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First Trust Long/Short Equity ETF

66 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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

2% more capital invested

Capital invested by funds: $209M → $213M (+$3.81M)

0.98% less ownership

Funds ownership: 66.73%65.75% (-0.98%)

6% less funds holding

Funds holding: 7066 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.16%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$213K +$2.23K +49 +1%
IFWM
52
Institute for Wealth Management
Colorado
$211K -$28.9K -633 -12%
BL
53
BCWM LLC
Kansas
$206K +$206K +4,525 New
CWC
54
Carolinas Wealth Consulting
North Carolina
$153K -$19.2K -421 -11%
HR
55
Howe & Rusling
New York
$149K +$23.2K +510 +18%
GM
56
GeoWealth Management
Illinois
$63K +$63.1K +1,384 New
Wells Fargo
57
Wells Fargo
California
$47K +$33.8K +742 +260%
CFD
58
Creative Financial Designs
Indiana
$32K +$31.9K +700 +23,333%
WWMSC
59
Wagner Wealth Management (South Carolina)
South Carolina
$24K +$24.3K +533 New
AIC
60
Ameritas Investment Company
Nebraska
$21.9K +$22K +483 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$20K
IAIM
62
International Assets Investment Management
Florida
$19K
AF
63
Allworth Financial
California
$10K
SWM
64
Spire Wealth Management
Virginia
$5K +$5.47K +120 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$4K -$5.29K -116 -57%
IA
66
IFP Advisors
Florida
$3K
SFS
67
Sowell Financial Services
Arkansas
-$5.94M -136,267 Closed
RCAG
68
Rehmann Capital Advisory Group
Michigan
-$2.31M -52,840 Closed
PAG
69
Private Advisory Group
Washington
-$432K -9,909 Closed
UBS Group
70
UBS Group
Switzerland
-$333K -7,642 Closed
BRWA
71
B. Riley Wealth Advisors
Florida
-$298K -6,812 Closed
OIA
72
OneDigital Investment Advisors
Kansas
-$268K -6,149 Closed
AP
73
Advisors Preferred
Maryland
-$181K -4,169 Closed
JP Morgan Chase
74
JP Morgan Chase
New York
-$181K -4,145 Closed
CAL
75
Capital Analysts LLC
Pennsylvania
-$58K -1,333 Closed