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First Trust US Equity Opportunities ETF

161 hedge funds and large institutions have $355M invested in First Trust US Equity Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

43% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 63

50% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 38

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$2.23M
2 -$1.93M
3 -$1.88M
4
AWM
AE Wealth Management
Kansas
-$1.77M
5
AR
Apeiron RIA
Texas
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$787K
IWM
52
IHT Wealth Management
Illinois
$763K
CIA
53
Cascade Investment Advisors
Oregon
$757K
ASN
54
Advisory Services Network
Georgia
$720K
KDA
55
Kraft Davis & Associates
Missouri
$703K
PAG
56
Private Advisory Group
Washington
$688K
IRC
57
Investors Research Corp
Georgia
$682K
NAM
58
NTV Asset Management
West Virginia
$674K
IA
59
IFG Advisory
Georgia
$649K
APWA
60
Atlas Private Wealth Advisors
New Jersey
$623K
CWM
61
Concentrum Wealth Management
California
$615K
KA
62
Kovack Advisors
Florida
$591K
RFN
63
RDA Financial Network
Iowa
$585K
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$569K
VA
65
VestGen Advisors
Illinois
$566K
CIA
66
Concurrent Investment Advisors
Florida
$557K
PFS
67
Prospera Financial Services
Texas
$549K
MML Investors Services
68
MML Investors Services
Massachusetts
$541K
MQWP
69
Morey & Quinn Wealth Partners
Nebraska
$520K
BEI
70
Benjamin Edwards Inc
Missouri
$505K
AAP
71
Arax Advisory Partners
Colorado
$503K
CWM
72
Cornerstone Wealth Management
Missouri
$484K
JIP
73
Jaffetilchin Investment Partners
Florida
$457K
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$449K
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$438K