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First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $330M invested in First Trust US Equity Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 26 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
26
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61.5M 558,313 -10,385 -2%
LPL Financial
2
LPL Financial
California
$32.2M 292,022 -43,987 -13%
Wells Fargo
3
Wells Fargo
California
$28.8M 261,224 +2,404 +0.9%
Bank of America
4
Bank of America
North Carolina
$14.2M 129,178 +1,921 +2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.3M 102,437 -13,004 -11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.9M 89,882 -4,962 -5%
CWM
7
Congress Wealth Management
Massachusetts
$8.68M 78,790 +78,790 New
RJA
8
Raymond James & Associates
Florida
$8.52M 77,300 -5,000 -6%
UBS Group
9
UBS Group
Switzerland
$7.92M 71,876 +17,813 +33%
CCP
10
Cassia Capital Partners
North Carolina
$7.64M 69,305 -1,816 -3%
Ameriprise
11
Ameriprise
Minnesota
$6.62M 60,046 -354 -0.6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.16M 55,905 -29,000 -34%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.85M 53,090 +1,259 +2%
GLA
14
Good Life Advisors
Pennsylvania
$5.58M 50,609 -2,313 -4%
Goldman Sachs
15
Goldman Sachs
New York
$5.26M 47,751 +19,496 +69%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.18M 46,994 +46,994 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5M 45,404 -1,586 -3%
TPWA
18
Twin Peaks Wealth Advisors
California
$4.63M 42,029 -1,264 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.32M 39,223 -5,967 -13%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.28M 38,862 +25,586 +193%
Truist Financial
21
Truist Financial
North Carolina
$4.18M 37,925 +195 +0.5%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.88M 35,231 -6,275 -15%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.66M 33,258 -15,885 -32%
HI
24
Harbour Investments
Wisconsin
$3.4M 30,863 -1,114 -3%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$3.13M 28,398 -4,538 -14%