We are live on ! Find out more
FTLS icon

First Trust Long/Short Equity ETF

235 hedge funds and large institutions have $4.4B invested in First Trust Long/Short Equity ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

262% more capital invested

Capital invested by funds: $1.21B → $4.4B (+$3.19B)

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

16% more funds holding

Funds holding: 202235 (+33)

0.97% more ownership

Funds ownership: 80.62%81.59% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
235
Holders Change
+33
Holders Change %
+16.34%
% of All Funds
3.1%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
53
Increased
98
Reduced
70
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Centric Wealth Management
Illinois
$8.62M +$84.6K +1,295 +1%
CPCM
27
Cardinal Point Capital Management
Ontario, Canada
$8.24M +$327K +5,010 +4%
PJWM
28
Philip James Wealth Mangement
Georgia
$7.96M +$51.1K +782 +0.7%
RPSA
29
Richard P. Slaughter Associates
Texas
$7.32M +$301K +4,608 +4%
EC
30
EdgeRock Capital
Colorado
$6.96M +$665K +10,183 +11%
BCI
31
Brinker Capital Investments
Pennsylvania
$6.77M -$322K -4,928 -5%
OPS
32
Orion Portfolio Solutions
Nebraska
$6.77M -$322K -4,928 -5%
FHA
33
Flagship Harbor Advisors
Massachusetts
$6.17M +$865K +13,239 +16%
FWA
34
FOCUS Wealth Advisors
Texas
$6.13M -$29K -444 -0.5%
BC
35
Brio Consultants
California
$5.9M -$173K -2,641 -3%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$5.82M +$2.66M +40,782 +86%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$5.71M -$81.7K -1,250 -1%
BAM
38
Belpointe Asset Management
Nevada
$5.28M -$127K -1,938 -2%
PWS
39
Proactive Wealth Strategies
Georgia
$5.1M +$496K +7,592 +11%
LOIP
40
Live Oak Investment Partners
Texas
$5.02M
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$4.96M +$759K +11,619 +18%
AA
42
Armis Advisers
Georgia
$4.94M +$4.9M +75,047 New
SWP
43
Stratos Wealth Partners
Ohio
$4.71M +$334K +5,108 +8%
SPIA
44
Steward Partners Investment Advisory
New York
$4.65M +$2.75M +42,031 +147%
V
45
ViaWealth
Kansas
$4.59M +$546K +8,362 +14%
Stifel Financial
46
Stifel Financial
Missouri
$4.58M -$769K -11,772 -14%
PG
47
Prostatis Group
Maryland
$4.53M +$276K +4,231 +7%
GSWM
48
Golden State Wealth Management
California
$4.52M +$4.49M +68,659 New
MML Investors Services
49
MML Investors Services
Massachusetts
$4.45M +$895K +13,701 +25%
SEA
50
Stegent Equity Advisors
Texas
$4.41M +$1.05M +16,125 +32%