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First Trust Long/Short Equity ETF

68 hedge funds and large institutions have $174M invested in First Trust Long/Short Equity ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $171M → $174M (+$2.72M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.9% less ownership

Funds ownership: 67.99%63.09% (-4.9%)

9% less funds holding

Funds holding: 7568 (-7)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

41% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 29

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
17
Reduced
29
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
51
Valeo Financial Advisors
Indiana
$83K
AP
52
Advisors Preferred
Maryland
$78K +$75.9K +1,899 New
GRP
53
Global Retirement Partners
California
$74K
ACA
54
Atlas Capital Advisors
Wyoming
$65.4K
CAL
55
Capital Analysts LLC
Pennsylvania
$46K -$4.24K -106 -9%
HR
56
Howe & Rusling
New York
$45K -$1.56K -39 -3%
IA
57
IFP Advisors
Florida
$31K -$995K -24,893 -97%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$23K
AIC
59
Archer Investment Corporation
Indiana
$16.8K
TPWA
60
TRUE Private Wealth Advisors
Oregon
$12K +$12K +300 New
AF
61
Allworth Financial
California
$9K
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$8K
BEI
63
Benjamin Edwards Inc
Missouri
$5K -$2.88K -72 -40%
Wells Fargo
64
Wells Fargo
California
$4K +$2.08K +52 +124%
CFGS
65
Concourse Financial Group Securities
Alabama
$3K -$12.6K -314 -79%
JP Morgan Chase
66
JP Morgan Chase
New York
$3K +$2.88K +72 New
NA
67
NewEdge Advisors
Louisiana
-$5.75M -153,499 Closed
Goldman Sachs
68
Goldman Sachs
New York
-$1.69M -45,068 Closed
AAS
69
Avantax Advisory Services
Texas
-$1.31M -34,989 Closed
AA
70
Argent Advisors
Louisiana
-$726K -19,379 Closed
HF
71
HRT Financial
New York
-$279K -7,458 Closed
WWM
72
Western Wealth Management
Colorado
-$255K -6,822 Closed
SCA
73
Snowden Capital Advisors
New York
-$228K -6,080 Closed
CAM
74
Concorde Asset Management
Michigan
-$221K -5,877 Closed
SPC
75
Sigma Planning Corp
Michigan
-$205K -5,482 Closed