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First Trust Long/Short Equity ETF
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Overview Fund Activity

230 hedge funds and large institutions have $1.64B invested in First Trust Long/Short Equity ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 112 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
20
Increased
112
Reduced
86
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$169M
2
Ameriprise
Ameriprise
Minnesota
$160M
3
Raymond James Financial
Raymond James Financial
Florida
$44.6M
4
Comerica Bank
Comerica Bank
Texas
$15.7M
5
LPL Financial
LPL Financial
California
$157M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.83M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
3
FEG
Financial Enhancement Group
Indiana
$7.7M
4
MWM
Modern Wealth Management
Kansas
$1.23M
5
RPSA
Richard P. Slaughter Associates
Texas
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPCM
26
Cardinal Point Capital Management
Ontario, Canada
$7.89M -$344K -5,195 -4%
FEG
27
Financial Enhancement Group
Indiana
$7.7M -$7.88M -119,778 -51%
CAS
28
Coppell Advisory Solutions
Texas
$7.7M +$1.77M +26,801 +30%
SFS
29
Sowell Financial Services
Arkansas
$7.16M +$1.74M +26,252 +32%
FHA
30
Flagship Harbor Advisors
Massachusetts
$7.13M +$26K +393 +0.4%
WP
31
WealthPLAN Partners
Nebraska
$6.71M -$4.36M -65,828 -39%
HI
32
Harbour Investments
Wisconsin
$6.54M +$1.44M +21,697 +28%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$6.2M -$1.87M -28,153 -23%
FWA
34
FOCUS Wealth Advisors
Texas
$6.08M +$37.2K +561 +0.6%
BCI
35
Brinker Capital Investments
Pennsylvania
$5.92M -$595K -8,971 -9%
PWS
36
Proactive Wealth Strategies
Georgia
$5.77M +$166K +2,502 +3%
MML Investors Services
37
MML Investors Services
Massachusetts
$5.67M +$460K +6,945 +9%
BC
38
Brio Consultants
California
$5.6M -$158K -2,383 -3%
SWP
39
Stratos Wealth Partners
Ohio
$5.28M +$210K +3,175 +4%
AA
40
Armis Advisers
Georgia
$5.25M +$69.7K +1,052 +1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$5.07M +$444K +6,691 +10%
LOIP
42
Live Oak Investment Partners
Texas
$5.01M +$7.22K +109 +0.1%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$5.01M -$251K -3,781 -5%
AssetMark Inc
44
AssetMark Inc
California
$4.91M +$149K +2,255 +3%
IWM
45
IMG Wealth Management
Florida
$4.75M +$408K +6,162 +9%
GSWM
46
Golden State Wealth Management
California
$4.67M -$61.7K -931 -1%
V
47
ViaWealth
Kansas
$4.67M -$558K -8,422 -11%
AAS
48
Avantax Advisory Services
Texas
$4.57M -$279K -4,215 -6%
EH
49
Equitable Holdings
New York
$4.53M +$464K +7,008 +11%
KWA
50
Kingswood Wealth Advisors
California
$4.5M +$338K +5,100 +8%
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