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First Trust Long/Short Equity ETF
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Overview Fund Activity

232 hedge funds and large institutions have $1.57B invested in First Trust Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.15%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.18%
New
30
Increased
126
Reduced
58
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$393M
2
Ameriprise
2
Ameriprise
Minnesota
$140M
3
LPL Financial
3
LPL Financial
California
$145M
4
HPC
4
Hobart Private Capital
North Carolina
$19.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$19.8M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$9.69M
2
AAA
2
American Alpha Advisors
New York
$0
3
AWA
3
Authentikos Wealth Advisory
California
$0
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
OL
5
Owen LaRue
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Centric Wealth Management
Illinois
$8.65M 134,993 +4,056 +3%
BHWA
27
Beacon Harbor Wealth Advisors
Virginia
$8.57M 133,699 +1,186 +0.9%
MWM
28
Modern Wealth Management
Kansas
$8.37M 130,551 -8,679 -6%
Comerica Bank
29
Comerica Bank
Texas
$8.33M 129,947 +79,673 +158%
CPCM
30
Cardinal Point Capital Management
Ontario, Canada
$7.96M 124,164 -1,020 -0.8%
PJWM
31
Philip James Wealth Mangement
Georgia
$7.86M 122,645 +1,701 +1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$7.8M 121,674 +46,226 +61%
RPSA
33
Richard P. Slaughter Associates
Texas
$7.49M 116,886 +5,650 +5%
FHA
34
Flagship Harbor Advisors
Massachusetts
$6.87M 107,150 +13,397 +14%
OPS
35
Orion Portfolio Solutions
Nebraska
$6.3M 98,311 -4,573 -4%
BCI
36
Brinker Capital Investments
Pennsylvania
$6.3M 98,311 -4,573 -4%
FWA
37
FOCUS Wealth Advisors
Texas
$5.84M 91,135 -2,025 -2%
CAS
38
Coppell Advisory Solutions
Texas
$5.68M 89,790 +73,007 +435%
BC
39
Brio Consultants
California
$5.57M 86,868 -2,798 -3%
PWS
40
Proactive Wealth Strategies
Georgia
$5.42M 84,591 +7,117 +9%
SPIA
41
Steward Partners Investment Advisory
New York
$5.39M 84,112 +13,478 +19%
SFS
42
Sowell Financial Services
Arkansas
$5.24M 81,795 +17,096 +26%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$5.08M 79,298 -7,542 -9%
V
44
ViaWealth
Kansas
$5.05M 78,818 +9,109 +13%
MML Investors Services
45
MML Investors Services
Massachusetts
$5.04M 78,594 +11,034 +16%
AA
46
Armis Advisers
Georgia
$5.01M 78,130 +3,083 +4%
HI
47
Harbour Investments
Wisconsin
$4.94M 77,017 +30,333 +65%
SWP
48
Stratos Wealth Partners
Ohio
$4.9M 76,461 +4,910 +7%
LOIP
49
Live Oak Investment Partners
Texas
$4.84M 75,511 +75,511 New
AAS
50
Avantax Advisory Services
Texas
$4.68M 73,101 +11,004 +18%
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