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First Trust Long/Short Equity ETF

46 hedge funds and large institutions have $84.4M invested in First Trust Long/Short Equity ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

12% more funds holding

Funds holding: 4146 (+5)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

2% less capital invested

Capital invested by funds: $86.1M → $84.4M (-$1.7M)

1.83% less ownership

Funds ownership: 56.7%54.87% (-1.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
12
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$247K -$4.3K -110 -2%
AP
27
Advisors Preferred
Maryland
$230K +$30.6K +782 +15%
WB
28
WesBanco Bank
West Virginia
$229K
AG
29
Advisor Group
Arizona
$216K -$8.8K -225 -4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$203K +$204K +5,218 New
ACS
31
Archford Capital Strategies
Illinois
$166K +$166K +4,250 New
UBS Group
32
UBS Group
Switzerland
$86K +$86K +2,200 New
CI
33
CX Institutional
Indiana
$62K +$62K +1,585 New
PGA
34
Premia Global Advisors
Florida
$60K +$62.2K +1,590 New
QCIG
35
Quad-Cities Investment Group
Iowa
$54K +$53.8K +1,375 New
CWA
36
Clarus Wealth Advisors
Arizona
$54K +$54.8K +1,400 New
FHA
37
Flagship Harbor Advisors
Massachusetts
$32K +$32.7K +835 New
CB
38
CNB Bank
Pennsylvania
$23K +$22.9K +585 New
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$8K
TWMP
40
Taylor Wealth Management Partners
Massachusetts
$7K
WWMSC
41
Wagner Wealth Management (South Carolina)
South Carolina
$6K
FGAM
42
Financial Gravity Asset Management
Texas
$2K
NR
43
Newfound Research
Massachusetts
$2K
Bank of America
44
Bank of America
North Carolina
$1K
ASN
45
Advisory Services Network
Georgia
$1K +$860 +22 New
LI
46
LVZ Inc
Michigan
-$760K -19,536 Closed
FFA
47
First Foundation Advisors
California
-$225K -5,783 Closed
SWP
48
Stratos Wealth Partners
Ohio
-$32K -828 Closed
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
-$26K -675 Closed