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First Trust US Equity Opportunities ETF

175 hedge funds and large institutions have $454M invested in First Trust US Equity Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.04% less ownership

Funds ownership: 48.62%47.58% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 58

Holders
175
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
$231K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
51
HRT Financial
New York
$1.03M
IPW
52
Impact Partnership Wealth
Georgia
$1.02M
CFP
53
Comprehensive Financial Planning
Pennsylvania
$993K
IWM
54
IHT Wealth Management
Illinois
$990K
CIA
55
Cascade Investment Advisors
Oregon
$984K
AAS
56
Ameritas Advisory Services
Nebraska
$978K
ASN
57
Advisory Services Network
Georgia
$925K
KDA
58
Kraft Davis & Associates
Missouri
$893K
IRC
59
Investors Research Corp
Georgia
$884K
CIA
60
Concurrent Investment Advisors
Florida
$823K
VA
61
VestGen Advisors
Illinois
$823K
CWM
62
Concentrum Wealth Management
California
$798K
APWA
63
Atlas Private Wealth Advisors
New Jersey
$792K
KA
64
Kovack Advisors
Florida
$762K
RFN
65
RDA Financial Network
Iowa
$759K
PFS
66
Prospera Financial Services
Texas
$734K
SPC
67
Sigma Planning Corp
Michigan
$687K
BEI
68
Benjamin Edwards Inc
Missouri
$674K
AAP
69
Arax Advisory Partners
Colorado
$614K
CWM
70
Cornerstone Wealth Management
Missouri
$612K
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$611K
MQWP
72
Morey & Quinn Wealth Partners
Nebraska
$603K
JIP
73
Jaffetilchin Investment Partners
Florida
$593K
Two Sigma Investments
74
Two Sigma Investments
New York
$590K
RA
75
RFG Advisory
Alabama
$552K