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First Trust Long/Short Equity ETF
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Overview Fund Activity

234 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, 97 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+33
Holders Change %
+16.42%
% of All Funds
3.12%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
53
Increased
97
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
Ameriprise
2
Ameriprise
Minnesota
$109M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$126M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.99B
2
IAIM
2
International Assets Investment Management
Florida
$371K
3
Mariner
3
Mariner
Kansas
$561K
4
FEG
4
Financial Enhancement Group
Indiana
$9.88M
5
LOIP
5
Live Oak Investment Partners
Texas
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$9.67K +$9.67K +147 New
Bank of America
227
Bank of America
North Carolina
$8.82K +$8.82K +134 New
EWA
228
EverSource Wealth Advisors
Alabama
$7.7K – – –
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$5.4K – – –
SC
230
SouthState Corp
Florida
$3.95K – – –
CA
231
CoreCap Advisors
Michigan
$2.76K – – –
NFSG
232
Newbridge Financial Services Group
Florida
$2.63K – – –
Jones Financial Companies
233
Jones Financial Companies
Missouri
$2.11K +$2.11K +32 New
WWM
234
Wagner Wealth Management
South Carolina
$1.79K +$66 +1 +4%
SIS
235
Sound Income Strategies
Florida
$1.05K – – –
PCS
236
Personal CFO Solutions
New Jersey
– -$3.83M -60,293 Closed
KFC
237
Klingenstein Fields & Co
New York
– -$2.04M -32,215 Closed
SW
238
Simplicity Wealth
New Jersey
– -$950K -14,963 Closed
Citadel Advisors
239
Citadel Advisors
Florida
– -$699K -11,007 Closed
FHC
240
First Heartland Consultants
Missouri
– -$602K -9,484 Closed
CWM
241
Cornerstone Wealth Management
Missouri
– -$538K -8,472 Closed
WDC
242
Woodward Diversified Capital
California
– -$482K -7,600 Closed
SAM
243
SignalPoint Asset Management
Missouri
– -$222K -3,525 Closed
CIC
244
Chilton Investment Company
Connecticut
– -$202K -3,187 Closed
NS
245
NBC Securities
Alabama
– -$51K -807 Closed
YDMI
246
Y.D. More Investments
Israel
– -$38.1K -600 Closed
UB
247
UMB Bank
Missouri
– -$35K -551 Closed
Qube Research & Technologies (QRT)
248
Qube Research & Technologies (QRT)
United Kingdom
– -$22.7K -358 Closed
JIP
249
Jaffetilchin Investment Partners
Florida
– -$18.2K -286 Closed
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