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
Morgan Stanley
1
Morgan Stanley
New York
$108M -$305K -1,855 -0.3%
LPL Financial
2
LPL Financial
California
$75.7M -$3.84M -23,360 -5%
Wells Fargo
3
Wells Fargo
California
$55.7M +$1.92M +11,677 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$31M +$5.39M +32,827 +21%
Bank of America
5
Bank of America
North Carolina
$23.3M +$4.83M +29,434 +26%
SL
6
Systelligence LLC
Minnesota
$18.1M +$18.1M +110,426 New
Osaic Holdings
7
Osaic Holdings
Arizona
$16.3M +$653K +3,976 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.6M +$87.7K +534 +0.6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$13.7M -$1.34M -8,132 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.7M +$2.92M +17,782 +33%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10.1M +$905K +5,510 +10%
CCP
12
Cassia Capital Partners
North Carolina
$9.23M -$1.17M -7,152 -11%
UBS Group
13
UBS Group
Switzerland
$8.42M -$153K -933 -2%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$8.18M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.87M -$4.76K -29 -0.1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$7.82M -$223K -1,357 -3%
Ameriprise
17
Ameriprise
Minnesota
$7.28M +$1.57M +9,563 +27%
KWM
18
Kingsview Wealth Management
Oregon
$6.13M +$6.15M +37,449 New
OFS
19
OneAscent Financial Services
Alabama
$5.91M +$5.93M +36,118 New
TPWA
20
Twin Peaks Wealth Advisors
California
$5.77M -$126K -768 -2%
NA
21
NewEdge Advisors
Louisiana
$5.4M -$1.45M -8,818 -21%
Truist Financial
22
Truist Financial
North Carolina
$5.27M -$76.2K -464 -1%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$5.1M +$854K +5,202 +20%
HI
24
Harbour Investments
Wisconsin
$4.84M +$153K +930 +3%
DADC
25
D.A. Davidson & Co
Montana
$4.63M +$330K +2,011 +8%