We are live on ! Find out more
FPX icon

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
AAP
76
Arax Advisory Partners
Colorado
$764K +$767K +4,670 New
WS
77
Wedbush Securities
California
$739K +$36.5K +222 +5%
KF
78
Krilogy Financial
Missouri
$712K
BEI
79
Benjamin Edwards Inc
Missouri
$707K -$54.2K -330 -7%
Corient Private Wealth
80
Corient Private Wealth
Florida
$698K +$351K +2,139 +100%
CWM
81
Cornerstone Wealth Management
Missouri
$686K -$5.58K -34 -0.8%
MQWP
82
Morey & Quinn Wealth Partners
Nebraska
$679K -$1.31K -8 -0.2%
PA
83
PFG Advisors
Arizona
$646K +$649K +3,950 New
WIA
84
World Investment Advisors
California
$637K +$19.7K +120 +3%
CWM
85
Concentrum Wealth Management
California
$631K -$140K -850 -18%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$621K +$26.4K +161 +4%
CAGAS
87
Capital Advisory Group Advisory Services
Minnesota
$607K +$98.5K +600 +19%
RA
88
RFG Advisory
Alabama
$576K -$16.6K -101 -3%
VA
89
Valmark Advisers
Ohio
$566K +$92.3K +562 +19%
LT
90
Legacy Trust
Michigan
$545K
TWM
91
TCFG Wealth Management
California
$533K -$19.5K -119 -4%
TCM
92
Triumph Capital Management
Colorado
$531K +$39.1K +238 +8%
IAS
93
Insigneo Advisory Services
Florida
$527K +$270K +1,644 +104%
RA
94
Rubicon Advisors
California
$523K +$525K +3,198 New
BAWC
95
Boyce & Associates Wealth Consulting
Texas
$514K -$56K -341 -10%
JDLA
96
J. Derek Lewis & Associates
California
$484K +$486K +2,959 New
VT
97
Vise Technologies
New York
$459K +$461K +2,806 New
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$448K +$22.8K +139 +5%
OE
99
October Effect
Virginia
$448K
APWA
100
Atlas Private Wealth Advisors
New Jersey
$447K +$493 +3 +0.1%