First Trust Long/Short Equity ETF
FTLS
100 hedge funds and large institutions have $308M invested in First Trust Long/Short Equity ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
35% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 31
11% more funds holding
Funds holding: 90 → 100 (+10)
9% more capital invested
Capital invested by funds: $284M → $308M (+$24.8M)
3.4% more ownership
Funds ownership: 60.39% → 63.79% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$5.57M |
| 2 |
Morgan Stanley
New York
|
+$5.26M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$4.73M |
| 4 |
FWA
FOCUS Wealth Advisors
Houston,
Texas
|
+$4.18M |
| 5 |
BC
Brio Consultants
San Francisco,
California
|
+$4.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$9.33M |
| 2 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$2.66M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.78M |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.73M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$916K |
FTLS Hedge Fund Activity: Q3 2022 in Review
100 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q3 2022, worth a combined $308M — up 8.8% from $284M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FTLS positions and 8 closed out — a net gain of 12 holders — while 42 added to existing stakes and 31 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $5.57M. The largest seller was LPL Financial, cutting an estimated $9.33M.
- 100 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q3 2022, up from 90 in Q2 2022.
- Funds reported $308M of First Trust Long/Short Equity ETF stock for Q3 2022, up 8.8% quarter-over-quarter.
- 20 funds opened new First Trust Long/Short Equity ETF positions in Q3 2022 and 8 closed out, a net change of +12 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q3 2022 was Private Advisor Group, an estimated $5.57M added.
- The largest First Trust Long/Short Equity ETF seller in Q3 2022 was LPL Financial, an estimated $9.33M sold.
Based on aggregated 13F filings for Q3 2022.