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First Trust Long/Short Equity ETF
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Overview Fund Activity

229 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, 85 reducing their positions, and 18 closing their positions.

Holders
229
Holders Change
-3
Holders Change %
-1.29%
% 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
85
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.83M
2
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$0
3
FEG
3
Financial Enhancement Group
Indiana
$7.7M
4
MWM
4
Modern Wealth Management
Kansas
$1.23M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$2.04M
Name Market Value Shares Shares
Change 		Shares
Change %
CPCM
26
Cardinal Point Capital Management
Ontario, Canada
$7.89M 118,969 -5,195 -4%
FEG
27
Financial Enhancement Group
Indiana
$7.7M 116,993 -119,778 -51%
CAS
28
Coppell Advisory Solutions
Texas
$7.7M 116,591 +26,801 +30%
SFS
29
Sowell Financial Services
Arkansas
$7.16M 108,047 +26,252 +32%
FHA
30
Flagship Harbor Advisors
Massachusetts
$7.13M 107,543 +393 +0.4%
WP
31
WealthPLAN Partners
Nebraska
$6.71M 101,265 -65,828 -39%
HI
32
Harbour Investments
Wisconsin
$6.54M 98,714 +21,697 +28%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$6.2M 93,521 -28,153 -23%
FWA
34
FOCUS Wealth Advisors
Texas
$6.08M 91,696 +561 +0.6%
BCI
35
Brinker Capital Investments
Pennsylvania
$5.92M 89,340 -8,971 -9%
PWS
36
Proactive Wealth Strategies
Georgia
$5.77M 87,093 +2,502 +3%
MML Investors Services
37
MML Investors Services
Massachusetts
$5.67M 85,539 +6,945 +9%
BC
38
Brio Consultants
California
$5.6M 84,485 -2,383 -3%
SWP
39
Stratos Wealth Partners
Ohio
$5.28M 79,636 +3,175 +4%
AA
40
Armis Advisers
Georgia
$5.25M 79,182 +1,052 +1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$5.07M 76,501 +6,691 +10%
LOIP
42
Live Oak Investment Partners
Texas
$5.01M 75,620 +109 +0.1%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$5.01M 75,517 -3,781 -5%
AssetMark Inc
44
AssetMark Inc
California
$4.91M 74,147 +2,255 +3%
IWM
45
IMG Wealth Management
Florida
$4.75M 71,719 +6,162 +9%
GSWM
46
Golden State Wealth Management
California
$4.67M 70,501 -931 -1%
V
47
ViaWealth
Kansas
$4.67M 70,396 -8,422 -11%
AAS
48
Avantax Advisory Services
Texas
$4.57M 68,886 -4,215 -6%
EH
49
Equitable Holdings
New York
$4.53M 68,334 +7,008 +11%
KWA
50
Kingswood Wealth Advisors
California
$4.5M 67,929 +5,100 +8%
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