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First Trust Long/Short Equity ETF
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Overview Fund Activity

229 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, 85 reducing their positions, and 18 closing their positions.

Holders
229
Holders Change
-3
Holders Change %
-1.29%
% 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
85
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.83M
2
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$0
3
FEG
3
Financial Enhancement Group
Indiana
$7.7M
4
MWM
4
Modern Wealth Management
Kansas
$1.23M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$2.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$4.48M 67,518 -412 -0.6%
First Trust Advisors
52
First Trust Advisors
Illinois
$4.44M 67,002 -5,185 -7%
IWC
53
Integrated Wealth Concepts
Massachusetts
$4.41M 66,477 -5,891 -8%
LFASL
54
Lugano Financial Advisors SA (LFA)
Switzerland
$4.26M 64,285 +6,498 +11%
CW
55
CreativeOne Wealth
Kansas
$4.11M 61,952 +2,019 +3%
SEA
56
Stegent Equity Advisors
Texas
$4.05M 61,093 -1,327 -2%
BAM
57
Belpointe Asset Management
Nevada
$3.92M 59,150 -8,952 -13%
KWM
58
Kingsview Wealth Management
Oregon
$3.76M 56,770 +6,469 +13%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$3.72M 56,181 -1,011 -2%
PG
60
Prostatis Group
Maryland
$3.68M 55,485 -6,254 -10%
Cerity Partners
61
Cerity Partners
New York
$3.67M 55,304 +20,225 +58%
BEI
62
Benjamin Edwards Inc
Missouri
$3.56M 53,779 +15,638 +41%
SW
63
Simplicity Wealth
New Jersey
$3.55M 53,577 +36,003 +205%
OC
64
Oppenheimer & Co
New York
$3.47M 52,411 +5,498 +12%
AL
65
ACAS LLC
California
$3.38M 50,045 -747 -1%
AFP
66
Ausdal Financial Partners
Iowa
$3.37M 50,795 +3,893 +8%
SPC
67
Sigma Planning Corp
Michigan
$3.24M 48,865 -14,794 -23%
SPIA
68
Steward Partners Investment Advisory
New York
$3.17M 47,814 -36,298 -43%
LC
69
LCNB Corp
Ohio
$3.06M 46,211 -3,274 -7%
UBS Group
70
UBS Group
Switzerland
$3.04M 45,863 -5,560 -11%
ASN
71
Advisory Services Network
Georgia
$3.03M 45,373 +4,347 +11%
KAS
72
Kestra Advisory Services
Texas
$2.92M 44,054 +3,424 +8%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$2.87M 43,329 +104 +0.2%
LFA
74
Legacy Financial Advisors
Kentucky
$2.73M 41,250 +41,250 New
RIS
75
Richmond Investment Services
Wisconsin
$2.62M 39,513 +20,302 +106%
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