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First Trust Long/Short Equity ETF

120 hedge funds and large institutions have $437M invested in First Trust Long/Short Equity ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

42% more capital invested

Capital invested by funds: $308M → $437M (+$128M)

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

20% more funds holding

Funds holding: 100120 (+20)

9.62% more ownership

Funds ownership: 63.79%73.41% (+9.6%)

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
30
Increased
46
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Beacon Financial Advisory
Ohio
$1.1M +$10.1K +206 +0.9%
C
52
CEDRUS
Colorado
$1.09M -$83.9K -1,710 -7%
VCM
53
Virtue Capital Management
Tennessee
$1.09M
RWPA
54
Richard W. Paul & Associates
Michigan
$1M +$1.01M +20,540 New
CFG
55
Cooper Financial Group
California
$1M -$151K -3,074 -13%
LNC
56
Lincoln National Corp
Pennsylvania
$951K +$956K +19,469 New
BRWA
57
B. Riley Wealth Advisors
Florida
$891K +$10.1K +205 +1%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$873K +$590K +12,027 +206%
CW
59
CreativeOne Wealth
Kansas
$845K +$100K +2,042 +13%
CPA
60
Capital Planning Advisors
California
$844K +$1.18K +24 +0.1%
CBFP
61
Cedar Brook Financial Partners
Ohio
$839K +$17.9K +365 +2%
PG
62
Patten Group
Tennessee
$782K +$478K +9,737 +156%
CA
63
Cetera Advisors
Colorado
$773K +$219K +4,459 +39%
RJT
64
Raymond James Trust
Florida
$768K +$771K +15,705 New
PFS
65
Prospera Financial Services
Texas
$619K +$272K +5,545 +78%
BAM
66
Belpointe Asset Management
Nevada
$617K +$365K +7,439 +144%
EA
67
Eudaimonia Advisors
Tennessee
$605K -$29.7K -604 -5%
SPIA
68
Steward Partners Investment Advisory
New York
$533K
ASN
69
Advisory Services Network
Georgia
$527K -$982 -20 -0.2%
ODG
70
O'Dell Group
Ohio
$461K +$354K +7,201 +321%
LWAC
71
Laurel Wealth Advisors (California)
California
$453K +$9.87K +201 +2%
DAS
72
Dynamic Advisor Solutions
Arizona
$434K -$8.3K -169 -2%
Comerica Bank
73
Comerica Bank
Texas
$427K -$22.1K -451 -5%
IFG
74
Independent Financial Group
California
$394K
OBWG
75
Onyx Bridge Wealth Group
New York
$391K +$391K +7,970 New