FIRST TRUST ALT OPPORT-I (VFLEX) Institutional Ownership Changes & 13F Activity
FIRST TRUST ALT OPPORT-I (VFLEX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fortune Financial Group, Inc., Argent Advisors, Inc., Park National Corp, and Archer Investment Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Archer Investment Corp | Buy | +3,747 | — | 3,747 | $104.20K | Q2 2026 | Aug 19, 2026 |
| Fortune Financial Group, Inc. | Buy | +303,059 | +2264.7% | 316,441 | $8.80M | Q2 2026 | Jul 27, 2026 |
| Park National Corp | Buy | +61,065 | +13.0% | 532,346 | $14.80M | Q2 2026 | Jul 15, 2026 |
| Argent Advisors, Inc. | Sell | -96,371 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 24, 2026 |
Frequently asked questions about VFLEX activity
Which institutional owners are buying VFLEX?
Institutional owners buying VFLEX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VFLEX activity?
"Buy" means an investor increased their reported position in VFLEX compared to the prior reporting period. This reflects growing exposure to FIRST TRUST ALT OPPORT-I (VFLEX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VFLEX increasing?
Institutional interest in VFLEX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.