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First Trust Long/Short Equity ETF

75 hedge funds and large institutions have $171M invested in First Trust Long/Short Equity ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

7% more funds holding

Funds holding: 7075 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.76% less ownership

Funds ownership: 69.75%67.99% (-1.8%)

6% less capital invested

Capital invested by funds: $182M → $171M (-$10.8M)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
23
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
51
Institute for Wealth Management
Colorado
$215K -$1.86K -45 -0.8%
SPC
52
Sigma Planning Corp
Michigan
$205K -$106K -2,570 -32%
AAP
53
Arax Advisory Partners
Colorado
$187K
UBS Group
54
UBS Group
Switzerland
$142K +$157K +3,783 New
AIC
55
Ameritas Investment Company
Nebraska
$126K -$5.75K -139 -4%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$125K +$64.7K +1,563 +88%
SFS
57
Sowell Financial Services
Arkansas
$92K +$101K +2,448 New
VFA
58
Valeo Financial Advisors
Indiana
$78K +$83.5K +2,016 New
GRP
59
Global Retirement Partners
California
$68K +$12.5K +301 +20%
ACA
60
Atlas Capital Advisors
Wyoming
$59.8K -$8.24K -199 -11%
CAL
61
Capital Analysts LLC
Pennsylvania
$46K +$19.9K +480 +64%
HR
62
Howe & Rusling
New York
$43K +$2.44K +59 +5%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$21K -$124K -2,987 -84%
CFGS
64
Concourse Financial Group Securities
Alabama
$15K -$433K -10,451 -96%
AIC
65
Archer Investment Corporation
Indiana
$15K
SF
66
Synovus Financial
Georgia
$13K -$96K -2,319 -86%
OC
67
Oakworth Capital
Alabama
$11K +$12.3K +298 New
AF
68
Allworth Financial
California
$8K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$8K
BEI
70
Benjamin Edwards Inc
Missouri
$7K +$7.54K +182 New
Wells Fargo
71
Wells Fargo
California
$2K +$1.7K +41 +4,100%
BFG
72
Barber Financial Group
Kansas
-$821K -19,226 Closed
CF
73
Centaurus Financial
California
-$758K -17,744 Closed
AWM
74
AE Wealth Management
Kansas
-$676K -15,835 Closed
CRC
75
Curi RMB Capital
Illinois
-$534K -12,496 Closed