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First Trust US Equity Opportunities ETF

185 hedge funds and large institutions have $364M invested in First Trust US Equity Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 8 closing their positions.

Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
40
Reduced
64
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$68.2M 570,267 +11,954 +2%
LPL Financial
2
LPL Financial
California
$33.2M 277,479 -14,543 -5%
Wells Fargo
3
Wells Fargo
California
$30.5M 255,337 -5,887 -2%
Bank of America
4
Bank of America
North Carolina
$17M 142,375 +13,197 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$14.2M 118,788 +118,788 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$12.1M 101,309 -1,128 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.4M 86,759 -3,123 -3%
CWM
8
Congress Wealth Management
Massachusetts
$9.46M 79,140 +350 +0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.12M 76,318 +23,228 +44%
CCP
10
Cassia Capital Partners
North Carolina
$8.11M 67,827 -1,478 -2%
Truist Financial
11
Truist Financial
North Carolina
$7.31M 61,185 +23,260 +61%
UBS Group
12
UBS Group
Switzerland
$7.28M 60,935 -10,941 -15%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.09M 59,359 +13,955 +31%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.1M 51,024 -4,881 -9%
Ameriprise
15
Ameriprise
Minnesota
$5.95M 49,760 -10,286 -17%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.67M 47,422 +428 +0.9%
TPWA
17
Twin Peaks Wealth Advisors
California
$4.79M 40,092 -1,937 -5%
GLA
18
Good Life Advisors
Pennsylvania
$4.72M 39,493 -11,116 -22%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.86M 32,259 -999 -3%
HI
20
Harbour Investments
Wisconsin
$3.49M 29,176 -1,687 -5%
Goldman Sachs
21
Goldman Sachs
New York
$3.43M 28,730 -19,021 -40%
DADC
22
D.A. Davidson & Co
Montana
$3.32M 27,790 +721 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.31M 27,711 -7,520 -21%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.28M 27,467 -931 -3%
KAS
25
Kestra Advisory Services
Texas
$2.97M 24,861 +4,073 +20%