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 | 568,498 | 15,934 | 0.43% | 0.41% | 1 | +36,152 | 6.79% | Q3 2026 | Oct 05, 2026 |
| Fortune Financial Group, Inc. | History | Closed out | 0 | 0 | — | 6.89% | — | -316,441 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -3,747 | -100.0% | Q3 2026 | Nov 05, 2026 |