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First Trust Long/Short Equity ETF
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Overview Fund Activity

63 hedge funds and large institutions have $252M invested in First Trust Long/Short Equity ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
31
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$13.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$39.3M
3
Truist Financial
3
Truist Financial
North Carolina
$12.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$41.9M
5
LHC
5
Little House Capital
Massachusetts
$1.57M

Top Sellers

1
CWM
1
Comprehensive Wealth Management
Washington
$38M
2
Jane Street
2
Jane Street
New York
$1.3M
3
WP
3
WealthPLAN Partners
Nebraska
$22.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
CG
5
Colony Group
Massachusetts
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAP
26
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.08M – – –
CPWM
27
Cardinal Point Wealth Management
California
$895K -$85.1K -1,750 -9%
KAS
28
Kestra Advisory Services
Texas
$816K -$47.9K -984 -6%
CW
29
CreativeOne Wealth
Kansas
$813K +$584K +12,014 +255%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$811K +$238K +4,898 +42%
NFG
31
Next Financial Group
Texas
$799K +$125K +2,574 +19%
FMBTD
32
First Midwest Bank Trust Division
Illinois
$592K -$24.8K -509 -4%
CBFP
33
Cedar Brook Financial Partners
Ohio
$559K -$13.3K -273 -2%
SPIA
34
Steward Partners Investment Advisory
New York
$531K -$3.89K -80 -0.7%
CI
35
CX Institutional
Indiana
$526K +$3.01K +62 +0.6%
KPWS
36
Kestra Private Wealth Services
Texas
$504K -$19.5K -400 -4%
OPS
37
Orion Portfolio Solutions
Nebraska
$502K -$43.9K -903 -8%
Comerica Bank
38
Comerica Bank
Texas
$502K -$4.81K -99 -0.9%
LS
39
Leelyn Smith
Illinois
$490K -$16.3K -335 -3%
DAS
40
Dynamic Advisor Solutions
Arizona
$468K +$29.2K +600 +7%
BRWM
41
B. Riley Wealth Management
Tennessee
$448K +$52.7K +1,083 +13%
HI
42
Harbour Investments
Wisconsin
$432K -$23.3K -478 -5%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$411K +$7.73K +159 +2%
SWP
44
Stratos Wealth Partners
Ohio
$384K +$9.73K +200 +3%
Stifel Financial
45
Stifel Financial
Missouri
$330K +$24.7K +507 +8%
GWM
46
Geneos Wealth Management
Colorado
$310K – – –
PFS
47
Prospera Financial Services
Texas
$283K +$26.4K +543 +10%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$276K +$28.1K +577 +11%
Creative Planning
49
Creative Planning
Kansas
$242K +$3.94K +81 +2%
AAP
50
Arax Advisory Partners
Colorado
$242K +$242K +4,984 New
1
2
3