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First Trust US Equity Opportunities ETF

160 hedge funds and large institutions have $362M invested in First Trust US Equity Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 16 closing their positions.

Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
33
Reduced
67
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$66.7M 756,421 +16,742 +2%
LPL Financial
2
LPL Financial
California
$32.3M 366,826 -21,743 -6%
Wells Fargo
3
Wells Fargo
California
$25.1M 284,896 -14,163 -5%
Bank of America
4
Bank of America
North Carolina
$13.6M 154,431 -82,085 -35%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.9M 146,453 +90 +0.1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.3M 139,870 -42,646 -23%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.1M 114,611 -10,466 -8%
KAS
8
Kestra Advisory Services
Texas
$9.91M 112,439 -299 -0.3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.92M 101,154 -5,873 -5%
AAP
10
Arax Advisory Partners
Colorado
$7.85M 89,017 +2,152 +2%
RJA
11
Raymond James & Associates
Florida
$7.78M 88,249 -3,730 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.75M 87,939 +2,091 +2%
Ameriprise
13
Ameriprise
Minnesota
$7.62M 86,369 -2,980 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.26M 82,253 -14,846 -15%
PCIA
15
Prime Capital Investment Advisors
Kansas
$5.92M 67,152 +67,152 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.31M 60,250 -1,192 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.04M 57,168 -51,887 -48%
GLA
18
Good Life Advisors
Pennsylvania
$4.96M 56,223 +292 +0.5%
CCP
19
Cassia Capital Partners
North Carolina
$4.34M 49,182 +102 +0.2%
UBS Group
20
UBS Group
Switzerland
$4.33M 49,059 -10,048 -17%
TCWA
21
Ten Capital Wealth Advisors
Washington
$4.12M 46,730 -4,626 -9%
ACA
22
Ascension Capital Advisors
Texas
$4.01M 45,453
Truist Financial
23
Truist Financial
North Carolina
$3.84M 43,581 -1,922 -4%
DADC
24
D.A. Davidson & Co
Montana
$3.67M 41,591 -4,621 -10%
PFS
25
Prospera Financial Services
Texas
$3.54M 40,132 -1,035 -3%