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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$515K
BAWC
77
Boyce & Associates Wealth Consulting
Texas
$513K
TWM
78
TCFG Wealth Management
California
$503K
NS
79
NBC Securities
Alabama
$473K
CAGAS
80
Capital Advisory Group Advisory Services
Minnesota
$450K
HFA
81
Hershey Financial Advisers
Pennsylvania
$447K
PG
82
Patten Group
Tennessee
$436K
TSWM
83
Tyler-Stone Wealth Management
Ohio
$431K
SWP
84
Stratos Wealth Partners
Ohio
$431K
CAM
85
Cresset Asset Management
Illinois
$412K
IA
86
Integrity Alliance
Iowa
$411K
Corient Private Wealth
87
Corient Private Wealth
Florida
$404K
AF
88
Allworth Financial
California
$398K
OE
89
October Effect
Virginia
$396K
WS
90
Wedbush Securities
California
$384K
AI
91
Accredited Investors
Minnesota
$384K
SMC
92
Smith, Moore & Co
Missouri
$382K
PFA
93
Pure Financial Advisors
California
$374K
EH
94
Equitable Holdings
New York
$372K
CIBC World Market
95
CIBC World Market
Ontario, Canada
$350K
MCC
96
Money Concepts Capital
Florida
$347K
CCA
97
Cottonwood Capital Advisors
Utah
$341K
WIA
98
World Investment Advisors
California
$339K
FCM
99
Family Capital Management
Michigan
$337K
SG
100
StoneX Group
New York
$334K