We are live on ! Find out more
FPX icon

First Trust US Equity Opportunities ETF

203 hedge funds and large institutions have $595M invested in First Trust US Equity Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $262K | Put options by funds: $65K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $553M → $595M (+$42M)

2.21% more ownership

Funds ownership: 47.62%49.83% (+2.2%)

2% more funds holding

Funds holding: 199203 (+4)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

Holders
203
Holders Change
+4
Holders Change %
+2.01%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
27
Increased
60
Reduced
65
Closed
21
Calls
$262K
Puts
$65K
Net Calls
+$197K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
WFP
26
Worthington Financial Partners
Ohio
$4.13M +$4.15M +25,275 New
HighTower Advisors
27
HighTower Advisors
Illinois
$4.07M -$348K -2,116 -8%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$3.98M -$328K -1,997 -8%
NAM
29
NTV Asset Management
West Virginia
$3.74M -$230K -1,399 -6%
CPIG
30
Chicago Partners Investment Group
Illinois
$3.4M +$26.4K +161 +0.8%
PWS
31
Proactive Wealth Strategies
Georgia
$3.33M +$5.09K +31 +0.2%
PAG
32
Private Advisor Group
New Jersey
$3.16M +$579K +3,524 +22%
WWM
33
Western Wealth Management
Colorado
$3.06M -$282K -1,720 -8%
GSWM
34
Golden State Wealth Management
California
$3.02M -$56.7K -345 -2%
IA
35
IFG Advisory
Georgia
$2.89M +$241K +1,465 +9%
KAS
36
Kestra Advisory Services
Texas
$2.82M -$61.6K -375 -2%
Mariner
37
Mariner
Kansas
$2.74M -$78.7K -479 -3%
OBWG
38
Onyx Bridge Wealth Group
New York
$2.66M +$3.78K +23 +0.1%
SWP
39
Stratos Wealth Partners
Ohio
$2.66M +$2.18M +13,252 +439%
CA
40
Calton & Associates
Florida
$2.46M -$50.6K -308 -2%
Goldman Sachs
41
Goldman Sachs
New York
$2.34M +$2.35M +14,304 New
EH
42
Equitable Holdings
New York
$2.25M +$277K +1,686 +14%
MML Investors Services
43
MML Investors Services
Massachusetts
$2.01M +$314K +1,909 +18%
SPIA
44
Steward Partners Investment Advisory
New York
$1.96M +$60.3K +367 +3%
SWAG
45
Spectrum Wealth Advisory Group
California
$1.9M
SEIA
46
Signature Estate & Investment Advisors
California
$1.85M -$46.6K -284 -2%
AI
47
Atria Investments
North Carolina
$1.77M -$55.5K -338 -3%
IPW
48
Impact Partnership Wealth
Georgia
$1.58M +$120K +732 +8%
Stifel Financial
49
Stifel Financial
Missouri
$1.5M -$13.8K -84 -0.9%
SPC
50
Sigma Planning Corp
Michigan
$1.38M -$124K -757 -8%