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First Trust US Equity Opportunities ETF

201 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 26 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: $ → $

2.12% more ownership

Funds ownership: 47.62%49.74% (+2.1%)

1% more funds holding

Funds holding: 199201 (+2)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

Holders
201
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
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$155K
FFA
152
Farther Finance Advisors
California
$151K
CHC
153
City Holding Co
West Virginia
$146K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$142K
RFP
155
Root Financial Partners
California
$136K
Citigroup
156
Citigroup
New York
$124K
PTC
157
Private Trust Company
Ohio
$104K
SWM
158
Spire Wealth Management
Virginia
$104K
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$96.2K
LIA
160
Luken Investment Analytics
Tennessee
$92.4K
William Blair & Company
161
William Blair & Company
Illinois
$87.2K
IAIM
162
International Assets Investment Management
Florida
$85.9K
FHA
163
Flagship Harbor Advisors
Massachusetts
$85K
CAM
164
Costello Asset Management
Pennsylvania
$72.2K
AssetMark Inc
165
AssetMark Inc
California
$67.1K
AUB
166
Atlantic Union Bankshares
Virginia
$65.4K
LFG
167
Larson Financial Group
Missouri
$60.2K
WTC
168
WhitTier Trust Company
Nevada
$59.2K
WSFS
169
Wilmington Savings Fund Society
Delaware
$57.3K
JP Morgan Chase
170
JP Morgan Chase
New York
$56.1K
BHWM
171
Beaird Harris Wealth Management
Texas
$44.8K
OCM
172
Osbon Capital Management
Massachusetts
$42.8K
GRP
173
Global Retirement Partners
California
$37.6K
HBW
174
Hazlett, Burt & Watson
West Virginia
$37K
IA
175
IFP Advisors
Florida
$32.7K