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First Trust Long/Short Equity ETF
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Overview Fund Activity

90 hedge funds and large institutions have $284M invested in First Trust Long/Short Equity ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
17
Increased
34
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$42M
2
DWM
2
Darwin Wealth Management
Florida
$4.51M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$53M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.1M
5
ONB
5
Old National Bancorp
Indiana
$1.89M

Top Sellers

1
CWM
1
Comprehensive Wealth Management
Washington
$0
2
PAG
2
Private Advisor Group
New Jersey
$6.69M
3
FEG
3
Financial Enhancement Group
Indiana
$19.2M
4
Jane Street
4
Jane Street
New York
$0
5
AWAP
5
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
26
Central Trust Company
Missouri
$1.74M +$508K +10,440 +41%
SWA
27
Stratos Wealth Advisors
Ohio
$1.31M +$359K +7,376 +38%
MIAN
28
Mariner Independent Advisor Network
Kansas
$1.25M +$584K +11,993 +87%
IA
29
IFP Advisors
Florida
$1.24M – – –
PWA
30
PCG Wealth Advisors
Kansas
$1.23M -$967K -19,867 -44%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$1.14M -$14.3K -293 -1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.13M +$1.13M +23,257 New
BFA
33
Beacon Financial Advisory
Ohio
$1.07M +$18.1K +373 +2%
VCM
34
Virtue Capital Management
Tennessee
$1.07M – – –
C
35
CEDRUS
Colorado
$1.05M -$45.8K -941 -4%
CPWMP
36
Cardinal Point Wealth Management Partners
California
$1.03M +$54.7K +1,125 +6%
CFG
37
Cooper Financial Group
California
$1.02M -$19K -391 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$962K +$83.5K +1,716 +10%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$780K -$33.4K -686 -4%
CBFP
40
Cedar Brook Financial Partners
Ohio
$776K +$46.2K +950 +6%
CW
41
CreativeOne Wealth
Kansas
$734K +$139K +2,865 +23%
Stifel Financial
42
Stifel Financial
Missouri
$640K +$9.1K +187 +1%
SWP
43
Stratos Wealth Partners
Ohio
$636K +$114K +2,350 +22%
EP
44
Eudaimonia Partners
Tennessee
$592K +$592K +12,176 New
CPA
45
Capital Planning Advisors
California
$586K +$586K +12,054 New
EA
46
Eudaimonia Advisors
Tennessee
$572K +$572K +11,761 New
SPIA
47
Steward Partners Investment Advisory
New York
$531K +$16.7K +343 +3%
BC
48
Brio Consultants
California
$531K +$531K +10,998 New
CA
49
Cetera Advisors
Colorado
$527K +$122K +2,500 +30%
CI
50
CX Institutional
Indiana
$486K -$40.5K -832 -8%
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