Stocks With The Most
Increased Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Net increased
positions 		Increased positions Reduced positions Return since
30 Sep ‘25
2001
14 20 6 0.88%
2002
14 71 57 32.1%
2003
14 57 43 1.7%
FPX icon
2004
First Trust US Equity Opportunities ETF
FPX
$1.19B
14 64 50 1.63%
2005
14 176 162 30%
2006
14 54 40 22.3%
2007
14 32 18 13.8%
2008
14 86 72 16.1%
2009
14 27 13 14.6%
2010
14 38 24 4.03%
BRBS icon
2011
Blue Ridge Bankshares
BRBS
$379M
14 35 21 1.89%
2012
14 56 42 14.2%
2013
14 16 2 9.48%
2014
14 37 23 8.91%
2015
14 64 50 17.5%
2016
14 50 36 95.7%
2017
14 29 15 10.3%
2018
14 39 25 41%
2019
13 25 12 6.05%
2020
13 41 28 12.1%
2021
13 37 24 40.7%
2022
13 21 8 8.82%
2023
13 134 121 11.6%
2024
13 86 73 8.38%
2025
13 28 15 1.83%
79 80
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