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First Trust US Equity Opportunities ETF

178 hedge funds and large institutions have $490M invested in First Trust US Equity Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 81 reducing their positions, and 25 closing their positions.

Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
14
Increased
47
Reduced
81
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$86.3M 1,050,961 -174,167 -14%
LPL Financial
2
LPL Financial
California
$44.9M 546,482 -50,894 -9%
Wells Fargo
3
Wells Fargo
California
$31.4M 382,651 -75,567 -16%
Bank of America
4
Bank of America
North Carolina
$30.4M 369,796 -32,372 -8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17.7M 214,866 -9,629 -4%
UBS Group
6
UBS Group
Switzerland
$15.6M 189,784 -39,585 -17%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$12.9M 157,058 +3,244 +2%
Ameriprise
8
Ameriprise
Minnesota
$12.8M 156,408 -16,284 -9%
RJA
9
Raymond James & Associates
Florida
$12.8M 155,558 -23,201 -13%
Osaic Holdings
10
Osaic Holdings
Arizona
$10.7M 130,430 -29,577 -18%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.7M 130,209 -46,656 -26%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.4M 126,397 -7,679 -6%
TWM
13
TMD Wealth Management
Arizona
$10M 122,202 +3,170 +3%
GM
14
GeoWealth Management
Illinois
$9.93M 120,895 +120,895 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$9.04M 110,038 -3,255 -3%
KAS
16
Kestra Advisory Services
Texas
$8.3M 101,005 -24,663 -20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.1M 98,594 -14,366 -13%
TCWA
18
Ten Capital Wealth Advisors
Washington
$7.4M 90,082 -1,460 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$5.72M 67,982 +67,982 New
PAG
20
Private Advisor Group
New Jersey
$5.62M 68,389 +16,489 +32%
AAP
21
Arax Advisory Partners
Colorado
$4.67M 56,854 +5,303 +10%
WWM
22
Western Wealth Management
Colorado
$4.51M 55,001 -3,679 -6%
GLA
23
Good Life Advisors
Pennsylvania
$4.44M 54,057 -1,366 -2%
AOG
24
Alpha Omega Group
Virginia
$4.41M 53,672 -12,497 -19%
DADC
25
D.A. Davidson & Co
Montana
$4.33M 52,714 -1,512 -3%