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First Trust Long/Short Equity ETF

54 hedge funds and large institutions have $126M invested in First Trust Long/Short Equity ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $115M → $126M (+$11M)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

2.51% less ownership

Funds ownership: 68.9%66.39% (-2.5%)

8% less funds holding

Funds holding: 5954 (-5)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
54
Holders Change
-5
Holders Change %
-8.47%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$299K +$33.1K +862 +13%
Stifel Financial
27
Stifel Financial
Missouri
$298K
Comerica Bank
28
Comerica Bank
Texas
$294K -$461 -12 -0.2%
AT
29
Arden Trust
Delaware
$260K +$255K +6,637 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$259K -$64K -1,665 -20%
FHC
31
First Heartland Consultants
Missouri
$258K -$131K -3,396 -34%
LWS
32
Lucia Wealth Services
California
$252K +$247K +6,422 New
WWM
33
Western Wealth Management
Colorado
$237K
JP Morgan Chase
34
JP Morgan Chase
New York
$222K -$19.9K -519 -8%
AI
35
Atria Investments
North Carolina
$207K +$203K +5,274 New
CFGS
36
Concourse Financial Group Securities
Alabama
$190K +$55K +1,430 +42%
ACS
37
Archford Capital Strategies
Illinois
$167K
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$121K -$218K -5,669 -65%
IA
39
IFP Advisors
Florida
$71K -$570K -14,835 -89%
QCIG
40
Quad-Cities Investment Group
Iowa
$67K +$12.5K +325 +24%
PGA
41
Premia Global Advisors
Florida
$56K +$55.5K +1,444 New
CWA
42
Clarus Wealth Advisors
Arizona
$55K
AF
43
Advisornet Financial
Minnesota
$23K +$18.1K +471 +374%
AIC
44
Archer Investment Corporation
Indiana
$16K
EWM
45
Executive Wealth Management
Michigan
$11K
APA
46
American Portfolios Advisors
New York
$8.35K +$8.19K +213 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$8K
CA
48
Cetera Advisors
Colorado
$8K +$7.69K +200 New
FGAM
49
Financial Gravity Asset Management
Texas
$2K +$1.84K +48 New
ASN
50
Advisory Services Network
Georgia
$1K