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First Trust Long/Short Equity ETF

120 hedge funds and large institutions have $437M invested in First Trust Long/Short Equity ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

42% more capital invested

Capital invested by funds: $308M → $437M (+$128M)

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

20% more funds holding

Funds holding: 100120 (+20)

9.62% more ownership

Funds ownership: 63.79%73.41% (+9.6%)

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
30
Increased
46
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
26
ACAS LLC
California
$2.98M +$2.99M +60,957 New
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$2.85M -$51.2K -1,043 -2%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.77M -$79.7K -1,624 -3%
IA
29
Insight Advisors
Pennsylvania
$2.65M -$680K -13,855 -20%
FCBT
30
First Citizens Bank & Trust
North Carolina
$2.63M -$760K -15,475 -22%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.61M +$1.57M +31,937 +149%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.55M +$198K +4,025 +8%
Jane Street
33
Jane Street
New York
$2.4M +$1.42M +28,879 +142%
Stifel Financial
34
Stifel Financial
Missouri
$2.32M +$1.59M +32,344 +215%
BCI
35
Brinker Capital Investments
Pennsylvania
$2.14M -$124K -2,517 -5%
CG
36
Colony Group
Massachusetts
$1.97M -$273K -5,560 -12%
AI
37
Atria Investments
North Carolina
$1.92M -$313K -6,366 -14%
ACM
38
Anfield Capital Management
California
$1.92M -$217K -4,424 -10%
IA
39
IFP Advisors
Florida
$1.78M +$307K +6,263 +17%
SWA
40
Stratos Wealth Advisors
Ohio
$1.77M +$94.1K +1,916 +6%
AWS
41
Atria Wealth Solutions
New York
$1.76M +$869K +17,710 +96%
LC
42
LCNB Corp
Ohio
$1.7M +$549K +11,193 +47%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.61M +$1.33M +27,049 +462%
Mariner
44
Mariner
Kansas
$1.5M +$1.51M +30,758 New
SW
45
SMART Wealth
Nebraska
$1.5M +$1.5M +30,597 New
RP
46
Riverwater Partners
Wisconsin
$1.36M +$1.37M +27,853 New
ONB
47
Old National Bancorp
Indiana
$1.31M -$756K -15,395 -37%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.29M +$147 +3 +0%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.23M +$26.5K +539 +2%
PWA
50
PCG Wealth Advisors
Kansas
$1.1M -$1.26M -25,639 -53%