FPX icon

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
AP
126
Appleton Partners
Massachusetts
$281K
SPL
127
Smart Portfolios LLC
Washington
$273K
CA
128
Cannon Advisors
North Carolina
$253K
AWA
129
Arkadios Wealth Advisors
Georgia
$248K
KFA
130
Kapstone Financial Advisors
Ohio
$242K
AWM
131
Accel Wealth Management
Iowa
$235K
TI
132
tru Independence
Oregon
$234K
SF
133
Sun Financial
Utah
$231K
MGIA
134
Moneta Group Investment Advisors
Missouri
$230K
MT
135
Midwest Trust
Kansas
$229K
SCA
136
Snowden Capital Advisors
New York
$225K
AF
137
Allworth Financial
California
$224K
WH
138
Willner & Heller
California
$218K
WAG
139
Wiser Advisor Group
Arizona
$217K
AA
140
Advisory Alpha
Michigan
$215K
AQR Capital Management
141
AQR Capital Management
Connecticut
$214K
HIS
142
Harvest Investment Services
Illinois
$214K
WE
143
Wealth Effects
Massachusetts
$212K
WP
144
WealthPLAN Partners
Nebraska
$212K
FHC
145
First Heartland Consultants
Missouri
$206K
PCIA
146
Prime Capital Investment Advisors
Kansas
$202K
DAS
147
Dynamic Advisor Solutions
Arizona
$202K
NS
148
NBC Securities
Alabama
$197K
ST
149
Smithfield Trust
Pennsylvania
$175K
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$155K