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First Trust Long/Short Equity ETF
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Overview Fund Activity

234 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, 97 increasing their positions, 70 reducing their positions, and 14 closing their positions.

Holders
234
Holders Change
+33
Holders Change %
+16.42%
% of All Funds
3.12%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
53
Increased
97
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
Ameriprise
2
Ameriprise
Minnesota
$109M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$126M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.99B
2
IAIM
2
International Assets Investment Management
Florida
$371K
3
Mariner
3
Mariner
Kansas
$561K
4
FEG
4
Financial Enhancement Group
Indiana
$9.88M
5
LOIP
5
Live Oak Investment Partners
Texas
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Centric Wealth Management
Illinois
$8.62M +$85.2K +1,295 +1%
CPCM
27
Cardinal Point Capital Management
Ontario, Canada
$8.24M +$330K +5,010 +4%
PJWM
28
Philip James Wealth Mangement
Georgia
$7.96M +$51.5K +782 +0.7%
RPSA
29
Richard P. Slaughter Associates
Texas
$7.32M +$303K +4,608 +4%
EC
30
EdgeRock Capital
Colorado
$6.96M +$670K +10,183 +11%
OPS
31
Orion Portfolio Solutions
Nebraska
$6.77M -$324K -4,928 -5%
BCI
32
Brinker Capital Investments
Pennsylvania
$6.77M -$324K -4,928 -5%
FHA
33
Flagship Harbor Advisors
Massachusetts
$6.17M +$871K +13,239 +16%
FWA
34
FOCUS Wealth Advisors
Texas
$6.13M -$29.2K -444 -0.5%
BC
35
Brio Consultants
California
$5.9M -$174K -2,641 -3%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$5.82M +$2.68M +40,782 +86%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$5.71M -$82.3K -1,250 -1%
BAM
38
Belpointe Asset Management
Nevada
$5.28M -$124K -1,938 -2%
PWS
39
Proactive Wealth Strategies
Georgia
$5.1M +$500K +7,592 +11%
LOIP
40
Live Oak Investment Partners
Texas
$5.02M -$4.74M – –
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$4.97M +$765K +11,619 +18%
AA
42
Armis Advisers
Georgia
$4.94M +$4.94M +75,047 New
SWP
43
Stratos Wealth Partners
Ohio
$4.71M +$336K +5,108 +8%
SPIA
44
Steward Partners Investment Advisory
New York
$4.65M +$2.77M +42,031 +147%
V
45
ViaWealth
Kansas
$4.59M +$550K +8,362 +14%
Stifel Financial
46
Stifel Financial
Missouri
$4.58M -$775K -11,772 -14%
PG
47
Prostatis Group
Maryland
$4.53M +$278K +4,231 +7%
GSWM
48
Golden State Wealth Management
California
$4.52M +$4.52M +68,659 New
MML Investors Services
49
MML Investors Services
Massachusetts
$4.45M +$902K +13,701 +25%
SEA
50
Stegent Equity Advisors
Texas
$4.41M +$1.06M +16,125 +32%
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