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First Trust Long/Short Equity ETF
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Overview Fund Activity

81 hedge funds and large institutions have $328M invested in First Trust Long/Short Equity ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 3 closing their positions.

Holders
81
Holders Change
+14
Holders Change %
+20.9%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
18
Increased
33
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$22.5M
2
LFASL
2
Lugano Financial Advisors SA (LFA)
Switzerland
$10.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$51.7M
4
LPL Financial
4
LPL Financial
California
$28.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.19M

Top Sellers

1
CWM
1
Comprehensive Wealth Management
Washington
$38.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.29M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.53M
4
LS
4
Leelyn Smith
Illinois
$48K
5
CG
5
Colony Group
Massachusetts
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$1.81M +$1.81M +31,798 New
CFG
27
Cooper Financial Group
California
$1.57M +$168K +3,214 +12%
AWM
28
Ameliora Wealth Management
Switzerland
$1.3M +$1.3M +27,450 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.29M -$2.64M -50,597 -67%
CTC
30
Central Trust Company
Missouri
$1.24M +$205K +3,933 +20%
AWAP
31
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.19M +$28.2K +540 +2%
VCM
32
Virtue Capital Management
Tennessee
$1.15M +$1.15M +22,013 New
CA
33
Cetera Advisors
Colorado
$1.13M +$913K +17,499 +417%
BFA
34
Beacon Financial Advisory
Ohio
$1.13M +$11.8K +227 +1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$996K +$53.7K +1,029 +6%
C
36
CEDRUS
Colorado
$912K +$912K +17,481 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$906K +$422K +8,087 +87%
KAS
38
Kestra Advisory Services
Texas
$862K +$3.76K +72 +0.4%
NFG
39
Next Financial Group
Texas
$830K +$61K +1,170 +8%
CPWMP
40
Cardinal Point Wealth Management Partners
California
$828K +$828K +15,875 New
CBFP
41
Cedar Brook Financial Partners
Ohio
$719K +$70.5K +1,352 +11%
SWA
42
Stratos Wealth Advisors
Ohio
$691K +$189K +3,619 +38%
CW
43
CreativeOne Wealth
Kansas
$652K -$28.5K -545 -4%
Stifel Financial
44
Stifel Financial
Missouri
$645K +$91.4K +1,750 +17%
FMBTD
45
First Midwest Bank Trust Division
Illinois
$641K -$5.17K -99 -0.8%
MIAN
46
Mariner Independent Advisor Network
Kansas
$630K +$82.8K +1,591 +15%
LWAC
47
Laurel Wealth Advisors (California)
California
$560K +$560K +10,743 New
SPIA
48
Steward Partners Investment Advisory
New York
$556K -$12.1K -233 -2%
CI
49
CX Institutional
Indiana
$531K -$21.9K -421 -4%
Comerica Bank
50
Comerica Bank
Texas
$496K -$1.72K -35 -0.3%
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