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 | 471,281 | 12,880 | 0.39% | 0.31% | 1 | +109,359 | 30.22% | Q1 2026 | Apr 16, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -7,498 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Motiv8 Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,441 | -100.0% | Q4 2025 | Feb 13, 2026 |