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First Trust Long/Short Equity ETF
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Overview Fund Activity

160 hedge funds and large institutions have $799M invested in First Trust Long/Short Equity ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+18
Holders Change %
+12.68%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
30
Increased
67
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$276M
2
CWM
2
Centric Wealth Management
Illinois
$7.63M
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$7.53M
4
CTC
4
Central Trust Company
Missouri
$20.6M
5
Jane Street
5
Jane Street
New York
$6.83M

Top Sellers

1
LOIP
1
Live Oak Investment Partners
Texas
$3.84M
2
IWM
2
IHT Wealth Management
Illinois
$3.03M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$0
4
LFASL
4
Lugano Financial Advisors SA (LFA)
Switzerland
$2.68M
5
PAG
5
Private Advisor Group
New Jersey
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$4.84M -$553K -9,831 -10%
SFS
27
Sowell Financial Services
Arkansas
$4.74M +$1.22M +21,739 +35%
Stifel Financial
28
Stifel Financial
Missouri
$4.52M -$111K -1,967 -2%
Ameriprise
29
Ameriprise
Minnesota
$4.4M +$4.4M +78,234 New
FWA
30
FOCUS Wealth Advisors
Texas
$4.39M +$44.6K +792 +1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.38M -$428K -7,609 -9%
AWM
32
AE Wealth Management
Kansas
$3.87M +$471K +8,076 +14%
RA
33
RiverTree Advisors
Florida
$3.84M +$3.84M +68,243 New
LOIP
34
Live Oak Investment Partners
Texas
$3.84M -$3.68M – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.72M -$15.5K -275 -0.4%
Cerity Partners
36
Cerity Partners
New York
$3.71M +$3.71M +65,974 New
AL
37
ACAS LLC
California
$3.27M -$101K -1,790 -3%
FCBT
38
First Citizens Bank & Trust
North Carolina
$3.27M +$722K +12,838 +28%
OPS
39
Orion Portfolio Solutions
Nebraska
$3.22M -$222K -3,902 -6%
BCI
40
Brinker Capital Investments
Pennsylvania
$3.22M -$222K -3,902 -6%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$3.11M +$588K +10,447 +23%
IWM
42
IHT Wealth Management
Illinois
$3.03M -$3.23M -57,469 -52%
IA
43
Insight Advisors
Pennsylvania
$2.74M -$421K -7,475 -13%
AC
44
Avestar Capital
New York
$2.69M +$550K +9,769 +26%
LFASL
45
Lugano Financial Advisors SA (LFA)
Switzerland
$2.68M -$1.84M -32,746 -41%
AWS
46
Atria Wealth Solutions
New York
$2.66M -$35.3K -627 -1%
DWM
47
Darwin Wealth Management
Florida
$2.62M -$264K -4,687 -9%
SEA
48
Stegent Equity Advisors
Texas
$2.56M +$1.94M +34,411 +312%
RPSA
49
Richard P. Slaughter Associates
Texas
$2.5M +$2.23M +39,696 +824%
EP
50
Eudaimonia Partners
Tennessee
$2.47M +$231K +4,098 +10%
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