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First Trust Long/Short Equity ETF

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

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

14% more capital invested

Capital invested by funds: $438M → $502M (+$63.4M)

10% more funds holding

Funds holding: 122134 (+12)

1.18% more ownership

Funds ownership: 70.01%71.2% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $595K

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.1%
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
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$3.87M +$447K +8,651 +13%
AWM
27
AE Wealth Management
Kansas
$3.82M +$31.2K +605 +0.8%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.82M -$1.06M -20,449 -22%
LOIP
29
Live Oak Investment Partners
Texas
$3.58M
SFS
30
Sowell Financial Services
Arkansas
$3.28M +$3.21M +62,150 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.04M +$187K +3,613 +7%
AL
32
ACAS LLC
California
$3.03M -$79.3K -1,537 -3%
IA
33
Insight Advisors
Pennsylvania
$2.88M -$64.6K -1,251 -2%
DWM
34
Darwin Wealth Management
Florida
$2.87M -$422K -8,169 -13%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$2.73M +$2.67M +51,640 New
LC
36
LCNB Corp
Ohio
$2.66M +$1.04M +20,157 +67%
ACM
37
Anfield Capital Management
California
$2.44M +$228K +4,424 +11%
AWS
38
Atria Wealth Solutions
New York
$2.31M +$191K +3,694 +9%
Cerity Partners
39
Cerity Partners
New York
$2.23M +$2.18M +42,260 New
EP
40
Eudaimonia Partners
Tennessee
$2.09M +$967K +18,726 +90%
KAS
41
Kestra Advisory Services
Texas
$2.06M -$1.11M -21,499 -35%
PWM
42
Provident Wealth Management
Tennessee
$1.93M +$1.88M +36,508 New
FCBT
43
First Citizens Bank & Trust
North Carolina
$1.91M -$3.49M -67,574 -65%
EA
44
Eudaimonia Advisors
Tennessee
$1.9M +$40K +774 +2%
CG
45
Colony Group
Massachusetts
$1.76M -$201K -3,902 -10%
TC
46
TAP Consulting
Missouri
$1.59M +$20K +388 +1%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.58M -$83.4K -1,616 -5%
ONB
48
Old National Bancorp
Indiana
$1.57M +$155K +3,012 +11%
AWA
49
Authentikos Wealth Advisory
California
$1.56M -$77.4K -1,499 -5%
SW
50
SMART Wealth
Nebraska
$1.55M +$148K +2,871 +11%