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First Trust Long/Short Equity ETF
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Overview Fund Activity

142 hedge funds and large institutions have $534M invested in First Trust Long/Short Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
21
Increased
66
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
PAG
2
Private Advisor Group
New Jersey
$10.9M
3
Truist Financial
3
Truist Financial
North Carolina
$25.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$85.4M
5
WP
5
WealthPLAN Partners
Nebraska
$10.2M

Top Sellers

1
LFASL
1
Lugano Financial Advisors SA (LFA)
Switzerland
$4.27M
2
LOIP
2
Live Oak Investment Partners
Texas
$3.68M
3
IWM
3
IHT Wealth Management
Illinois
$5.92M
4
FEG
4
Financial Enhancement Group
Indiana
$13.5M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$3.95M +$106K +1,996 +3%
LOIP
27
Live Oak Investment Partners
Texas
$3.68M -$3.58M – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.53M +$476K +8,947 +16%
SFS
29
Sowell Financial Services
Arkansas
$3.32M +$14.3K +269 +0.4%
OPS
30
Orion Portfolio Solutions
Nebraska
$3.22M -$683K -12,846 -18%
BCI
31
Brinker Capital Investments
Pennsylvania
$3.22M -$683K -12,846 -18%
AL
32
ACAS LLC
California
$3.18M +$137K +2,585 +5%
AWM
33
AE Wealth Management
Kansas
$3.1M -$754K -14,178 -20%
IA
34
Insight Advisors
Pennsylvania
$2.99M +$86.7K +1,632 +3%
DWM
35
Darwin Wealth Management
Florida
$2.73M -$169K -3,180 -6%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$2.61M -$139K -2,619 -5%
AWS
37
Atria Wealth Solutions
New York
$2.55M +$228K +4,287 +10%
ACM
38
Anfield Capital Management
California
$2.44M -$25.2K -474 -1%
FCBT
39
First Citizens Bank & Trust
North Carolina
$2.4M +$482K +9,062 +25%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$2.39M +$2.39M +44,918 New
CA
41
Cetera Advisors
Colorado
$2.3M +$1.71M +32,213 +289%
EP
42
Eudaimonia Partners
Tennessee
$2.11M +$14K +264 +0.7%
GSEP
43
Golden State Equity Partners
California
$2.04M +$1.44M +27,118 +241%
AC
44
Avestar Capital
New York
$2.02M +$2.02M +37,989 New
EA
45
Eudaimonia Advisors
Tennessee
$1.99M +$78.9K +1,484 +4%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.88M +$1.88M +35,458 New
PWM
47
Provident Wealth Management
Tennessee
$1.83M -$111K -2,084 -6%
TC
48
TAP Consulting
Missouri
$1.61M +$13.2K +249 +0.8%
CG
49
Colony Group
Massachusetts
$1.59M -$191K -3,591 -11%
ONB
50
Old National Bancorp
Indiana
$1.54M -$43.5K -818 -3%
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