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First Trust US Equity Opportunities ETF

200 hedge funds and large institutions have $594M invested in First Trust US Equity Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

2.1% more ownership

Funds ownership: 47.62%49.72% (+2.1%)

1% more funds holding

Funds holding: 199200 (+1)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
AI
101
Accredited Investors
Minnesota
$433K
CAM
102
Cresset Asset Management
Illinois
$433K
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$424K
PFA
104
Pure Financial Advisors
California
$422K
SMC
105
Smith, Moore & Co
Missouri
$397K
CCA
106
Cottonwood Capital Advisors
Utah
$394K
MCC
107
Money Concepts Capital
Florida
$392K
FCM
108
Family Capital Management
Michigan
$381K
IF
109
Intrua Financial
Texas
$379K
JIP
110
Jaffetilchin Investment Partners
Florida
$371K
CB
111
Commerce Bank
Missouri
$360K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$358K
MWM
113
Mosley Wealth Management
California
$356K
SG
114
StoneX Group
New York
$355K
CIBC World Market
115
CIBC World Market
Ontario, Canada
$354K
PWM
116
Purus Wealth Management
California
$342K
Kayne Anderson Rudnick Investment Management
117
Kayne Anderson Rudnick Investment Management
California
$336K
Bank of New York Mellon
118
Bank of New York Mellon
New York
$329K
BNMT
119
Bawa N Mallick Trust
New York
$327K
PFPG
120
Pinnacle Financial Partners (Georgia)
Georgia
$327K
BRWA
121
B. Riley Wealth Advisors
Florida
$316K
AFO
122
Arrowroot Family Office
California
$303K
Financial Engines Advisors
123
Financial Engines Advisors
California
$295K
PWM
124
Puff Wealth Management
New Jersey
$294K
IWM
125
Integris Wealth Management
California
$290K