We are live on ! Find out more
FPX icon

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
ST
151
Smithfield Trust
Pennsylvania
$175K
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$155K
FFA
153
Farther Finance Advisors
California
$151K -$1.2M -7,318 -89%
CHC
154
City Holding Co
West Virginia
$146K -$1.64K -10 -1%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$142K
RFP
156
Root Financial Partners
California
$136K -$328 -2 -0.2%
Citigroup
157
Citigroup
New York
$124K +$164 +1 +0.1%
PTC
158
Private Trust Company
Ohio
$104K
SWM
159
Spire Wealth Management
Virginia
$104K +$105K +638 New
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$96.2K +$57.8K +352 +149%
LIA
161
Luken Investment Analytics
Tennessee
$92.4K
William Blair & Company
162
William Blair & Company
Illinois
$87.2K +$15.3K +93 +21%
IAIM
163
International Assets Investment Management
Florida
$85.9K +$86.2K +525 New
FHA
164
Flagship Harbor Advisors
Massachusetts
$85K +$85.2K +519 New
CAM
165
Costello Asset Management
Pennsylvania
$72.2K -$16.9K -103 -19%
AssetMark Inc
166
AssetMark Inc
California
$67.1K
AUB
167
Atlantic Union Bankshares
Virginia
$65.4K
LFG
168
Larson Financial Group
Missouri
$60.2K +$164 +1 +0.3%
WTC
169
WhitTier Trust Company
Nevada
$59.2K +$57.5K +350 New
WSFS
170
Wilmington Savings Fund Society
Delaware
$57.3K
JP Morgan Chase
171
JP Morgan Chase
New York
$56.1K -$73.9K -450 -57%
BHWM
172
Beaird Harris Wealth Management
Texas
$44.8K
OCM
173
Osbon Capital Management
Massachusetts
$42.8K +$42.9K +261 New
GRP
174
Global Retirement Partners
California
$37.6K
HBW
175
Hazlett, Burt & Watson
West Virginia
$37K