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First Trust Long/Short Equity ETF

84 hedge funds and large institutions have $337M invested in First Trust Long/Short Equity ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 8284 (+2)

3% more capital invested

Capital invested by funds: $328M → $337M (+$8.95M)

0.39% less ownership

Funds ownership: 70.9%70.51% (-0.39%)

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.32%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
13
Increased
36
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
51
Laurel Wealth Advisors (California)
California
$490K -$53.7K -1,067 -10%
BRWM
52
B. Riley Wealth Management
Tennessee
$478K +$21.8K +434 +5%
KPWS
53
Kestra Private Wealth Services
Texas
$455K -$8.46K -168 -2%
CA
54
Cetera Advisors
Colorado
$423K -$672K -13,356 -62%
IFG
55
Independent Financial Group
California
$412K -$11.3K -224 -3%
IAIM
56
International Assets Investment Management
Florida
$386K +$164K +3,259 +75%
PFS
57
Prospera Financial Services
Texas
$382K
DAS
58
Dynamic Advisor Solutions
Arizona
$373K +$4.73K +94 +1%
Ameriprise
59
Ameriprise
Minnesota
$343K +$341K +6,768 New
WWM
60
Western Wealth Management
Colorado
$340K +$337K +6,702 New
AC
61
Anson Capital
Georgia
$329K
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$319K -$6.74K -134 -2%
BAM
63
Belpointe Asset Management
Nevada
$319K +$316K +6,286 New
GWM
64
Geneos Wealth Management
Colorado
$318K +$705 +14 +0.2%
OPS
65
Orion Portfolio Solutions
Nebraska
$316K -$31.4K -623 -9%
AAP
66
Arax Advisory Partners
Colorado
$289K +$25.7K +510 +10%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$273K +$1.96K +39 +0.7%
RJA
68
Raymond James & Associates
Florida
$263K +$261K +5,194 New
GSWM
69
Golden State Wealth Management
California
$234K +$232K +4,616 New
IFWM
70
Institute for Wealth Management
Colorado
$228K
GM
71
GeoWealth Management
Illinois
$173K +$36.9K +733 +27%
CWC
72
Carolinas Wealth Consulting
North Carolina
$130K -$15.7K -312 -11%
ODG
73
O'Dell Group
Ohio
$114K +$19.6K +390 +21%
LS
74
Leelyn Smith
Illinois
$46K
MCC
75
Money Concepts Capital
Florida
$38K +$37.3K +742 New