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First Trust Long/Short Equity ETF

186 hedge funds and large institutions have $1.06B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

136% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 42

27% more capital invested

Capital invested by funds: $832M → $1.06B (+$223M)

10% more funds holding

Funds holding: 169186 (+17)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.91% more ownership

Funds ownership: 77.01%78.92% (+1.9%)

Holders
186
Holders Change
+17
Holders Change %
+10.06%
% 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
99
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Atomi Financial Group
New York
$6.01M +$1.94M +31,684 +49%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$5.99M -$244K -3,995 -4%
FWA
28
FOCUS Wealth Advisors
Texas
$5.91M +$321K +5,253 +6%
BCI
29
Brinker Capital Investments
Pennsylvania
$5.73M +$163K +2,673 +3%
OPS
30
Orion Portfolio Solutions
Nebraska
$5.73M +$163K +2,673 +3%
BC
31
Brio Consultants
California
$5.58M -$74.6K -1,220 -1%
EC
32
EdgeRock Capital
Colorado
$5.52M +$5.4M +88,267 New
Stifel Financial
33
Stifel Financial
Missouri
$5.33M +$348K +5,683 +7%
RPSA
34
Richard P. Slaughter Associates
Texas
$4.95M +$387K +6,331 +9%
SFS
35
Sowell Financial Services
Arkansas
$4.88M +$755K +12,341 +19%
MML Investors Services
36
MML Investors Services
Massachusetts
$4.74M -$183K -2,985 -4%
Cerity Partners
37
Cerity Partners
New York
$4.64M +$526K +8,598 +13%
LOIP
38
Live Oak Investment Partners
Texas
$4.52M
FHA
39
Flagship Harbor Advisors
Massachusetts
$4.46M +$2.78M +45,478 +176%
IWM
40
IHT Wealth Management
Illinois
$3.81M +$341K +5,582 +10%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$3.79M +$2.95M +48,264 +390%
PCS
42
Personal CFO Solutions
New Jersey
$3.75M +$3.67M +59,986 New
PG
43
Prostatis Group
Maryland
$3.74M +$3.62M +59,184 New
RA
44
RiverTree Advisors
Florida
$3.73M -$1.76M -28,769 -33%
BAM
45
Belpointe Asset Management
Nevada
$3.65M +$670K +10,955 +18%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$3.6M +$132K +2,158 +4%
AAS
47
Avantax Advisory Services
Texas
$3.59M +$1.23M +20,056 +54%
V
48
ViaWealth
Kansas
$3.52M +$339K +5,546 +11%
AL
49
ACAS LLC
California
$3.39M -$232K -3,786 -7%
AWS
50
Atria Wealth Solutions
New York
$3.38M +$488K +7,978 +17%