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First Trust Long/Short Equity ETF

234 hedge funds and large institutions have $1.58B invested in First Trust Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.01% more ownership

Funds ownership: 81.59%82.61% (+1%)

0% less funds holding

Funds holding: 235234 (-1)

64% less capital invested

Capital invested by funds: $4.4B → $1.58B (-$2.82B)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
30
Increased
127
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$11.1K +$9.46K +143 +447%
MCM
227
MAI Capital Management
Ohio
$8.54K +$8.8K +133 New
EWA
228
EverSource Wealth Advisors
Alabama
$7.5K
FFA
229
Farther Finance Advisors
California
$5.38K +$5.56K +84 New
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$5.25K
WWMSC
231
Wagner Wealth Management (South Carolina)
South Carolina
$3.29K +$1.59K +24 +89%
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$2.64K +$2.91K +44 New
SIS
233
Sound Income Strategies
Florida
$1.02K
T
234
Transce3nd
Texas
$256 +$265 +4 New
AAA
235
American Alpha Advisors
New York
-$4.26M -64,677 Closed
AWA
236
Authentikos Wealth Advisory
California
-$2.55M -38,779 Closed
IAA
237
Independent Advisor Alliance
North Carolina
-$2.27M -34,467 Closed
OL
238
Owen LaRue
Kentucky
-$1.79M -27,216 Closed
LWM
239
Laidlaw Wealth Management
New York
-$1.35M -20,454 Closed
CFGS
240
Concourse Financial Group Securities
Alabama
-$1.26M -18,511 Closed
OBWG
241
Onyx Bridge Wealth Group
New York
-$895K -13,601 Closed
SI
242
Stephens Inc
Arkansas
-$875K -13,295 Closed
IA
243
Insight Advisors
Pennsylvania
-$782K -11,843 Closed
BCM
244
Brookstone Capital Management
Illinois
-$433K -6,576 Closed
ODG
245
O'Dell Group
Ohio
-$327K -4,963 Closed
BAS
246
Breakthru Advisory Services
Wisconsin
-$268K -4,075 Closed
PPH
247
Pure Portfolios Holdings
Oregon
-$256K -3,887 Closed
IAS
248
Insigneo Advisory Services
Florida
-$227K -3,445 Closed
CL
249
Choreo LLC
Illinois
-$222K -3,366 Closed
CSP
250
Cary Street Partners
Virginia
-$212K -3,216 Closed