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First Trust Long/Short Equity ETF
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Overview Fund Activity

169 hedge funds and large institutions have $831M invested in First Trust Long/Short Equity ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
26
Increased
79
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$75.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$17.5M
4
WEG
4
World Equity Group
Illinois
$9.02M
5
PAG
5
Private Advisor Group
New Jersey
$18.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
FA
2
FDx Advisors
Illinois
$0
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$1.59M
4
Truist Financial
4
Truist Financial
North Carolina
$23.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
26
Orion Portfolio Solutions
Nebraska
$5.48M +$1.99M +32,196 +57%
BCI
27
Brinker Capital Investments
Pennsylvania
$5.48M +$1.99M +32,196 +57%
RA
28
RiverTree Advisors
Florida
$5.45M +$1.24M +20,177 +30%
Stifel Financial
29
Stifel Financial
Missouri
$4.9M -$58.9K -956 -1%
MML Investors Services
30
MML Investors Services
Massachusetts
$4.85M -$451K -7,320 -9%
RPSA
31
Richard P. Slaughter Associates
Texas
$4.49M +$1.74M +28,255 +63%
SFS
32
Sowell Financial Services
Arkansas
$4.05M -$1.14M -18,518 -22%
Cerity Partners
33
Cerity Partners
New York
$4.04M -$25.5K -414 -0.6%
AFG
34
Atomi Financial Group
New York
$3.96M +$2.53M +41,086 +177%
Jane Street
35
Jane Street
New York
$3.67M -$3.82M -61,984 -51%
BAM
36
Belpointe Asset Management
Nevada
$3.65M +$1.77M +28,776 +94%
AL
37
ACAS LLC
California
$3.55M -$32.2K -523 -0.9%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$3.42M -$1.38M -22,435 -29%
IWM
39
IHT Wealth Management
Illinois
$3.41M +$89K +1,444 +3%
V
40
ViaWealth
Kansas
$3.12M +$2.18M +35,282 +230%
LFASL
41
Lugano Financial Advisors SA (LFA)
Switzerland
$3.06M +$126K +2,049 +4%
GWA
42
GGM Wealth Advisors
Maryland
$3.04M +$3.04M +49,698 New
SPC
43
Sigma Planning Corp
Michigan
$3M +$3M +48,572 New
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$2.89M +$2.89M +46,946 New
EP
45
Eudaimonia Partners
Tennessee
$2.84M +$136K +2,210 +5%
AWS
46
Atria Wealth Solutions
New York
$2.83M -$83.3K -1,351 -3%
SEA
47
Stegent Equity Advisors
Texas
$2.73M -$74.3K -1,205 -3%
CAN
48
Cetera Advisor Networks
California
$2.67M +$914K +14,831 +52%
EA
49
Eudaimonia Advisors
Tennessee
$2.64M +$261K +4,227 +11%
DWM
50
Darwin Wealth Management
Florida
$2.57M -$308K -4,992 -11%
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