DOSSIER · 13F Holders · Q3 2026
VFLEX

FIRST TRUST ALTERNATIVE OPT REL VAL FD CL I

3 institutions still hold FIRST TRUST ALTERNATIVE OPT REL VAL FD CL I as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 75943J100·3 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$16M
visible holders
Holders
3
filers reporting
Concentration
98.47%
PARK NATIONAL CORP /OH/ #1
top holder share
AI Holders Summary · Q3 2026

3 institutions reported VFLEX in Q3 2026. PARK NATIONAL CORP /OH/ leads at 98.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PARK NATIONAL CORP /OH/
CIK 0000805676
$16M568K0.43%Q3 2026
02
Archer Investment Corp
CIK 0001803804
$208K7K0.02%Q2 2026
03
Motiv8 Investments LLC
CIK 0002024873
$39K1K0.02%Q4 2025
Insiders at FIRST TRUST ALTERNATIVE OPT REL VAL FD CL I
Peck Michael D →Chad Eisenberg →Sternberg David A →Golden Randal L →Vivaldi Holdings Llc →