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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
IWM
126
Integris Wealth Management
California
$290K
AP
127
Appleton Partners
Massachusetts
$281K
SPL
128
Smart Portfolios LLC
Washington
$273K -$9.03K -55 -3%
CA
129
Cannon Advisors
North Carolina
$253K +$328 +2 +0.1%
AWA
130
Arkadios Wealth Advisors
Georgia
$248K -$3.94K -24 -2%
CIM
131
Capital Investment Management
Missouri
$246K +$247K +1,504 New
KFA
132
Kapstone Financial Advisors
Ohio
$242K -$60.3K -367 -20%
AWM
133
Accel Wealth Management
Iowa
$235K +$4.43K +27 +2%
TI
134
tru Independence
Oregon
$234K +$328 +2 +0.1%
SF
135
Sun Financial
Utah
$231K +$232K +1,410 New
MGIA
136
Moneta Group Investment Advisors
Missouri
$230K +$164 +1 +0.1%
MT
137
Midwest Trust
Kansas
$229K -$4.11K -25 -2%
SCA
138
Snowden Capital Advisors
New York
$225K
AF
139
Allworth Financial
California
$224K -$226K -1,377 -50%
WH
140
Willner & Heller
California
$218K +$328 +2 +0.2%
WAG
141
Wiser Advisor Group
Arizona
$217K +$328 +2 +0.2%
AA
142
Advisory Alpha
Michigan
$215K +$164 +1 +0.1%
AQR Capital Management
143
AQR Capital Management
Connecticut
$214K -$226K -1,377 -51%
HIS
144
Harvest Investment Services
Illinois
$214K +$214K +1,306 New
WE
145
Wealth Effects
Massachusetts
$212K
WP
146
WealthPLAN Partners
Nebraska
$212K +$10K +61 +5%
FHC
147
First Heartland Consultants
Missouri
$206K +$207K +1,262 New
PCIA
148
Prime Capital Investment Advisors
Kansas
$202K +$164 +1 +0.1%
DAS
149
Dynamic Advisor Solutions
Arizona
$202K -$29.6K -180 -13%
NS
150
NBC Securities
Alabama
$197K +$328 +2 +0.2%