We are live on ! Find out more
FTLS icon

First Trust Long/Short Equity ETF

68 hedge funds and large institutions have $174M invested in First Trust Long/Short Equity ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $171M → $174M (+$2.72M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.9% less ownership

Funds ownership: 67.99%63.09% (-4.9%)

9% less funds holding

Funds holding: 7568 (-7)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

41% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 29

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
17
Reduced
29
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$510K -$62.3K -1,559 -11%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$492K +$136K +3,396 +40%
Jane Street
28
Jane Street
New York
$465K +$130K +3,257 +40%
FAAS
29
First Allied Advisory Services
California
$427K -$334K -8,363 -45%
PAG
30
Private Advisory Group
Washington
$400K -$105K -2,619 -21%
CWC
31
Carolinas Wealth Consulting
North Carolina
$397K +$61K +1,526 +19%
Comerica Bank
32
Comerica Bank
Texas
$385K -$39.2K -981 -10%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$372K -$18.3K -457 -5%
DAS
34
Dynamic Advisor Solutions
Arizona
$372K -$5.2K -130 -1%
CW
35
CreativeOne Wealth
Kansas
$363K +$354K +8,858 New
NFG
36
Next Financial Group
Texas
$359K -$79.7K -1,993 -19%
BRWA
37
B. Riley Wealth Advisors
Florida
$345K -$109K -2,730 -24%
RJA
38
Raymond James & Associates
Florida
$342K -$88.5K -2,214 -21%
BRWM
39
B. Riley Wealth Management
Tennessee
$333K +$18.5K +463 +6%
IFG
40
Independent Financial Group
California
$329K +$640 +16 +0.2%
GWM
41
Geneos Wealth Management
Colorado
$303K
SWP
42
Stratos Wealth Partners
Ohio
$298K -$16.9K -423 -5%
OIA
43
OneDigital Investment Advisors
Kansas
$249K +$160 +4 +0.1%
Stifel Financial
44
Stifel Financial
Missouri
$222K -$129K -3,228 -37%
IFWM
45
Institute for Wealth Management
Colorado
$222K -$12.8K -320 -6%
JIP
46
Jaffetilchin Investment Partners
Florida
$222K +$216K +5,412 New
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$216K +$211K +5,269 New
AAP
48
Arax Advisory Partners
Colorado
$204K
V
49
Veritable
Delaware
$204K +$199K +4,974 New
CAN
50
Cetera Advisor Networks
California
$129K -$121K -3,017 -49%