FTLS icon

First Trust Long/Short Equity ETF
FTLS

Overview Fund Activity

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, 35 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
1.94%
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
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$83.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$78.2M
3
Truist Financial
3
Truist Financial
North Carolina
$19.3M
4
OCM
4
One Capital Management
California
$5.26M
5
CTC
5
Central Trust Company
Missouri
$7.74M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$16.3M
2
PWA
2
PCG Wealth Advisors
Kansas
$1.1M
3
ARIS
3
Advanced Research Investment Solutions
California
$0
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$2.63M
5
ONB
5
Old National Bancorp
Indiana
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
51
Beacon Financial Advisory
Ohio
$1.1M +$10.1K +206 +0.9%
C
52
CEDRUS
Colorado
$1.09M -$83.6K -1,710 -7%
VCM
53
Virtue Capital Management
Tennessee
$1.09M – – –
RWPA
54
Richard W. Paul & Associates
Michigan
$1M +$1M +20,540 New
CFG
55
Cooper Financial Group
California
$1M -$150K -3,074 -13%
LNC
56
Lincoln National Corp
Pennsylvania
$951K +$951K +19,469 New
BRWA
57
B. Riley Wealth Advisors
Florida
$891K +$10K +205 +1%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$873K +$588K +12,027 +206%
CW
59
CreativeOne Wealth
Kansas
$845K +$99.8K +2,042 +13%
CPA
60
Capital Planning Advisors
California
$844K +$1.17K +24 +0.1%
CBFP
61
Cedar Brook Financial Partners
Ohio
$839K +$17.8K +365 +2%
PG
62
Patten Group
Tennessee
$782K +$476K +9,737 +156%
CA
63
Cetera Advisors
Colorado
$773K +$218K +4,459 +39%
RJT
64
Raymond James Trust
Florida
$768K +$768K +15,705 New
PFS
65
Prospera Financial Services
Texas
$619K +$271K +5,545 +78%
BAM
66
Belpointe Asset Management
Nevada
$617K +$364K +7,439 +144%
EA
67
Eudaimonia Advisors
Tennessee
$605K -$29.5K -604 -5%
SPIA
68
Steward Partners Investment Advisory
New York
$533K – – –
ASN
69
Advisory Services Network
Georgia
$527K -$977 -20 -0.2%
ODG
70
O'Dell Group
Ohio
$461K +$352K +7,201 +321%
LWAC
71
Laurel Wealth Advisors (California)
California
$453K +$9.82K +201 +2%
DAS
72
Dynamic Advisor Solutions
Arizona
$434K -$8.26K -169 -2%
Comerica Bank
73
Comerica Bank
Texas
$427K -$22.5K -451 -5%
OBWG
74
Onyx Bridge Wealth Group
New York
$391K +$391K +7,970 New
SIA
75
SkyView Investment Advisors
New Jersey
$372K +$372K +7,607 New
1 2
3
4 5