First Trust Alter Opp Fd USD Cls I - VFLEX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | History | Added to | 532,346 | 14,804 | 0.41% | 0.39% | 1 | +61,065 | 12.96% | Q2 2026 | Jul 15, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 316,441 | 8,800 | 6.89% | 0.66% | 2 | +289,677 | 1082.34% | Q2 2026 | Jul 24, 2026 |
| Archer Investment Corp | History | New | 3,747 | 104 | 0.02% | — | 3 | +3,747 | New | Q2 2026 | Aug 03, 2026 |
| Argent Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.72% | — | -96,371 | -100.0% | Q2 2026 | Aug 05, 2026 |