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
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors's OPFI Position: Q1 2026 in Review

First Trust Advisors increased its OppFi (OPFI) stake by 0.58% in Q1 2026, buying an estimated $4.65K and bringing the position to 87,987 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

First Trust Advisors first reported a position in OPFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $994K in Q3 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • First Trust Advisors held 87,987 shares of OppFi worth $678K as of Q1 2026.
  • First Trust Advisors bought 508 OppFi shares in Q1 2026, an estimated $4.65K.
  • OppFi made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2283 holding.
  • First Trust Advisors first reported a position in OppFi in Q3 2025 and has held it in 3 quarters since.
  • First Trust Advisors's OppFi position peaked at $994K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.