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First Trust Long/Short Equity ETF
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Overview Fund Activity

134 hedge funds and large institutions have $502M invested in First Trust Long/Short Equity ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
23
Increased
56
Reduced
40
Closed
8
Calls
–
Puts
$595K
Net Calls
-$595K
Net Calls Change
-$595K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.2M
2
FA
2
FDx Advisors
Illinois
$9.14M
3
IWM
3
IHT Wealth Management
Illinois
$9.03M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$6.55M
5
LPL Financial
5
LPL Financial
California
$46.7M

Top Sellers

1
FCBT
1
First Citizens Bank & Trust
North Carolina
$1.91M
2
WP
2
WealthPLAN Partners
Nebraska
$7.27M
3
LOIP
3
Live Oak Investment Partners
Texas
$3.58M
4
WIM
4
WealthPlan Investment Management
Nebraska
$6.58M
5
OCM
5
One Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$3.87M +$457K +8,651 +13%
AWM
27
AE Wealth Management
Kansas
$3.82M +$31.9K +605 +0.8%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.82M -$1.08M -20,449 -22%
LOIP
29
Live Oak Investment Partners
Texas
$3.58M -$3.37M – –
SFS
30
Sowell Financial Services
Arkansas
$3.28M +$3.28M +62,150 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.04M +$191K +3,613 +7%
AL
32
ACAS LLC
California
$3.03M -$81.1K -1,537 -3%
IA
33
Insight Advisors
Pennsylvania
$2.88M -$66K -1,251 -2%
DWM
34
Darwin Wealth Management
Florida
$2.87M -$430K -8,169 -13%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$2.73M +$2.73M +51,640 New
LC
36
LCNB Corp
Ohio
$2.66M +$1.06M +20,157 +67%
ACM
37
Anfield Capital Management
California
$2.44M +$234K +4,424 +11%
AWS
38
Atria Wealth Solutions
New York
$2.31M +$195K +3,694 +9%
Cerity Partners
39
Cerity Partners
New York
$2.23M +$2.23M +42,260 New
EP
40
Eudaimonia Partners
Tennessee
$2.09M +$989K +18,726 +90%
KAS
41
Kestra Advisory Services
Texas
$2.06M -$1.13M -21,499 -35%
PWM
42
Provident Wealth Management
Tennessee
$1.93M +$1.93M +36,508 New
FCBT
43
First Citizens Bank & Trust
North Carolina
$1.91M -$3.57M -67,574 -65%
EA
44
Eudaimonia Advisors
Tennessee
$1.9M +$40.9K +774 +2%
CG
45
Colony Group
Massachusetts
$1.76M -$206K -3,902 -10%
TC
46
TAP Consulting
Missouri
$1.59M +$20.5K +388 +1%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.58M -$85.3K -1,616 -5%
ONB
48
Old National Bancorp
Indiana
$1.57M +$159K +3,012 +11%
AWA
49
Authentikos Wealth Advisory
California
$1.56M -$79.1K -1,499 -5%
SW
50
SMART Wealth
Nebraska
$1.55M +$152K +2,871 +11%
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