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First Trust US Equity Opportunities ETF

200 hedge funds and large institutions have $594M invested in First Trust US Equity Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2.1% more ownership

Funds ownership: 47.62%49.72% (+2.1%)

1% more funds holding

Funds holding: 199200 (+1)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$262K
Puts
$65K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFP
26
Worthington Financial Partners
Ohio
$4.13M
HighTower Advisors
27
HighTower Advisors
Illinois
$4.07M
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$3.98M
NAM
29
NTV Asset Management
West Virginia
$3.74M
CPIG
30
Chicago Partners Investment Group
Illinois
$3.4M
PWS
31
Proactive Wealth Strategies
Georgia
$3.33M
PAG
32
Private Advisor Group
New Jersey
$3.16M
WWM
33
Western Wealth Management
Colorado
$3.06M
GSWM
34
Golden State Wealth Management
California
$3.02M
IA
35
IFG Advisory
Georgia
$2.89M
KAS
36
Kestra Advisory Services
Texas
$2.82M
Mariner
37
Mariner
Kansas
$2.74M
OBWG
38
Onyx Bridge Wealth Group
New York
$2.66M
SWP
39
Stratos Wealth Partners
Ohio
$2.66M
CA
40
Calton & Associates
Florida
$2.46M
Goldman Sachs
41
Goldman Sachs
New York
$2.34M
EH
42
Equitable Holdings
New York
$2.25M
MML Investors Services
43
MML Investors Services
Massachusetts
$2.01M
SPIA
44
Steward Partners Investment Advisory
New York
$1.96M
SWAG
45
Spectrum Wealth Advisory Group
California
$1.9M
SEIA
46
Signature Estate & Investment Advisors
California
$1.85M
AI
47
Atria Investments
North Carolina
$1.77M
IPW
48
Impact Partnership Wealth
Georgia
$1.58M
Stifel Financial
49
Stifel Financial
Missouri
$1.5M
SPC
50
Sigma Planning Corp
Michigan
$1.38M