First Trust Alt Opport-IVFLEX
13F holders, Q1 2026 (March 31)3holders
2new positions
2sold out
$27.33avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding First Trust Alt Opport-I (VFLEX) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were Park National Corp. ($12.9M), Argent Advisors, Inc. ($2.6M) and Fortune Financial Group, Inc. ($731K).
- Company
- First Trust Alt Opport-I
- CUSIP
- 75943J100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.4M |
| Exits | 2 | $206K |
All 13F filers, Q4 2025 → Q1 2026: 232,494 shares bought and 7,498 shares sold, net +224,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Park National Corp. | 0.39% | Add +30.2% | 471,281 | $12.9M |
| Argent Advisors, Inc. | 0.72% | New | 96,371 | $2.6M |
| Fortune Financial Group, Inc. | 0.66% | New | 26,764 | $731K |
"% 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.