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First Trust US Equity Opportunities ETF

175 hedge funds and large institutions have $454M invested in First Trust US Equity Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.04% less ownership

Funds ownership: 48.62%47.58% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 58

Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$231K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
126
tru Independence
Oregon
$206K
DAS
127
Dynamic Advisor Solutions
Arizona
$205K
MGIA
128
Moneta Group Investment Advisors
Missouri
$203K
ST
129
Smithfield Trust
Pennsylvania
$155K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$151K
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$140K
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$138K
CHC
133
City Holding Co
West Virginia
$130K
FFA
134
Farther Finance Advisors
California
$120K
Citigroup
135
Citigroup
New York
$110K
SWM
136
Spire Wealth Management
Virginia
$92.5K
LIA
137
Luken Investment Analytics
Tennessee
$81.9K
PTC
138
Private Trust Company
Ohio
$78.8K
CAM
139
Costello Asset Management
Pennsylvania
$78.7K
William Blair & Company
140
William Blair & Company
Illinois
$63.8K
AssetMark Inc
141
AssetMark Inc
California
$59.4K
AUB
142
Atlantic Union Bankshares
Virginia
$58K
GWSG
143
GPS Wealth Strategies Group
Colorado
$55.6K
LFG
144
Larson Financial Group
Missouri
$53.2K
IA
145
IFP Advisors
Florida
$51.4K
WSFS
146
Wilmington Savings Fund Society
Delaware
$50.7K
FHA
147
First Horizon Advisors
Tennessee
$43.5K
BHWM
148
Beaird Harris Wealth Management
Texas
$39.7K
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$34.2K
GRP
150
Global Retirement Partners
California
$33.3K