First Trust Advisors
OPFI icon

First Trust Advisors’s OppFi OPFI Stock Holding History

First Trust Advisors’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
116,245
+28,258
+32% +$245K ﹤0.01% 2177
2026
Q1 		$678K Buy
87,987
+508
+0.6% +$4.65K ﹤0.01% 2283
2025
Q4 		$915K Sell
87,479
-238
-0.3% -$2.41K ﹤0.01% 2173
2025
Q3 		$994K Buy
+87,717
New +$985K ﹤0.01% 2097

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Trust Advisors's OPFI Position: Q2 2026 in Review

First Trust Advisors increased its OppFi (OPFI) stake by 32% in Q2 2026, buying an estimated $245K and bringing the position to 116,245 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

First Trust Advisors first reported a position in OPFI in Q3 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • First Trust Advisors held 116,245 shares of OppFi worth $1.15M as of Q2 2026.
  • First Trust Advisors bought 28,258 OppFi shares in Q2 2026, an estimated $245K.
  • OppFi made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2177 holding.
  • First Trust Advisors first reported a position in OppFi in Q3 2025 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.