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First Trust Alternative Absolute Return Strategy ETF

72 hedge funds and large institutions have $89.3M invested in First Trust Alternative Absolute Return Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

5% less funds holding

Funds holding: 7672 (-4)

8% less capital invested

Capital invested by funds: $96.8M → $89.3M (-$7.53M)

11.56% less ownership

Funds ownership: 78.37%66.81% (-12%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.03%
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
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
1
Horizon Advisory Services
New York
$18.2M +$540K +19,007 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.56M +$40.3K +1,419 +0.4%
LPL Financial
3
LPL Financial
California
$5.35M +$18.9K +665 +0.3%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$4.05M +$311K +10,941 +8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.29M +$73.2K +2,578 +2%
AssetMark Inc
6
AssetMark Inc
California
$3.22M +$1.91M +67,136 +138%
AWA
7
Authentikos Wealth Advisory
California
$3.15M -$627K -22,074 -16%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.81M -$1.15M -40,643 -29%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.3M +$172K +6,045 +8%
AAS
10
Avantax Advisory Services
Texas
$2.28M +$148K +5,220 +7%
First Trust Advisors
11
First Trust Advisors
Illinois
$2.28M +$521K +18,367 +29%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.89M +$17.6K +620 +0.9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.67M +$229K +8,053 +16%
Stifel Financial
14
Stifel Financial
Missouri
$1.59M -$289K -10,179 -15%
AWM
15
AE Wealth Management
Kansas
$1.54M +$75.4K +2,658 +5%
AWS
16
Atria Wealth Solutions
New York
$1.17M +$15.5K +545 +1%
BCI
17
Brinker Capital Investments
Pennsylvania
$1.15M +$178K +6,281 +18%
OPS
18
Orion Portfolio Solutions
Nebraska
$1.15M +$178K +6,281 +18%
GM
19
GeoWealth Management
Illinois
$1.03M +$95.1K +3,351 +10%
CW
20
CreativeOne Wealth
Kansas
$1.02M +$587K +20,690 +130%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.02M -$4.77K -168 -0.5%
IA
22
IFP Advisors
Florida
$978K -$18.8K -662 -2%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$962K -$6.95K -245 -0.7%
VL
24
Vima LLC
Michigan
$957K -$47.8K -1,683 -5%
SW
25
Simplicity Wealth
New Jersey
$953K -$4.46K -157 -0.5%

FAAR Hedge Fund Activity: Q3 2024 in Review

72 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust Alternative Absolute Return Strategy ETF (FAAR) for Q3 2024, worth a combined $89.3M — down 7.8% from $96.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FAAR and 6 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 33 added.

The largest buyer was AssetMark Inc, adding an estimated $1.91M. The largest seller was Ausdal Financial Partners, exiting entirely with an estimated $2.04M sold.

  • 72 institutional investors held First Trust Alternative Absolute Return Strategy ETF (FAAR) as of Q3 2024, down from 76 in Q2 2024.
  • Funds reported $89.3M of First Trust Alternative Absolute Return Strategy ETF stock for Q3 2024, down 7.8% quarter-over-quarter.
  • 6 funds opened new First Trust Alternative Absolute Return Strategy ETF positions in Q3 2024 and 7 closed out, a net change of -1 holder.
  • The largest First Trust Alternative Absolute Return Strategy ETF buyer in Q3 2024 was AssetMark Inc, an estimated $1.91M added.
  • The largest First Trust Alternative Absolute Return Strategy ETF seller in Q3 2024 was Ausdal Financial Partners, an estimated $2.04M sold.

Based on aggregated 13F filings for Q3 2024.