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First Trust US Equity Opportunities ETF

195 hedge funds and large institutions have $588M invested in First Trust US Equity Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 59 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

2% less funds holding

Funds holding: 198195 (-3)

Holders
195
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
SMC
101
Smith, Moore & Co
Missouri
$397K
CCA
102
Cottonwood Capital Advisors
Utah
$394K
MCC
103
Money Concepts Capital
Florida
$392K
FCM
104
Family Capital Management
Michigan
$381K
IF
105
Intrua Financial
Texas
$379K
JIP
106
Jaffetilchin Investment Partners
Florida
$371K
CB
107
Commerce Bank
Missouri
$360K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$358K
MWM
109
Mosley Wealth Management
California
$356K
SG
110
StoneX Group
New York
$355K
CIBC World Market
111
CIBC World Market
Ontario, Canada
$354K
Corient Private Wealth
112
Corient Private Wealth
Florida
$348K
PWM
113
Purus Wealth Management
California
$342K
Kayne Anderson Rudnick Investment Management
114
Kayne Anderson Rudnick Investment Management
California
$336K
Bank of New York Mellon
115
Bank of New York Mellon
New York
$329K
PFPG
116
Pinnacle Financial Partners (Georgia)
Georgia
$327K
BRWA
117
B. Riley Wealth Advisors
Florida
$316K
AFO
118
Arrowroot Family Office
California
$303K
Financial Engines Advisors
119
Financial Engines Advisors
California
$295K
PWM
120
Puff Wealth Management
New Jersey
$294K
IWM
121
Integris Wealth Management
California
$290K
AP
122
Appleton Partners
Massachusetts
$281K
SPL
123
Smart Portfolios LLC
Washington
$273K
CA
124
Cannon Advisors
North Carolina
$253K
AWA
125
Arkadios Wealth Advisors
Georgia
$248K