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First Trust US Equity Opportunities ETF

210 hedge funds and large institutions have $584M invested in First Trust US Equity Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

3% more funds holding

Funds holding: 203210 (+7)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

0.85% more ownership

Funds ownership: 49.83%50.68% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $595M → $584M (-$10.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $48K

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
61
Reduced
59
Closed
17
Calls
Puts
$48K
Net Calls
-$48K
Net Calls Change
-$245K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Advisory Alpha
Michigan
$209K +$164 +1 +0.1%
WE
152
Wealth Effects
Massachusetts
$206K
CAG
153
Csenge Advisory Group
Florida
$204K +$211K +1,282 New
NS
154
NBC Securities
Alabama
$191K
WAG
155
Wiser Advisor Group
Arizona
$187K -$24.8K -151 -11%
ST
156
Smithfield Trust
Pennsylvania
$169K
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$151K
FFA
158
Farther Finance Advisors
California
$149K
CHC
159
City Holding Co
West Virginia
$141K
RFP
160
Root Financial Partners
California
$132K
Citigroup
161
Citigroup
New York
$121K
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$113K -$25.3K -154 -18%
AF
163
Allworth Financial
California
$106K -$116K -704 -51%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$101K +$8.39K +51 +9%
LIA
165
Luken Investment Analytics
Tennessee
$89.7K
PTC
166
Private Trust Company
Ohio
$88K -$13.8K -84 -13%
WTC
167
WhitTier Trust Company
Nevada
$86.7K +$29.4K +179 +51%
William Blair & Company
168
William Blair & Company
Illinois
$84.6K
CAM
169
Costello Asset Management
Pennsylvania
$72.5K +$2.63K +16 +4%
AssetMark Inc
170
AssetMark Inc
California
$65.1K
AUB
171
Atlantic Union Bankshares
Virginia
$63.5K
LFG
172
Larson Financial Group
Missouri
$58.4K
UBS AM
173
UBS AM
Illinois
$55.6K +$57.6K +350 New
GCP
174
Gill Capital Partners
Colorado
$53.8K +$55.7K +339 New
JP Morgan Chase
175
JP Morgan Chase
New York
$52.2K