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First Trust Long/Short Equity ETF

64 hedge funds and large institutions have $253M invested in First Trust Long/Short Equity ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

19% more capital invested

Capital invested by funds: $213M → $253M (+$39.7M)

1.6% more ownership

Funds ownership: 65.75%67.35% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 6664 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
32
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$242K +$237K +4,984 New
FWM
52
Frontier Wealth Management
Missouri
$233K -$19.6K -412 -8%
IFWM
53
Institute for Wealth Management
Colorado
$226K
SWA
54
Stratos Wealth Advisors
Ohio
$206K +$201K +4,224 New
GM
55
GeoWealth Management
Illinois
$201K +$131K +2,753 +199%
CWC
56
Carolinas Wealth Consulting
North Carolina
$140K -$23.3K -491 -15%
CTC
57
Central Trust Company
Missouri
$76K +$74.5K +1,569 New
CFD
58
Creative Financial Designs
Indiana
$34K
BFEC
59
Benjamin F. Edwards & Company
Missouri
$27K +$5.8K +122 +28%
WWMSC
60
Wagner Wealth Management (South Carolina)
South Carolina
$16K -$9.88K -208 -39%
AF
61
Allworth Financial
California
$10K
SWM
62
Spire Wealth Management
Virginia
$9K +$3.13K +66 +55%
Wells Fargo
63
Wells Fargo
California
$4K -$44.9K -946 -92%
IA
64
IFP Advisors
Florida
$3K
FAIM
65
Financial Advocates Investment Management
Washington
-$351K -7,723 Closed
BL
66
BCWM LLC
Kansas
-$206K -4,525 Closed
HR
67
Howe & Rusling
New York
-$149K -3,274 Closed
AIC
68
Ameritas Investment Company
Nebraska
-$21.9K -483 Closed
IAIM
69
International Assets Investment Management
Florida
-$19K -427 Closed
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
-$4K -86 Closed