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First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $341M invested in First Trust US Equity Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 77 reducing their positions, and 14 closing their positions.

Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
38
Reduced
77
Closed
14
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
+$25K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62.2M 739,679 -69,447 -9%
LPL Financial
2
LPL Financial
California
$32.7M 388,569 -58,218 -13%
Wells Fargo
3
Wells Fargo
California
$25.1M 299,059 -6,683 -2%
Bank of America
4
Bank of America
North Carolina
$19.9M 236,516 -4,743 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.3M 146,363 +3,005 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.5M 125,077 +2,672 +2%
KAS
7
Kestra Advisory Services
Texas
$9.48M 112,738 +1,741 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.17M 109,055 -938 -0.9%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$9M 107,027 -23,876 -18%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.14M 97,099 -1,079 -1%
RJA
11
Raymond James & Associates
Florida
$7.73M 91,979 +4,240 +5%
Ameriprise
12
Ameriprise
Minnesota
$7.5M 89,349 -24,564 -22%
AAP
13
Arax Advisory Partners
Colorado
$7.3M 86,865 +3,005 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.22M 85,848 -61,567 -42%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$5.16M 61,442 -1,303 -2%
UBS Group
16
UBS Group
Switzerland
$4.97M 59,107 -6,554 -10%
GLA
17
Good Life Advisors
Pennsylvania
$4.7M 55,931 +309 +0.6%
TCWA
18
Ten Capital Wealth Advisors
Washington
$4.32M 51,356 -28,163 -35%
CCP
19
Cassia Capital Partners
North Carolina
$4.13M 49,080 +5,118 +12%
DADC
20
D.A. Davidson & Co
Montana
$3.88M 46,212 -430 -0.9%
Truist Financial
21
Truist Financial
North Carolina
$3.82M 45,503 +623 +1%
ACA
22
Ascension Capital Advisors
Texas
$3.82M 45,453 -83 -0.2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.64M 43,344 +5,246 +14%
PFS
24
Prospera Financial Services
Texas
$3.46M 41,167 -1,968 -5%
HI
25
Harbour Investments
Wisconsin
$3.21M 38,180 -2,733 -7%