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First Trust US Equity Opportunities ETF

210 hedge funds and large institutions have $584M invested in First Trust US Equity Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

3% more funds holding

Funds holding: 203210 (+7)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

0.85% more ownership

Funds ownership: 49.83%50.68% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $595M → $584M (-$10.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $48K

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
61
Reduced
59
Closed
17
Calls
Puts
$48K
Net Calls
-$48K
Net Calls Change
-$245K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$95.8M -$8.98M -54,624 -8%
LPL Financial
2
LPL Financial
California
$67.3M -$6.4M -38,923 -8%
Wells Fargo
3
Wells Fargo
California
$53.2M -$956K -5,814 -2%
Bank of America
4
Bank of America
North Carolina
$32.4M +$10.2M +61,752 +43%
Raymond James Financial
5
Raymond James Financial
Florida
$28.5M -$1.62M -9,850 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17.9M +$6.79M +41,319 +58%
SL
7
Systelligence LLC
Minnesota
$16.2M -$1.4M -8,506 -8%
Osaic Holdings
8
Osaic Holdings
Arizona
$14.5M -$1.36M -8,299 -8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$13.8M +$497K +3,024 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13.2M -$917K -5,574 -6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.98M +$143K +869 +1%
CCP
12
Cassia Capital Partners
North Carolina
$9.34M +$393K +2,392 +4%
UBS Group
13
UBS Group
Switzerland
$9.17M +$1.04M +6,304 +12%
Ameriprise
14
Ameriprise
Minnesota
$8.35M +$1.34M +8,145 +18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.33M +$715K +4,346 +9%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$7.59M +$2.74M +16,651 +53%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$7.48M -$112K -684 -1%
EFG
18
Ethos Financial Group
Pennsylvania
$7.23M +$7.48M +45,500 New
Truist Financial
19
Truist Financial
North Carolina
$6.48M +$1.41M +8,576 +27%
PWS
20
Proactive Wealth Strategies
Georgia
$6.45M +$3.33M +20,275 +100%
OFS
21
OneAscent Financial Services
Alabama
$5.7M -$36.8K -224 -0.6%
TPWA
22
Twin Peaks Wealth Advisors
California
$5.57M +$42.8K +260 +0.7%
HI
23
Harbour Investments
Wisconsin
$5.5M +$830K +5,047 +17%
DADC
24
D.A. Davidson & Co
Montana
$4.8M +$323K +1,964 +7%
NA
25
NewEdge Advisors
Louisiana
$4.28M -$996K -6,057 -18%