VFLEX Institutional Ownership & Shareholders
FIRST TRUST ALT OPPORT-I (VFLEX) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.04M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Park National Corp is currently the largest disclosed institutional shareholder of VFLEX tracked by InsiderSet, reporting ownership valued at approximately $15.93M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed VFLEX value among the investors covered in this analysis. Major shareholders include Park National Corp, Archer Investment Corp, and several other long-term asset managers with concentrated positions in FIRST TRUST ALT OPPORT-I (VFLEX).
This page ranks the largest institutional VFLEX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$16.04M
Largest Holder
Park National Corp
Largest Position
$15.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
4
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Park National Corp | 0.43% | 568,498 | $15,934,987 | — | — | — | |
| Archer Investment Corp | 0.02% | 3,747 | $104,196 | — | — | — |
Frequently asked questions about VFLEX
Who are the largest institutional holders of VFLEX?
The largest institutional holders of VFLEX reported in the latest SEC Form 13F filings include Park National Corp and Archer Investment Corp. InsiderSet ranks institutional holders by their latest reported VFLEX position.
What is VFLEX institutional ownership?
This page tracks VFLEX positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST ALT OPPORT-I (VFLEX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VFLEX?
InsiderSet currently tracks 2 institutional managers reporting VFLEX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VFLEX shareholders.
How much VFLEX stock do institutions own?
Institutional investment managers disclosed approximately $16.04M in VFLEX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VFLEX institutional ownership last updated?
The latest VFLEX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VFLEX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VFLEX position after the reporting date.
Are institutions buying or selling VFLEX?
Institutional buying and selling can be analyzed by comparing VFLEX positions across consecutive 13F reporting periods. InsiderSet's VFLEX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VFLEX ownership changes.
How has VFLEX institutional ownership changed over time?
InsiderSet tracks VFLEX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.