FTLS icon

First Trust Long/Short Equity ETF
FTLS

Overview Fund Activity

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 14 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.33%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
14
Increased
36
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.8M
2
LPL Financial
2
LPL Financial
California
$32.2M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$2.7M
4
KAS
4
Kestra Advisory Services
Texas
$3.35M
5
AI
5
Atria Investments
North Carolina
$2.25M

Top Sellers

1
CWM
1
Comprehensive Wealth Management
Washington
$15.9M
2
PAG
2
Private Advisor Group
New Jersey
$11.3M
3
LHC
3
Little House Capital
Massachusetts
$0
4
WP
4
WealthPLAN Partners
Nebraska
$23.7M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
51
Laurel Wealth Advisors (California)
California
$490K -$54K -1,067 -10%
BRWM
52
B. Riley Wealth Management
Tennessee
$478K +$22K +434 +5%
KPWS
53
Kestra Private Wealth Services
Texas
$455K -$8.51K -168 -2%
CA
54
Cetera Advisors
Colorado
$423K -$677K -13,356 -62%
IAIM
55
International Assets Investment Management
Florida
$386K +$165K +3,259 +75%
PFS
56
Prospera Financial Services
Texas
$382K – – –
DAS
57
Dynamic Advisor Solutions
Arizona
$373K +$4.77K +94 +1%
Ameriprise
58
Ameriprise
Minnesota
$343K +$343K +6,768 New
WWM
59
Western Wealth Management
Colorado
$340K +$340K +6,702 New
AC
60
Anson Capital
Georgia
$329K – – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$319K -$6.78K -134 -2%
BAM
62
Belpointe Asset Management
Nevada
$319K +$319K +6,286 New
GWM
63
Geneos Wealth Management
Colorado
$318K +$709 +14 +0.2%
OPS
64
Orion Portfolio Solutions
Nebraska
$316K -$31.6K -623 -9%
DZ Bank
65
DZ Bank
Germany
$305K +$305K +5,970 New
AAP
66
Arax Advisory Partners
Colorado
$289K +$25.9K +510 +10%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$273K +$1.98K +39 +0.7%
RJA
68
Raymond James & Associates
Florida
$263K +$263K +5,194 New
GSWM
69
Golden State Wealth Management
California
$234K +$234K +4,616 New
IFWM
70
Institute for Wealth Management
Colorado
$228K – – –
GM
71
GeoWealth Management
Illinois
$173K +$37.1K +733 +27%
CWC
72
Carolinas Wealth Consulting
North Carolina
$130K -$15.8K -312 -11%
ODG
73
O'Dell Group
Ohio
$114K +$19.8K +390 +21%
LS
74
Leelyn Smith
Illinois
$46K – – –
MCC
75
Money Concepts Capital
Florida
$38K +$38K +742 New
1 2
3
4