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First Trust US Equity Opportunities ETF

210 hedge funds and large institutions have $584M invested in First Trust US Equity Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

3% more funds holding

Funds holding: 203210 (+7)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

0.85% more ownership

Funds ownership: 49.83%50.68% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $595M → $584M (-$10.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $48K

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
61
Reduced
59
Closed
17
Calls
Puts
$48K
Net Calls
-$48K
Net Calls Change
-$245K
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
76
Benjamin Edwards Inc
Missouri
$687K
CWM
77
Cornerstone Wealth Management
Missouri
$661K -$5.43K -33 -0.8%
MQWP
78
Morey & Quinn Wealth Partners
Nebraska
$659K +$164 +1 +0%
AAP
79
Arax Advisory Partners
Colorado
$657K -$87.5K -532 -11%
IAA
80
Independent Advisor Alliance
North Carolina
$634K +$657K +3,994 New
Fidelity Investments
81
Fidelity Investments
Massachusetts
$626K +$23.5K +143 +4%
IWM
82
IHT Wealth Management
Illinois
$613K -$502K -3,050 -44%
GVAG
83
Great Valley Advisor Group
Delaware
$608K +$630K +3,830 New
CWM
84
Concentrum Wealth Management
California
$597K -$16.4K -100 -3%
FTUS
85
Flow Traders U.S.
New York
$577K +$597K +3,631 New
EA
86
Eclectic Associates
California
$572K -$394K -2,397 -40%
VA
87
Valmark Advisers
Ohio
$549K
TCM
88
Triumph Capital Management
Colorado
$538K +$23.4K +142 +4%
RA
89
RFG Advisory
Alabama
$530K -$30.6K -186 -5%
LT
90
Legacy Trust
Michigan
$529K
RA
91
Rubicon Advisors
California
$527K +$20.2K +123 +4%
TWM
92
TCFG Wealth Management
California
$517K
TIA
93
TCFG Investment Advisors
California
$517K +$535K +3,256 New
SLC
94
Second Line Capital
Louisiana
$499K +$452K +2,749 New
BAWC
95
Boyce & Associates Wealth Consulting
Texas
$490K -$8.72K -53 -2%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$480K +$47.2K +287 +10%
JDLA
97
J. Derek Lewis & Associates
California
$470K
IAS
98
Insigneo Advisory Services
Florida
$469K -$43.6K -265 -8%
IA
99
Integrity Alliance
Iowa
$459K -$397K -2,416 -46%
VT
100
Vise Technologies
New York
$459K