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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
OC
101
Oppenheimer & Co
New York
$445K
AI
102
Accredited Investors
Minnesota
$433K
CAM
103
Cresset Asset Management
Illinois
$433K +$164 +1 +0%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$424K -$38.9K -237 -8%
PFA
105
Pure Financial Advisors
California
$422K
SMC
106
Smith, Moore & Co
Missouri
$397K
CCA
107
Cottonwood Capital Advisors
Utah
$394K -$1.48K -9 -0.4%
MCC
108
Money Concepts Capital
Florida
$392K
FCM
109
Family Capital Management
Michigan
$381K
IF
110
Intrua Financial
Texas
$379K
JIP
111
Jaffetilchin Investment Partners
Florida
$371K -$300K -1,828 -45%
CB
112
Commerce Bank
Missouri
$360K
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$358K +$164 +1 +0%
MWM
114
Mosley Wealth Management
California
$356K +$349K +2,126 New
SG
115
StoneX Group
New York
$355K -$12.6K -77 -3%
CIBC World Market
116
CIBC World Market
Ontario, Canada
$354K
PWM
117
Purus Wealth Management
California
$342K
Kayne Anderson Rudnick Investment Management
118
Kayne Anderson Rudnick Investment Management
California
$336K
Bank of New York Mellon
119
Bank of New York Mellon
New York
$329K -$164 -1 -0%
BNMT
120
Bawa N Mallick Trust
New York
$327K
PFPG
121
Pinnacle Financial Partners (Georgia)
Georgia
$327K +$328K +1,996 New
BRWA
122
B. Riley Wealth Advisors
Florida
$316K
AFO
123
Arrowroot Family Office
California
$303K
Financial Engines Advisors
124
Financial Engines Advisors
California
$295K +$3.29K +20 +1%
PWM
125
Puff Wealth Management
New Jersey
$294K -$11.8K -72 -4%