FPX icon

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
Citigroup
151
Citigroup
New York
$124K
PTC
152
Private Trust Company
Ohio
$104K
SWM
153
Spire Wealth Management
Virginia
$104K
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$96.2K
LIA
155
Luken Investment Analytics
Tennessee
$92.4K
William Blair & Company
156
William Blair & Company
Illinois
$87.2K
IAIM
157
International Assets Investment Management
Florida
$85.9K
FHA
158
Flagship Harbor Advisors
Massachusetts
$85K
CAM
159
Costello Asset Management
Pennsylvania
$72.2K
AssetMark Inc
160
AssetMark Inc
California
$67.1K
AUB
161
Atlantic Union Bankshares
Virginia
$65.4K
LFG
162
Larson Financial Group
Missouri
$60.2K
WTC
163
WhitTier Trust Company
Nevada
$59.2K
WSFS
164
Wilmington Savings Fund Society
Delaware
$57.3K
JP Morgan Chase
165
JP Morgan Chase
New York
$56.1K
BHWM
166
Beaird Harris Wealth Management
Texas
$44.8K
GRP
167
Global Retirement Partners
California
$37.6K
HBW
168
Hazlett, Burt & Watson
West Virginia
$37K
IA
169
IFP Advisors
Florida
$32.7K
Comerica Bank
170
Comerica Bank
Texas
$29.9K
PWMG
171
Prestige Wealth Management Group
New Jersey
$29K
MNA
172
Manning & Napier Advisors
New York
$28.6K
TCOT
173
Trust Company of Toledo
Ohio
$27.3K
AG
174
AmeriFlex Group
Nevada
$24.5K
NFSG
175
Newbridge Financial Services Group
Florida
$24.5K