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First Trust Long/Short Equity ETF

234 hedge funds and large institutions have $1.58B invested in First Trust Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.01% more ownership

Funds ownership: 81.59%82.61% (+1%)

0% less funds holding

Funds holding: 235234 (-1)

64% less capital invested

Capital invested by funds: $4.4B → $1.58B (-$2.82B)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
30
Increased
127
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Centric Wealth Management
Illinois
$8.65M +$268K +4,056 +3%
BHWA
27
Beacon Harbor Wealth Advisors
Virginia
$8.57M +$78.5K +1,186 +0.9%
MWM
28
Modern Wealth Management
Kansas
$8.37M -$574K -8,679 -6%
Comerica Bank
29
Comerica Bank
Texas
$8.33M +$5.27M +79,673 +158%
CPCM
30
Cardinal Point Capital Management
Ontario, Canada
$7.96M -$67.5K -1,020 -0.8%
PJWM
31
Philip James Wealth Mangement
Georgia
$7.86M +$113K +1,701 +1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$7.8M +$3.06M +46,226 +61%
RPSA
33
Richard P. Slaughter Associates
Texas
$7.49M +$374K +5,650 +5%
FHA
34
Flagship Harbor Advisors
Massachusetts
$6.87M +$886K +13,397 +14%
BCI
35
Brinker Capital Investments
Pennsylvania
$6.3M -$303K -4,573 -4%
OPS
36
Orion Portfolio Solutions
Nebraska
$6.3M -$303K -4,573 -4%
FWA
37
FOCUS Wealth Advisors
Texas
$5.84M -$134K -2,025 -2%
CAS
38
Coppell Advisory Solutions
Texas
$5.68M +$4.83M +73,007 +435%
BC
39
Brio Consultants
California
$5.57M -$185K -2,798 -3%
PWS
40
Proactive Wealth Strategies
Georgia
$5.42M +$471K +7,117 +9%
SPIA
41
Steward Partners Investment Advisory
New York
$5.39M +$892K +13,478 +19%
SFS
42
Sowell Financial Services
Arkansas
$5.24M +$1.13M +17,096 +26%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$5.08M -$499K -7,542 -9%
V
44
ViaWealth
Kansas
$5.05M +$603K +9,109 +13%
MML Investors Services
45
MML Investors Services
Massachusetts
$5.04M +$730K +11,034 +16%
AA
46
Armis Advisers
Georgia
$5.01M +$204K +3,083 +4%
HI
47
Harbour Investments
Wisconsin
$4.94M +$2.01M +30,333 +65%
SWP
48
Stratos Wealth Partners
Ohio
$4.9M +$325K +4,910 +7%
LOIP
49
Live Oak Investment Partners
Texas
$4.84M +$5M +75,511 New
AAS
50
Avantax Advisory Services
Texas
$4.68M +$728K +11,004 +18%