SEC 13F Intelligence

VFLEXFIRST TRUST ALT OPPORTUNITIES FD I

CUSIP 75943J100 · Yahoo Finance ↗ · Google Finance ↗

First Trust Alt Opportunities Fd I (VFLEX) has 3 institutional holders in Filings Flow’s 13F database, together reporting 594.4K shares worth $16M as of Q1 2026. The largest reported holders are Park National Corp /Oh/, Argent Advisors, Inc., and Fortune Financial Group, Inc..

Institutional Holders
3
Q1 2026
Reported Value
$16M
Ticker
VFLEX
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 4Q4 ’25Q1 ’26: 3Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $10MQ4 ’25Q1 ’26: $16MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Argent Advisors, Inc.$366M AUM0.72%$3M96.4KQ1 2026
Fortune Financial Group, Inc.$111M AUM0.66%$731,46826.8KQ1 2026
PARK NATIONAL CORP /OH/$3.3B AUM0.39%$13M471.3KQ1 2026
Archer Investment Corp$469M AUM0.05%$206,1117.5KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.03%$222,2728.2KQ2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.