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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
KFA
126
Kapstone Financial Advisors
Ohio
$242K
AWM
127
Accel Wealth Management
Iowa
$235K
TI
128
tru Independence
Oregon
$234K
SF
129
Sun Financial
Utah
$231K
MGIA
130
Moneta Group Investment Advisors
Missouri
$230K
MT
131
Midwest Trust
Kansas
$229K
SCA
132
Snowden Capital Advisors
New York
$225K
AF
133
Allworth Financial
California
$224K
WH
134
Willner & Heller
California
$218K
WAG
135
Wiser Advisor Group
Arizona
$217K
AA
136
Advisory Alpha
Michigan
$215K
AQR Capital Management
137
AQR Capital Management
Connecticut
$214K
HIS
138
Harvest Investment Services
Illinois
$214K
WE
139
Wealth Effects
Massachusetts
$212K
WP
140
WealthPLAN Partners
Nebraska
$212K
FHC
141
First Heartland Consultants
Missouri
$206K
PCIA
142
Prime Capital Investment Advisors
Kansas
$202K
DAS
143
Dynamic Advisor Solutions
Arizona
$202K
NS
144
NBC Securities
Alabama
$197K
ST
145
Smithfield Trust
Pennsylvania
$175K
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$155K
FFA
147
Farther Finance Advisors
California
$151K
CHC
148
City Holding Co
West Virginia
$146K
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$142K
RFP
150
Root Financial Partners
California
$136K