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First Trust Alternative Absolute Return Strategy ETF

82 hedge funds and large institutions have $115M invested in First Trust Alternative Absolute Return Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.34% less ownership

Funds ownership: 77.34%77.01% (-0.34%)

5% less capital invested

Capital invested by funds: $121M → $115M (-$5.45M)

5% less funds holding

Funds holding: 8682 (-4)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
33
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
1
Horizon Advisory Services
New York
$17.6M +$17.2M +610,655 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.1M -$9M -319,581 -48%
Jane Street
3
Jane Street
New York
$9.31M +$5.85M +207,860 +180%
LPL Financial
4
LPL Financial
California
$7.97M -$594K -21,102 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.01M -$5.25M -186,608 -47%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$3.86M -$148K -5,270 -4%
WCFA
7
Walkner Condon Financial Advisors
Wisconsin
$3.29M +$505K +17,942 +19%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.23M -$2.36M -83,638 -43%
AAS
9
Avantax Advisory Services
Texas
$3.23M +$4.11K +146 +0.1%
AWA
10
Authentikos Wealth Advisory
California
$2.71M -$153K -5,445 -5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.61M +$131K +4,641 +5%
AFP
12
Ausdal Financial Partners
Iowa
$2.37M +$462K +16,423 +25%
IA
13
IFP Advisors
Florida
$2.14M +$50.4K +1,790 +2%
FTUS
14
Flow Traders U.S.
New York
$2.06M +$848K +30,110 +73%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.03M -$1.85M -65,733 -48%
Stifel Financial
16
Stifel Financial
Missouri
$1.89M +$149K +5,308 +9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.49M -$791K -28,082 -35%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.45M -$347K -12,327 -20%
First Trust Advisors
19
First Trust Advisors
Illinois
$1.38M +$866K +30,740 +179%
AWS
20
Atria Wealth Solutions
New York
$1.35M -$338K -12,018 -20%
GWP
21
Gateway Wealth Partners
Wisconsin
$1.24M +$159K +5,658 +15%
CASC
22
Coppell Advisory Solutions Corp
Texas
$1.2M +$1.18M +41,819 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.18M +$553K +19,622 +92%
PFA
24
Pinnacle Family Advisors
Missouri
$1.18M +$93K +3,303 +9%
IWM
25
Iams Wealth Management
Nebraska
$1.15M +$95.5K +3,391 +9%

FAAR Hedge Fund Activity: Q1 2024 in Review

82 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Alternative Absolute Return Strategy ETF (FAAR) for Q1 2024, worth a combined $115M — down 4.5% from $121M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FAAR and 6 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $5.85M. The largest seller was Envestnet Asset Management, cutting an estimated $9M.

  • 82 institutional investors held First Trust Alternative Absolute Return Strategy ETF (FAAR) as of Q1 2024, down from 86 in Q4 2023.
  • Funds reported $115M of First Trust Alternative Absolute Return Strategy ETF stock for Q1 2024, down 4.5% quarter-over-quarter.
  • 6 funds opened new First Trust Alternative Absolute Return Strategy ETF positions in Q1 2024 and 8 closed out, a net change of -2 holders.
  • The largest First Trust Alternative Absolute Return Strategy ETF buyer in Q1 2024 was Jane Street, an estimated $5.85M added.
  • The largest First Trust Alternative Absolute Return Strategy ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $9M sold.

Based on aggregated 13F filings for Q1 2024.