First Trust Long/Short Equity ETF
FTLS
68 hedge funds and large institutions have $266M invested in First Trust Long/Short Equity ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 24
6% more funds holding
Funds holding: 64 → 68 (+4)
5% more capital invested
Capital invested by funds: $253M → $266M (+$13.7M)
0.61% less ownership
Funds ownership: 67.35% → 66.74% (-0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$8.55M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.7M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.78M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.93M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.47M |
| 2 |
Jane Street
New York
|
-$1.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.29M |
| 4 |
Morgan Stanley
New York
|
-$904K |
| 5 |
CPWM
Cardinal Point Wealth Management
Irvine,
California
|
-$290K |
FTLS Hedge Fund Activity: Q3 2021 in Review
68 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q3 2021, worth a combined $266M — up 5.4% from $253M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FTLS positions and 3 closed out — a net gain of 5 holders — while 30 added to existing stakes and 24 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $8.55M. The largest seller was LPL Financial, cutting an estimated $1.47M.
- 68 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q3 2021, up from 64 in Q2 2021.
- Funds reported $266M of First Trust Long/Short Equity ETF stock for Q3 2021, up 5.4% quarter-over-quarter.
- 8 funds opened new First Trust Long/Short Equity ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q3 2021 was Financial Enhancement Group, an estimated $8.55M added.
- The largest First Trust Long/Short Equity ETF seller in Q3 2021 was LPL Financial, an estimated $1.47M sold.
Based on aggregated 13F filings for Q3 2021.