FPX icon

First Trust US Equity Opportunities ETF

152 hedge funds and large institutions have $331M invested in First Trust US Equity Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 67 reducing their positions, and 23 closing their positions.

Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
24
Reduced
67
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.1M 655,976 -100,445 -13%
LPL Financial
2
LPL Financial
California
$30M 357,740 -9,086 -2%
Wells Fargo
3
Wells Fargo
California
$22.6M 268,894 -16,002 -6%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$12.2M 145,856 -597 -0.4%
Bank of America
5
Bank of America
North Carolina
$12.1M 144,393 -10,038 -6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.9M 129,822 -10,048 -7%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$9.48M 112,844 +11,690 +12%
RJA
8
Raymond James & Associates
Florida
$7.79M 92,784 +4,535 +5%
AAP
9
Arax Advisory Partners
Colorado
$7.77M 92,469 +3,452 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.64M 90,998 +8,745 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.32M 87,163 -27,448 -24%
Ameriprise
12
Ameriprise
Minnesota
$7.11M 84,671 -1,698 -2%
EFG
13
Ethos Financial Group
Pennsylvania
$6.35M 75,624 +75,624 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.89M 70,128 -17,811 -20%
IAIM
15
International Assets Investment Management
Florida
$5.38M 169,028 +169,028 New
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$5.06M 60,263 +60,263 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$4.89M 58,276 -1,974 -3%
GLA
18
Good Life Advisors
Pennsylvania
$4.67M 55,578 -645 -1%
GM
19
GeoWealth Management
Illinois
$4.63M 55,161 +21,377 +63%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.47M 53,202 -3,966 -7%
UBS Group
21
UBS Group
Switzerland
$4.34M 51,628 +2,569 +5%
CCP
22
Cassia Capital Partners
North Carolina
$4.03M 47,948 -1,234 -3%
TWM
23
TMD Wealth Management
Arizona
$4.01M 47,705 +47,705 New
ACA
24
Ascension Capital Advisors
Texas
$3.79M 45,172 -281 -0.6%
Citadel Advisors
25
Citadel Advisors
Florida
$3.47M 41,348 +7,952 +24%