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First Trust Long/Short Equity ETF
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Overview Fund Activity

122 hedge funds and large institutions have $438M invested in First Trust Long/Short Equity ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
44
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFP
1
Sweet Financial Partners
Minnesota
$8.96M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.13M
3
CTC
3
Central Trust Company
Missouri
$11.1M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$3.29M
5
Morgan Stanley
5
Morgan Stanley
New York
$83.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$75.1M
2
WIM
2
WealthPlan Investment Management
Nebraska
$9.25M
3
WP
3
WealthPLAN Partners
Nebraska
$10.4M
4
B
4
Bridgeworth
Alabama
$462K
5
LOIP
5
Live Oak Investment Partners
Texas
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Darwin Wealth Management
Florida
$3.24M -$748K -14,471 -19%
SWP
27
Stratos Wealth Partners
Ohio
$3.21M -$666K -13,111 -17%
KAS
28
Kestra Advisory Services
Texas
$3.08M -$52.8K -1,039 -2%
Stifel Financial
29
Stifel Financial
Missouri
$3.05M +$646K +12,720 +27%
AL
30
ACAS LLC
California
$2.99M -$107K -2,107 -3%
OCM
31
One Capital Management
California
$2.84M -$2.63M -51,716 -48%
IA
32
Insight Advisors
Pennsylvania
$2.84M +$49K +965 +2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.74M +$25.2K +497 +0.9%
AI
34
Atria Investments
North Carolina
$2.13M +$137K +2,705 +7%
ACM
35
Anfield Capital Management
California
$2.13M +$136K +2,686 +7%
AWS
36
Atria Wealth Solutions
New York
$2.03M +$197K +3,881 +11%
SWA
37
Stratos Wealth Advisors
Ohio
$1.92M +$85.1K +1,675 +5%
CG
38
Colony Group
Massachusetts
$1.9M -$156K -3,062 -8%
EA
39
Eudaimonia Advisors
Tennessee
$1.78M +$1.16M +22,754 +184%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.61M -$66.1K -1,301 -4%
LC
41
LCNB Corp
Ohio
$1.53M -$238K -4,678 -13%
AWA
42
Authentikos Wealth Advisory
California
$1.52M +$1.52M +31,009 New
TC
43
TAP Consulting
Missouri
$1.51M +$1.51M +29,707 New
Jane Street
44
Jane Street
New York
$1.38M -$1.12M -22,090 -45%
ONB
45
Old National Bancorp
Indiana
$1.36M -$2.39K -47 -0.2%
SW
46
SMART Wealth
Nebraska
$1.34M -$210K -4,141 -14%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1.33M -$2.85K -56 -0.2%
ASN
48
Advisory Services Network
Georgia
$1.27M +$724K +14,246 +132%
C
49
CEDRUS
Colorado
$1.14M +$102 +2 +0%
VCM
50
Virtue Capital Management
Tennessee
$1.13M – – –
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