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First Trust US Equity Opportunities ETF

200 hedge funds and large institutions have $594M invested in First Trust US Equity Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2.1% more ownership

Funds ownership: 47.62%49.72% (+2.1%)

1% more funds holding

Funds holding: 199200 (+1)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.36M
PWA
52
PCG Wealth Advisors
Kansas
$1.31M
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.3M
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.3M
GWP
55
Gateway Wealth Partners
Wisconsin
$1.26M
PSF
56
Pacific Sun Financial
California
$1.26M
KA
57
Kovack Advisors
Florida
$1.25M
CIA
58
Cascade Investment Advisors
Oregon
$1.19M
PG
59
Patten Group
Tennessee
$1.16M
IWM
60
IHT Wealth Management
Illinois
$1.13M
Creative Planning
61
Creative Planning
Kansas
$1.11M
CFP
62
Comprehensive Financial Planning
Pennsylvania
$1.08M
CIA
63
Concurrent Investment Advisors
Florida
$1.07M
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$1.06M
AA
65
Ancora Advisors
Ohio
$1.01M
EA
66
Eclectic Associates
California
$983K
ASN
67
Advisory Services Network
Georgia
$971K
PAG
68
Private Advisory Group
Washington
$913K
IA
69
Integrity Alliance
Iowa
$868K
IRC
70
Investors Research Corp
Georgia
$863K
VA
71
VestGen Advisors
Illinois
$859K
RFN
72
RDA Financial Network
Iowa
$821K
KDA
73
Kraft Davis & Associates
Missouri
$790K
PFS
74
Prospera Financial Services
Texas
$790K
AAP
75
Arax Advisory Partners
Colorado
$764K