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First Trust US Equity Opportunities ETF

175 hedge funds and large institutions have $454M invested in First Trust US Equity Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
41
Reduced
58
Closed
14
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$84.1M -$1.09M -7,519 -1%
LPL Financial
2
LPL Financial
California
$68.1M +$11.6M +79,942 +20%
Wells Fargo
3
Wells Fargo
California
$45.5M +$3.89M +26,830 +9%
Raymond James Financial
4
Raymond James Financial
Florida
$21.1M +$3.45M +23,784 +20%
Bank of America
5
Bank of America
North Carolina
$16.4M -$3.68M -25,376 -18%
CWM
6
Congress Wealth Management
Massachusetts
$14.3M +$38.1K +263 +0.3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$12.8M -$1.49M -10,272 -10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$12.5M -$320K -2,210 -2%
CCP
9
Cassia Capital Partners
North Carolina
$9.31M -$302K -2,083 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.74M +$208K +1,435 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.98M +$157K +1,081 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.77M -$672K -4,641 -9%
UBS Group
13
UBS Group
Switzerland
$6.67M -$1.91M -13,190 -22%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.59M -$4.13M -28,482 -38%
NA
15
NewEdge Advisors
Louisiana
$6.18M +$4.92M +33,924 +388%
TPWA
16
Twin Peaks Wealth Advisors
California
$5.8M -$224K -1,443 -4%
Ameriprise
17
Ameriprise
Minnesota
$5.3M -$560K -3,865 -10%
Truist Financial
18
Truist Financial
North Carolina
$4.6M -$4.02M -27,721 -47%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.23M +$2.15M +14,838 +103%
HI
20
Harbour Investments
Wisconsin
$4.16M +$42K +290 +1%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.05M -$47.4K -327 -1%
DADC
22
D.A. Davidson & Co
Montana
$3.82M -$332K -2,292 -8%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.75M -$62K -431 -2%
NAM
24
NTV Asset Management
West Virginia
$3.47M +$2.6M +17,931 +297%
KAS
25
Kestra Advisory Services
Texas
$3.2M +$489K +3,373 +18%