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First Trust Long/Short Equity ETF

235 hedge funds and large institutions have $4.4B invested in First Trust Long/Short Equity ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

262% more capital invested

Capital invested by funds: $1.21B → $4.4B (+$3.19B)

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

16% more funds holding

Funds holding: 202235 (+33)

0.97% more ownership

Funds ownership: 80.62%81.59% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
235
Holders Change
+33
Holders Change %
+16.34%
% of All Funds
3.1%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
53
Increased
98
Reduced
70
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
226
Sunbelt Securities
Texas
$12.3K
Creative Planning
227
Creative Planning
Kansas
$9.67K +$9.61K +147 New
Bank of America
228
Bank of America
North Carolina
$8.82K +$8.76K +134 New
EWA
229
EverSource Wealth Advisors
Alabama
$7.7K
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$5.4K
SC
231
SouthState Corp
Florida
$3.95K
CA
232
CoreCap Advisors
Michigan
$2.76K
NFSG
233
Newbridge Financial Services Group
Florida
$2.63K
Jones Financial Companies
234
Jones Financial Companies
Missouri
$2.11K +$2.09K +32 New
WWMSC
235
Wagner Wealth Management (South Carolina)
South Carolina
$1.79K +$65 +1 +4%
SIS
236
Sound Income Strategies
Florida
$1.05K
PCS
237
Personal CFO Solutions
New Jersey
-$3.83M -60,293 Closed
KFC
238
Klingenstein Fields & Co
New York
-$2.04M -32,215 Closed
SW
239
Simplicity Wealth
New Jersey
-$950K -14,963 Closed
Citadel Advisors
240
Citadel Advisors
Florida
-$699K -11,007 Closed
FHC
241
First Heartland Consultants
Missouri
-$602K -9,484 Closed
CWM
242
Cornerstone Wealth Management
Missouri
-$538K -8,472 Closed
WDC
243
Woodward Diversified Capital
California
-$482K -7,600 Closed
SAM
244
SignalPoint Asset Management
Missouri
-$222K -3,525 Closed
CIC
245
Chilton Investment Company
Connecticut
-$202K -3,187 Closed
NS
246
NBC Securities
Alabama
-$51K -807 Closed
YDMI
247
Y.D. More Investments
Israel
-$38.1K -600 Closed
UB
248
UMB Bank
Missouri
-$35K -551 Closed
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
-$22.7K -358 Closed
JIP
250
Jaffetilchin Investment Partners
Florida
-$18.2K -286 Closed