First Trust Alt Opport-IVFLEX
13F holders, Q4 2025 (December 31)3holders +2
3new positions
0sold out
$27.49avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding First Trust Alt Opport-I (VFLEX) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 0 sold out. The largest holders were Park National Corp. ($9.9M), Archer Investment Corp ($206K) and Motiv8 Investments LLC ($39K).
- Company
- First Trust Alt Opport-I
- CUSIP
- 75943J100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $10.0M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 363,363 shares bought, net +363,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Park National Corp. | 0.31% | New | 361,922 | $9.9M |
| Archer Investment Corp | 0.05% | No change | 7,498 | $206K |
| Motiv8 Investments LLC | 0.02% | New | 1,441 | $39K |
"% of holder's portfolio" is VFLEX's weight in each manager's 13F, not the share of First Trust Alt Opport-I the manager owns.