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First Trust Long/Short Equity ETF

66 hedge funds and large institutions have $213M invested in First Trust Long/Short Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

2% more capital invested

Capital invested by funds: $209M → $213M (+$3.81M)

0.98% less ownership

Funds ownership: 66.73%65.75% (-0.98%)

6% less funds holding

Funds holding: 7066 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
28
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$807K -$264K -5,791 -25%
NFG
27
Next Financial Group
Texas
$629K +$236K +5,184 +60%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$599K -$1.19M -26,162 -66%
FMBTD
29
First Midwest Bank Trust Division
Illinois
$576K +$4.51K +99 +0.8%
CBFP
30
Cedar Brook Financial Partners
Ohio
$535K +$79.2K +1,738 +17%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$534K +$34.8K +763 +7%
OPS
32
Orion Portfolio Solutions
Nebraska
$510K +$7.06K +155 +1%
SPIA
33
Steward Partners Investment Advisory
New York
$500K -$51K -1,120 -9%
Comerica Bank
34
Comerica Bank
Texas
$491K +$61.4K +1,348 +15%
CI
35
CX Institutional
Indiana
$489K -$689K -15,118 -58%
KPWS
36
Kestra Private Wealth Services
Texas
$488K -$68.4K -1,500 -12%
LS
37
Leelyn Smith
Illinois
$473K -$456 -10 -0.1%
HI
38
Harbour Investments
Wisconsin
$425K +$426K +9,355 New
DAS
39
Dynamic Advisor Solutions
Arizona
$409K +$19.3K +424 +5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$377K +$71.8K +1,576 +23%
BRWM
41
B. Riley Wealth Management
Tennessee
$370K
IFG
42
Independent Financial Group
California
$362K
FAIM
43
Financial Advocates Investment Management
Washington
$351K -$466K -10,216 -57%
SWP
44
Stratos Wealth Partners
Ohio
$349K +$11.7K +257 +3%
GWM
45
Geneos Wealth Management
Colorado
$296K -$2.78K -61 -1%
Stifel Financial
46
Stifel Financial
Missouri
$285K +$39.2K +859 +16%
PFS
47
Prospera Financial Services
Texas
$240K
FWM
48
Frontier Wealth Management
Missouri
$236K +$26.8K +588 +13%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$231K -$99.2K -2,177 -30%
Creative Planning
50
Creative Planning
Kansas
$222K +$223K +4,895 New