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First Trust Long/Short Equity ETF
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Overview Fund Activity

230 hedge funds and large institutions have $1.64B invested in First Trust Long/Short Equity ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 112 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
20
Increased
112
Reduced
86
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$169M
2
Ameriprise
Ameriprise
Minnesota
$160M
3
Raymond James Financial
Raymond James Financial
Florida
$44.6M
4
Comerica Bank
Comerica Bank
Texas
$15.7M
5
LPL Financial
LPL Financial
California
$157M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.83M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
3
FEG
Financial Enhancement Group
Indiana
$7.7M
4
MWM
Modern Wealth Management
Kansas
$1.23M
5
RPSA
Richard P. Slaughter Associates
Texas
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
226
Transce3nd
Texas
$8.55K +$8.29K +125 +3,125%
Wells Fargo
227
Wells Fargo
California
$7.9K -$14.6K -220 -65%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$5.44K – – –
WWM
229
Wagner Wealth Management
South Carolina
$1.39K -$1.99K -30 -59%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$65 -$2.8K -43 -98%
BHWA
231
Beacon Harbor Wealth Advisors
Virginia
– -$8.57M -133,699 Closed
VCM
232
Virtue Capital Management
Tennessee
– -$1.92M -29,970 Closed
CWC
233
Carolinas Wealth Consulting
North Carolina
– -$671K -10,471 Closed
SWM
234
SeaCrest Wealth Management
New York
– -$630K -9,825 Closed
P
235
&Partners
Tennessee
– -$591K -9,304 Closed
MYIA
236
Mount Yale Investment Advisors
Colorado
– -$482K -7,527 Closed
RCA
237
Runnymede Capital Advisors
Ohio
– -$474K -7,395 Closed
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
– -$311K -4,847 Closed
QPWM
239
Quadrant Private Wealth Management
Pennsylvania
– -$259K -4,043 Closed
SFC
240
Strategic Financial Concepts
Texas
– -$257K -4,006 Closed
TCA
241
Transcend Capital Advisors
New Jersey
– -$211K -3,286 Closed
SIM
242
Synergy Investment Management
Florida
– -$97.3K -1,518 Closed
AG
243
AmeriFlex Group
Nevada
– -$86.3K -1,346 Closed
SC
244
SouthState Corp
Florida
– -$82.3K -1,284 Closed
OSAM
245
O'Shaughnessy Asset Management
Connecticut
– -$76.6K -1,195 Closed
BTI
246
Blue Trust Inc
Georgia
– -$50.6K -789 Closed
LRWM
247
Lord & Richards Wealth Management
Colorado
– -$31K -484 Closed
Jones Financial Companies
248
Jones Financial Companies
Missouri
– -$11.1K -175 Closed
SIS
249
Sound Income Strategies
Florida
– -$1.03K -16 Closed
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