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First Trust US Equity Opportunities ETF

195 hedge funds and large institutions have $588M invested in First Trust US Equity Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 59 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

2% less funds holding

Funds holding: 198195 (-3)

Holders
195
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
PWA
51
PCG Wealth Advisors
Kansas
$1.31M
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.3M
Baird Financial Group
53
Baird Financial Group
Wisconsin
$1.3M
GWP
54
Gateway Wealth Partners
Wisconsin
$1.26M
PSF
55
Pacific Sun Financial
California
$1.26M
KA
56
Kovack Advisors
Florida
$1.25M
CIA
57
Cascade Investment Advisors
Oregon
$1.19M
PG
58
Patten Group
Tennessee
$1.16M
IWM
59
IHT Wealth Management
Illinois
$1.13M
Creative Planning
60
Creative Planning
Kansas
$1.11M
CFP
61
Comprehensive Financial Planning
Pennsylvania
$1.08M
CIA
62
Concurrent Investment Advisors
Florida
$1.07M
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$1.06M
AA
64
Ancora Advisors
Ohio
$1.01M
EA
65
Eclectic Associates
California
$983K
ASN
66
Advisory Services Network
Georgia
$971K
PAG
67
Private Advisory Group
Washington
$913K
IA
68
Integrity Alliance
Iowa
$868K
IRC
69
Investors Research Corp
Georgia
$863K
VA
70
VestGen Advisors
Illinois
$859K
RFN
71
RDA Financial Network
Iowa
$821K
KDA
72
Kraft Davis & Associates
Missouri
$790K
PFS
73
Prospera Financial Services
Texas
$790K
AAP
74
Arax Advisory Partners
Colorado
$764K
WS
75
Wedbush Securities
California
$739K