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First Trust Long/Short Equity ETF

75 hedge funds and large institutions have $171M invested in First Trust Long/Short Equity ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

7% more funds holding

Funds holding: 7075 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.76% less ownership

Funds ownership: 69.75%67.99% (-1.8%)

6% less capital invested

Capital invested by funds: $182M → $171M (-$10.8M)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
23
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$513K +$119K +2,878 +26%
OPS
27
Orion Portfolio Solutions
Nebraska
$502K +$555K +13,404 New
CI
28
CX Institutional
Indiana
$483K -$170K -4,100 -24%
SPIA
29
Steward Partners Investment Advisory
New York
$478K +$528K +12,766 New
PAG
30
Private Advisory Group
Washington
$464K -$62.8K -1,518 -11%
BRWA
31
B. Riley Wealth Advisors
Florida
$418K +$461K +11,143 New
NFG
32
Next Financial Group
Texas
$402K +$154K +3,727 +53%
Comerica Bank
33
Comerica Bank
Texas
$396K +$125K +3,027 +43%
RJA
34
Raymond James & Associates
Florida
$395K -$79K -1,908 -15%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$357K -$127K -3,067 -24%
DAS
36
Dynamic Advisor Solutions
Arizona
$345K +$11.3K +273 +3%
Stifel Financial
37
Stifel Financial
Missouri
$323K -$6.58K -159 -2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$322K +$73.3K +1,770 +26%
CWC
39
Carolinas Wealth Consulting
North Carolina
$304K +$337K +8,147 New
Jane Street
40
Jane Street
New York
$303K +$335K +8,082 New
IFG
41
Independent Financial Group
California
$300K +$332K +8,008 New
SWP
42
Stratos Wealth Partners
Ohio
$289K -$5.75K -139 -2%
BRWM
43
B. Riley Wealth Management
Tennessee
$287K +$317K +7,669 New
GWM
44
Geneos Wealth Management
Colorado
$280K +$31.8K +767 +11%
HF
45
HRT Financial
New York
$279K +$309K +7,458 New
WWM
46
Western Wealth Management
Colorado
$255K +$25.5K +616 +10%
CAN
47
Cetera Advisor Networks
California
$231K -$400K -9,670 -61%
OIA
48
OneDigital Investment Advisors
Kansas
$228K +$252K +6,079 New
SCA
49
Snowden Capital Advisors
New York
$228K -$3.81K -92 -1%
CAM
50
Concorde Asset Management
Michigan
$221K +$243K +5,877 New