First Trust Long/Short Equity ETF
FTLS
27 hedge funds and large institutions have $33.8M invested in First Trust Long/Short Equity ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
219% more capital invested
Capital invested by funds: $10.6M → $33.8M (+$23.2M)
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
59% more funds holding
Funds holding: 17 → 27 (+10)
12.22% more ownership
Funds ownership: 42.15% → 54.37% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RDM
Retirement Design & Management
Westport,
Connecticut
|
+$5.99M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.87M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.46M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$1.97M |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$382K |
| 2 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$128K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$53.5K |
| 4 |
CK
Carnick & Kubik
Colorado Springs,
Colorado
|
-$12.5K |
| 5 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$10.9K |
FTLS Hedge Fund Activity: Q4 2015 in Review
27 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q4 2015, worth a combined $33.8M — up 219% from $10.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FTLS positions and 1 closed out — a net gain of 11 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Retirement Design & Management, opening a new position worth an estimated $5.99M. The largest seller was HighTower Advisors, cutting an estimated $382K.
- 27 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q4 2015, up from 17 in Q3 2015.
- Funds reported $33.8M of First Trust Long/Short Equity ETF stock for Q4 2015, up 219% quarter-over-quarter.
- 12 funds opened new First Trust Long/Short Equity ETF positions in Q4 2015 and 1 closed out, a net change of +11 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q4 2015 was Retirement Design & Management, an estimated $5.99M added.
- The largest First Trust Long/Short Equity ETF seller in Q4 2015 was HighTower Advisors, an estimated $382K sold.
Based on aggregated 13F filings for Q4 2015.