Who owns First Trust Alternative Opportunities Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VFLEX from SEC Form 13F filings across 3 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 3 institutions disclosed 852,534 shares of First Trust Alternative Opportunities Fund worth $23.7M — about 0.7% of shares outstanding; the largest disclosed holder is PARK NATIONAL CORP /OH/. Source: SEC Form 13F filings, parsed by EvidInvest.
3
13F holders
$23.7M
value, 2026 filers
0.7%
of shares outstanding (852,534 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VFLEX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PARK NATIONAL CORP /OH/ | 532,346 | $14.8M | 0.4% | 0.5% | +13.0% |
| 2 | Fortune Financial Group, Inc. | 316,441 | $8.8M | 6.9% | 0.3% | +1082.3% |
| 3 | Archer Investment CorpNEW | 3,747 | $104,196 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.