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First Trust Long/Short Equity ETF
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Overview Fund Activity

201 hedge funds and large institutions have $1.21B invested in First Trust Long/Short Equity ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
201
Holders Change
+16
Holders Change %
+8.65%
% of All Funds
2.91%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
100
Reduced
60
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$26.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$298M
3
Ameriprise
3
Ameriprise
Minnesota
$75.5M
4
Mariner
4
Mariner
Kansas
$14.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$30.5M

Top Sellers

1
LOIP
1
Live Oak Investment Partners
Texas
$4.74M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$930K
4
IWM
4
IHT Wealth Management
Illinois
$2.31M
5
SFS
5
Sowell Financial Services
Arkansas
$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJWM
26
Philip James Wealth Mangement
Georgia
$7.63M +$264K +4,161 +4%
OPS
27
Orion Portfolio Solutions
Nebraska
$6.84M +$1.04M +16,309 +18%
BCI
28
Brinker Capital Investments
Pennsylvania
$6.84M +$1.04M +16,309 +18%
RPSA
29
Richard P. Slaughter Associates
Texas
$6.77M +$1.75M +27,526 +35%
AFG
30
Atomi Financial Group
New York
$6.72M +$629K +9,915 +10%
EC
31
EdgeRock Capital
Colorado
$6.06M +$462K +7,285 +8%
FWA
32
FOCUS Wealth Advisors
Texas
$5.94M -$48.9K -771 -0.8%
BC
33
Brio Consultants
California
$5.86M +$201K +3,167 +4%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$5.59M -$483K -7,606 -8%
LC
35
LCNB Corp
Ohio
$5.38M -$1.42M -22,409 -21%
BAM
36
Belpointe Asset Management
Nevada
$5.34M +$882K +13,894 +20%
Stifel Financial
37
Stifel Financial
Missouri
$5.17M -$234K -3,683 -4%
Cerity Partners
38
Cerity Partners
New York
$5.11M +$406K +6,403 +9%
FHA
39
Flagship Harbor Advisors
Massachusetts
$5.11M +$5.11M +80,514 New
LOIP
40
Live Oak Investment Partners
Texas
$4.74M -$4.52M – –
PWS
41
Proactive Wealth Strategies
Georgia
$4.44M +$4.44M +69,882 New
SWP
42
Stratos Wealth Partners
Ohio
$4.22M +$1.1M +17,291 +35%
AAA
43
American Alpha Advisors
New York
$4.11M +$4.11M +64,677 New
PG
44
Prostatis Group
Maryland
$4.1M +$342K +5,382 +9%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$4.05M +$397K +6,258 +11%
LFASL
46
Lugano Financial Advisors SA (LFA)
Switzerland
$4.01M +$714K +11,247 +22%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$3.99M +$145K +2,278 +4%
V
48
ViaWealth
Kansas
$3.89M +$327K +5,156 +9%
PCS
49
Personal CFO Solutions
New Jersey
$3.83M +$19.5K +307 +0.5%
AAS
50
Avantax Advisory Services
Texas
$3.8M +$166K +2,620 +5%
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