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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
KFGG
201
Keystone Financial Group (Georgia)
Georgia
$3.65K +$329 +2 +10%
Simplex Trading
202
Simplex Trading
Illinois
$2.7K +$2.8K +17 New
CJ
203
Caitlin John
Michigan
$1.91K
WWM
204
Wolff Wiese Magana
California
$1.27K
Russell Investments Group
205
Russell Investments Group
United Kingdom
$1.27K +$1.32K +8 New
DFA
206
DHJJ Financial Advisors
Illinois
$953
RF
207
Rossby Financial
Florida
$484
KFG
208
Kingdom Financial Group
Arizona
$318
TRCT
209
Tower Research Capital (TRC)
New York
$318
LAS
210
Lloyd Advisory Services
Georgia
$318 +$329 +2 New
BNP Paribas Financial Markets
211
BNP Paribas Financial Markets
France
-$8.18M -50,000 Closed
KWM
212
Kingsview Wealth Management
Oregon
-$6.13M -37,449 Closed
IA
213
IFG Advisory
Georgia
-$2.89M -17,693 Closed
PAG
214
Private Advisory Group
Washington
-$913K -5,579 Closed
CAGAS
215
Capital Advisory Group Advisory Services
Minnesota
-$607K -3,708 Closed
SG
216
StoneX Group
New York
-$355K -2,173 Closed
AP
217
Appleton Partners
Massachusetts
-$281K -1,716 Closed
AWM
218
Accel Wealth Management
Iowa
-$235K -1,435 Closed
AQR Capital Management
219
AQR Capital Management
Connecticut
-$214K -1,307 Closed
WP
220
WealthPLAN Partners
Nebraska
-$212K -1,294 Closed
PCIA
221
Prime Capital Investment Advisors
Kansas
-$202K -1,235 Closed
SWM
222
Spire Wealth Management
Virginia
-$104K -638 Closed
FHA
223
Flagship Harbor Advisors
Massachusetts
-$85K -519 Closed
WSFS
224
Wilmington Savings Fund Society
Delaware
-$57.3K -350 Closed
CTC
225
Central Trust Company
Missouri
-$14.9K -91 Closed