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First Trust Long/Short Equity ETF

64 hedge funds and large institutions have $253M invested in First Trust Long/Short Equity ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

19% more capital invested

Capital invested by funds: $213M → $253M (+$39.7M)

1.6% more ownership

Funds ownership: 65.75%67.35% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 6664 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
32
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWAP
26
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.08M
CPWM
27
Cardinal Point Wealth Management
California
$895K -$83.1K -1,750 -9%
KAS
28
Kestra Advisory Services
Texas
$816K -$46.7K -984 -6%
CW
29
CreativeOne Wealth
Kansas
$813K +$571K +12,014 +255%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$811K +$233K +4,898 +42%
NFG
31
Next Financial Group
Texas
$799K +$122K +2,574 +19%
FMBTD
32
First Midwest Bank Trust Division
Illinois
$592K -$24.2K -509 -4%
CBFP
33
Cedar Brook Financial Partners
Ohio
$559K -$13K -273 -2%
SPIA
34
Steward Partners Investment Advisory
New York
$531K -$3.8K -80 -0.7%
CI
35
CX Institutional
Indiana
$526K +$2.94K +62 +0.6%
KPWS
36
Kestra Private Wealth Services
Texas
$504K -$19K -400 -4%
OPS
37
Orion Portfolio Solutions
Nebraska
$502K -$42.9K -903 -8%
Comerica Bank
38
Comerica Bank
Texas
$502K -$4.7K -99 -0.9%
LS
39
Leelyn Smith
Illinois
$490K -$15.9K -335 -3%
DAS
40
Dynamic Advisor Solutions
Arizona
$468K +$28.5K +600 +7%
BRWM
41
B. Riley Wealth Management
Tennessee
$448K +$51.4K +1,083 +13%
HI
42
Harbour Investments
Wisconsin
$432K -$22.7K -478 -5%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$411K +$7.55K +159 +2%
IFG
44
Independent Financial Group
California
$402K +$14.3K +300 +4%
SWP
45
Stratos Wealth Partners
Ohio
$384K +$9.5K +200 +3%
Stifel Financial
46
Stifel Financial
Missouri
$330K +$24.1K +507 +8%
GWM
47
Geneos Wealth Management
Colorado
$310K
PFS
48
Prospera Financial Services
Texas
$283K +$25.8K +543 +10%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$276K +$27.4K +577 +11%
Creative Planning
50
Creative Planning
Kansas
$242K +$3.85K +81 +2%