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First Trust Alternative Absolute Return Strategy ETF

76 hedge funds and large institutions have $96.8M invested in First Trust Alternative Absolute Return Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% more ownership

Funds ownership: 77.01%78.37% (+1.4%)

7% less funds holding

Funds holding: 8276 (-6)

16% less capital invested

Capital invested by funds: $115M → $96.8M (-$18.5M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

32% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 38

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
26
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
1
Horizon Advisory Services
New York
$18.1M +$712K +24,889 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.71M -$233K -8,138 -2%
LPL Financial
3
LPL Financial
California
$5.44M -$2.44M -85,411 -31%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.03M -$1.92M -67,128 -32%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.83M +$19.8K +692 +0.5%
AWA
6
Authentikos Wealth Advisory
California
$3.75M +$1.18M +41,208 +44%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.28M +$96K +3,358 +3%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$2.65M -$607K -21,221 -19%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.33M +$1.17M +40,981 +100%
AAS
10
Avantax Advisory Services
Texas
$2.18M -$1.01M -35,213 -31%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.18M -$397K -13,882 -15%
AFP
12
Ausdal Financial Partners
Iowa
$2.04M -$301K -10,533 -13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.92M -$87.2K -3,050 -4%
Stifel Financial
14
Stifel Financial
Missouri
$1.91M +$53.9K +1,886 +3%
First Trust Advisors
15
First Trust Advisors
Illinois
$1.81M +$450K +15,749 +33%
Jane Street
16
Jane Street
New York
$1.66M -$7.57M -264,816 -82%
AWM
17
AE Wealth Management
Kansas
$1.49M +$664K +23,241 +79%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.47M +$1.94K +68 +0.1%
AssetMark Inc
19
AssetMark Inc
California
$1.38M +$295K +10,315 +27%
AWS
20
Atria Wealth Solutions
New York
$1.18M -$156K -5,448 -12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.04M -$391K -13,661 -27%
VL
22
Vima LLC
Michigan
$1.03M +$227K +7,923 +28%
IA
23
IFP Advisors
Florida
$1.02M -$1.1M -38,359 -52%
BCI
24
Brinker Capital Investments
Pennsylvania
$998K +$217K +7,584 +28%
OPS
25
Orion Portfolio Solutions
Nebraska
$998K +$217K +7,584 +28%

FAAR Hedge Fund Activity: Q2 2024 in Review

76 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in First Trust Alternative Absolute Return Strategy ETF (FAAR) for Q2 2024, worth a combined $96.8M — down 16% from $115M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FAAR and 9 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 26 added.

The largest buyer was Authentikos Wealth Advisory, adding an estimated $1.18M. The largest seller was Jane Street, cutting an estimated $7.57M.

  • 76 institutional investors held First Trust Alternative Absolute Return Strategy ETF (FAAR) as of Q2 2024, down from 82 in Q1 2024.
  • Funds reported $96.8M of First Trust Alternative Absolute Return Strategy ETF stock for Q2 2024, down 16% quarter-over-quarter.
  • 9 funds opened new First Trust Alternative Absolute Return Strategy ETF positions in Q2 2024 and 12 closed out, a net change of -3 holders.
  • The largest First Trust Alternative Absolute Return Strategy ETF buyer in Q2 2024 was Authentikos Wealth Advisory, an estimated $1.18M added.
  • The largest First Trust Alternative Absolute Return Strategy ETF seller in Q2 2024 was Jane Street, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2024.