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First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $360M invested in First Trust US Equity Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 83 reducing their positions, and 16 closing their positions.

Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
30
Reduced
83
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61.7M 583,112 -686,384 -54%
LPL Financial
2
LPL Financial
California
$35.8M 338,636 -8,421 -2%
Wells Fargo
3
Wells Fargo
California
$27.5M 259,919 -1,745 -0.7%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13.8M 130,004 +24,514 +23%
Bank of America
5
Bank of America
North Carolina
$13.4M 126,838 -347 -0.3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.1M 104,773 -12,210 -10%
AAP
7
Arax Advisory Partners
Colorado
$9.81M 92,733 -256 -0.3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.03M 85,374 -3,823 -4%
RJA
9
Raymond James & Associates
Florida
$8.86M 83,730 -6,086 -7%
GM
10
GeoWealth Management
Illinois
$7.55M 71,378 +71,378 New
CCP
11
Cassia Capital Partners
North Carolina
$7.23M 68,367 +4,160 +6%
Ameriprise
12
Ameriprise
Minnesota
$7.1M 67,026 -9,279 -12%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.33M 59,911 -13,287 -18%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$6.27M 59,293 -7,400 -11%
CA
15
Cetera Advisors
Colorado
$6.23M 58,906 +28,679 +95%
GLA
16
Good Life Advisors
Pennsylvania
$5.97M 56,384 -387 -0.7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.76M 54,465 -1,801 -3%
UBS Group
18
UBS Group
Switzerland
$5.51M 52,111 +1,132 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$5.43M 51,349 -15,080 -23%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.11M 48,303 -24,104 -33%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$5.01M 47,307 -11,015 -19%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.93M 46,565 +133 +0.3%
TPWA
23
Twin Peaks Wealth Advisors
California
$4.68M 44,207 -2,718 -6%
Truist Financial
24
Truist Financial
North Carolina
$4.17M 39,379 -89 -0.2%
DADC
25
D.A. Davidson & Co
Montana
$3.68M 34,774 -2,811 -7%