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First Trust US Equity Opportunities ETF

203 hedge funds and large institutions have $595M invested in First Trust US Equity Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $262K | Put options by funds: $65K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $553M → $595M (+$42M)

2.21% more ownership

Funds ownership: 47.62%49.83% (+2.2%)

2% more funds holding

Funds holding: 199203 (+4)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

Holders
203
Holders Change
+4
Holders Change %
+2.01%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
27
Increased
60
Reduced
65
Closed
21
Calls
$262K
Puts
$65K
Net Calls
+$197K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.36M +$261K +1,589 +24%
PWA
52
PCG Wealth Advisors
Kansas
$1.31M +$8.54K +52 +0.7%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.3M +$328 +2 +0%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.3M -$438K -2,666 -25%
GWP
55
Gateway Wealth Partners
Wisconsin
$1.26M +$1.27M +7,714 New
PSF
56
Pacific Sun Financial
California
$1.26M -$50.6K -308 -4%
KA
57
Kovack Advisors
Florida
$1.25M +$395K +2,407 +46%
CIA
58
Cascade Investment Advisors
Oregon
$1.19M +$39.4K +240 +3%
PG
59
Patten Group
Tennessee
$1.16M +$494K +3,006 +73%
IWM
60
IHT Wealth Management
Illinois
$1.13M +$3.78K +23 +0.3%
Creative Planning
61
Creative Planning
Kansas
$1.11M -$100K -611 -8%
CFP
62
Comprehensive Financial Planning
Pennsylvania
$1.08M -$44.3K -270 -4%
CIA
63
Concurrent Investment Advisors
Florida
$1.07M +$53.7K +327 +5%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$1.06M +$79K +481 +8%
HAG
65
HighPoint Advisor Group
Illinois
$1.02M +$1.03M +6,254 New
AA
66
Ancora Advisors
Ohio
$1.01M
EA
67
Eclectic Associates
California
$983K -$243K -1,482 -20%
ASN
68
Advisory Services Network
Georgia
$971K -$35K -213 -3%
PAG
69
Private Advisory Group
Washington
$913K +$45.3K +276 +5%
IA
70
Integrity Alliance
Iowa
$868K -$41.9K -255 -5%
IRC
71
Investors Research Corp
Georgia
$863K -$103K -626 -11%
VA
72
VestGen Advisors
Illinois
$859K -$92.8K -565 -10%
RFN
73
RDA Financial Network
Iowa
$821K -$5.75K -35 -0.7%
KDA
74
Kraft Davis & Associates
Missouri
$790K -$200K -1,216 -21%
PFS
75
Prospera Financial Services
Texas
$790K -$15.1K -92 -2%