +5,505 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$23.2M 188,206 +4,340 +2%
Ameriprise
13
Ameriprise
Minnesota
$22.9M 185,503 +13,329 +8%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$22.4M 181,271 +14,754 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$17.2M 139,672 +1,494 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.6M 134,828 +6,649 +5%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$12.3M 99,978 +6,499 +7%
Stifel Financial
18
Stifel Financial
Missouri
$12M 97,259 +33,829 +53%
HI
19
Harbour Investments
Wisconsin
$10.9M 88,094 -2,060 -2%
AIP
20
Almanack Investment Partners
Pennsylvania
$9.55M 77,362 +70,869 +1,091%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$8.41M 68,152 -497 -0.7%
AWM
22
AE Wealth Management
Kansas
$7.01M 56,836 -309,844 -84%
GSWM
23
Golden State Wealth Management
California
$6.96M 56,411 -982 -2%
CA
24
Cetera Advisors
Colorado
$6.91M 56,009 +13,895 +33%
DADC
25
D.A. Davidson & Co
Montana
$6.79M 54,992 -3,371 -6%