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First Trust Long/Short Equity ETF
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Overview Fund Activity

185 hedge funds and large institutions have $1.05B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
2.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
34
Increased
98
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$278M
2
Ameriprise
2
Ameriprise
Minnesota
$59.5M
3
LPL Financial
3
LPL Financial
California
$97.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.72M
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$7.56M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$12.3M
2
Jane Street
2
Jane Street
New York
$0
3
RA
3
RiverTree Advisors
Florida
$3.73M
4
ACM
4
Anfield Capital Management
California
$0
5
CBFP
5
Cedar Brook Financial Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
26
Atomi Financial Group
New York
$6.01M +$1.98M +31,684 +49%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$5.99M -$250K -3,995 -4%
FWA
28
FOCUS Wealth Advisors
Texas
$5.91M +$329K +5,253 +6%
OPS
29
Orion Portfolio Solutions
Nebraska
$5.73M +$167K +2,673 +3%
BCI
30
Brinker Capital Investments
Pennsylvania
$5.73M +$167K +2,673 +3%
BC
31
Brio Consultants
California
$5.58M -$76.4K -1,220 -1%
EC
32
EdgeRock Capital
Colorado
$5.52M +$5.52M +88,267 New
Stifel Financial
33
Stifel Financial
Missouri
$5.33M +$356K +5,683 +7%
RPSA
34
Richard P. Slaughter Associates
Texas
$4.95M +$396K +6,331 +9%
SFS
35
Sowell Financial Services
Arkansas
$4.88M +$772K +12,341 +19%
MML Investors Services
36
MML Investors Services
Massachusetts
$4.74M -$187K -2,985 -4%
Cerity Partners
37
Cerity Partners
New York
$4.64M +$538K +8,598 +13%
LOIP
38
Live Oak Investment Partners
Texas
$4.52M – – –
IWM
39
IHT Wealth Management
Illinois
$3.81M +$349K +5,582 +10%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$3.79M +$3.02M +48,264 +390%
PCS
41
Personal CFO Solutions
New Jersey
$3.75M +$3.75M +59,986 New
PG
42
Prostatis Group
Maryland
$3.74M +$3.74M +59,184 New
RA
43
RiverTree Advisors
Florida
$3.73M -$1.8M -28,769 -33%
BAM
44
Belpointe Asset Management
Nevada
$3.65M +$570K +10,955 +18%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$3.6M +$135K +2,158 +4%
AAS
46
Avantax Advisory Services
Texas
$3.59M +$1.26M +20,056 +54%
V
47
ViaWealth
Kansas
$3.52M +$347K +5,546 +11%
AL
48
ACAS LLC
California
$3.39M -$238K -3,786 -7%
AWS
49
Atria Wealth Solutions
New York
$3.38M +$499K +7,978 +17%
LFASL
50
Lugano Financial Advisors SA (LFA)
Switzerland
$3.25M +$147K +2,345 +5%
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