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First Trust Long/Short Equity ETF

63 hedge funds and large institutions have $157M invested in First Trust Long/Short Equity ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

13% more funds holding

Funds holding: 5663 (+7)

10% more capital invested

Capital invested by funds: $143M → $157M (+$13.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.24% less ownership

Funds ownership: 77.99%68.76% (-9.2%)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
26
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$467K +$30.9K +758 +7%
GWM
27
Geneos Wealth Management
Colorado
$425K -$31.7K -777 -7%
Stifel Financial
28
Stifel Financial
Missouri
$360K +$9.17K +225 +3%
IFWM
29
Institute for Wealth Management
Colorado
$298K -$21K -516 -7%
Comerica Bank
30
Comerica Bank
Texas
$290K -$2.97K -73 -1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$281K -$228K -5,599 -45%
APA
32
American Portfolios Advisors
New York
$272K +$19.3K +473 +8%
SWP
33
Stratos Wealth Partners
Ohio
$270K +$28.6K +702 +12%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$254K +$12.6K +309 +5%
WWM
35
Western Wealth Management
Colorado
$247K +$41 +1 +0%
ACA
36
Atlas Capital Advisors
Wyoming
$228K -$17.4K -428 -7%
DAS
37
Dynamic Advisor Solutions
Arizona
$225K +$223K +5,479 New
AI
38
Atria Investments
North Carolina
$216K +$41 +1 +0%
SPC
39
Sigma Planning Corp
Michigan
$209K +$208K +5,101 New
AAP
40
Arax Advisory Partners
Colorado
$204K +$41 +1 +0%
AIC
41
Ameritas Investment Company
Nebraska
$111K +$111K +2,718 New
AP
42
Advisors Preferred
Maryland
$81K -$68.5K -1,681 -46%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$73K -$22.8K -560 -24%
CFGS
44
Concourse Financial Group Securities
Alabama
$71K -$99.3K -2,437 -58%
QCIG
45
Quad-Cities Investment Group
Iowa
$70K
NFG
46
Next Financial Group
Texas
$52K +$48.1K +1,180 +1,532%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$51K
BFEC
48
Benjamin F. Edwards & Company
Missouri
$36K +$15.2K +373 +73%
CFA
49
Carroll Financial Associates
North Carolina
$34K +$34.3K +842 New
PA
50
Parallel Advisors
California
$31K