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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.29M +$34.4K +209 +3%
PWA
52
PCG Wealth Advisors
Kansas
$1.27M -$1.32K -8 -0.1%
CIA
53
Cascade Investment Advisors
Oregon
$1.27M +$121K +735 +10%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$1.25M -$17.8K -108 -1%
SPC
55
Sigma Planning Corp
Michigan
$1.25M -$103K -624 -7%
KA
56
Kovack Advisors
Florida
$1.19M -$38.8K -236 -3%
CFP
57
Comprehensive Financial Planning
Pennsylvania
$1.16M +$113K +688 +10%
PG
58
Patten Group
Tennessee
$1.16M +$28K +170 +2%
AIP
59
Ameritas Investment Partners
Nebraska
$1.16M +$1.18M +7,185 +7,563%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.13M -$851K -5,175 -42%
Creative Planning
61
Creative Planning
Kansas
$1.08M +$3.13K +19 +0.3%
AA
62
Ancora Advisors
Ohio
$1.03M +$49.3K +300 +5%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$1.03M +$987 +6 +0.1%
HAG
64
HighPoint Advisor Group
Illinois
$973K -$20.6K -125 -2%
VA
65
VestGen Advisors
Illinois
$969K -$13.8K -84 -2%
CIA
66
Concurrent Investment Advisors
Florida
$931K -$113K -686 -10%
ASN
67
Advisory Services Network
Georgia
$909K -$34.9K -212 -4%
WS
68
Wedbush Securities
California
$827K +$114K +691 +15%
KDA
69
Kraft Davis & Associates
Missouri
$814K -$24.5K -149 -3%
RFN
70
RDA Financial Network
Iowa
$797K
PFS
71
Prospera Financial Services
Texas
$767K
KF
72
Krilogy Financial
Missouri
$757K
PA
73
PFG Advisors
Arizona
$750K +$127K +771 +20%
WIA
74
World Investment Advisors
California
$726K +$112K +681 +17%
IRC
75
Investors Research Corp
Georgia
$694K -$148K -903 -17%