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First Trust Long/Short Equity ETF

253 hedge funds and large institutions have $1.76B invested in First Trust Long/Short Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 114 increasing their positions, 88 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 88

10% more funds holding

Funds holding: 231253 (+22)

9% more capital invested

Capital invested by funds: $1.61B → $1.76B (+$150M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.64% more ownership

Funds ownership: 79.98%81.63% (+1.6%)

Holders
253
Holders Change
+22
Holders Change %
+9.52%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
35
Increased
114
Reduced
88
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
26
Philip James Wealth Mangement
Georgia
$9.41M +$75K +1,062 +0.8%
First Trust Advisors
27
First Trust Advisors
Illinois
$9.23M +$2.34M +33,091 +34%
CAS
28
Coppell Advisory Solutions
Texas
$9.21M +$449K +6,351 +5%
IWM
29
IHT Wealth Management
Illinois
$8.81M +$7.74M +109,524 +750%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$8.77M +$648K +9,174 +8%
ASN
31
Advisory Services Network
Georgia
$8.59M +$4.85M +68,665 +131%
PAG
32
Private Advisor Group
New Jersey
$8.53M +$19.4K +274 +0.2%
FHA
33
Flagship Harbor Advisors
Massachusetts
$8.36M +$206K +2,914 +3%
KWA
34
Kingswood Wealth Advisors
California
$8.3M +$268K +3,800 +3%
FEG
35
Financial Enhancement Group
Indiana
$8.25M -$38.9K -551 -0.5%
Comerica Bank
36
Comerica Bank
Texas
$6.84M -$490K -6,941 -7%
WP
37
WealthPLAN Partners
Nebraska
$6.81M -$496K -7,020 -7%
FWA
38
FOCUS Wealth Advisors
Texas
$6.64M +$32.8K +465 +0.5%
MML Investors Services
39
MML Investors Services
Massachusetts
$6.35M +$196K +2,774 +3%
KWM
40
Kingsview Wealth Management
Oregon
$6.28M +$821K +11,629 +15%
IWM
41
IMG Wealth Management
Florida
$6.27M +$617K +8,734 +11%
PWS
42
Proactive Wealth Strategies
Georgia
$6.27M -$37.6K -532 -0.6%
LOIP
43
Live Oak Investment Partners
Texas
$6.2M +$156K +2,206 +3%
BCI
44
Brinker Capital Investments
Pennsylvania
$5.98M -$143K -2,020 -2%
EH
45
Equitable Holdings
New York
$5.92M +$440K +6,227 +8%
WS
46
Wedbush Securities
California
$5.87M +$5.12M +72,436 +705%
BC
47
Brio Consultants
California
$5.86M +$12.1K +171 +0.2%
BEI
48
Benjamin Edwards Inc
Missouri
$5.53M +$903K +12,782 +20%
LC
49
LCNB Corp
Ohio
$5.33M +$1.18M +16,753 +29%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$5.2M -$713K -10,098 -12%