FTLS icon

First Trust Long/Short Equity ETF
FTLS

Overview Fund Activity

65 hedge funds and large institutions have $213M invested in First Trust Long/Short Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
28
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$37.6M
3
GSEP
3
Golden State Equity Partners
California
$1.75M
4
Jane Street
4
Jane Street
New York
$1.61M
5
BFA
5
Beacon Financial Advisory
Ohio
$999K

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$0
2
RCAG
2
Rehmann Capital Advisory Group
Michigan
$0
3
CWM
3
Comprehensive Wealth Management
Washington
$36M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.49M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$599K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
51
Institute for Wealth Management
Colorado
$211K -$28.8K -633 -12%
BL
52
BCWM LLC
Kansas
$206K +$206K +4,525 New
CWC
53
Carolinas Wealth Consulting
North Carolina
$153K -$19.1K -421 -11%
HR
54
Howe & Rusling
New York
$149K +$23.2K +510 +18%
GM
55
GeoWealth Management
Illinois
$63K +$63K +1,384 New
Wells Fargo
56
Wells Fargo
California
$47K +$34K +742 +260%
CFD
57
Creative Financial Designs
Indiana
$32K +$31.9K +700 +23,333%
WWM
58
Wagner Wealth Management
South Carolina
$24K +$24K +533 New
AIC
59
Ameritas Investment Company
Nebraska
$21.9K +$21.9K +483 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$20K – – –
IAIM
61
International Assets Investment Management
Florida
$19K – – –
AF
62
Allworth Financial
California
$10K – – –
SWM
63
Spire Wealth Management
Virginia
$5K +$5K +120 New
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$4K -$5.4K -116 -57%
IA
65
IFP Advisors
Florida
$3K – – –
SFS
66
Sowell Financial Services
Arkansas
– -$5.94M -136,267 Closed
RCAG
67
Rehmann Capital Advisory Group
Michigan
– -$2.31M -52,840 Closed
PAG
68
Private Advisory Group
Washington
– -$432K -9,909 Closed
UBS Group
69
UBS Group
Switzerland
– -$333K -7,642 Closed
BRWA
70
B. Riley Wealth Advisors
Florida
– -$298K -6,812 Closed
OIA
71
OneDigital Investment Advisors
Kansas
– -$268K -6,149 Closed
AP
72
Advisors Preferred
Maryland
– -$181K -4,169 Closed
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
– -$181K -4,145 Closed
CAL
74
Capital Analysts LLC
Pennsylvania
– -$58K -1,333 Closed
ACA
75
Atlas Capital Advisors
Wyoming
– -$46.4K -1,064 Closed
1 2
3
4