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First Trust Long/Short Equity ETF
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Overview Fund Activity

122 hedge funds and large institutions have $438M invested in First Trust Long/Short Equity ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
44
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFP
1
Sweet Financial Partners
Minnesota
$8.96M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.13M
3
CTC
3
Central Trust Company
Missouri
$11.1M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$3.29M
5
Morgan Stanley
5
Morgan Stanley
New York
$83.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$75.1M
2
WIM
2
WealthPlan Investment Management
Nebraska
$9.25M
3
WP
3
WealthPLAN Partners
Nebraska
$10.4M
4
B
4
Bridgeworth
Alabama
$462K
5
LOIP
5
Live Oak Investment Partners
Texas
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
51
Beacon Financial Advisory
Ohio
$1.13M -$12.4K -244 -1%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.09M -$188K -3,694 -15%
CFG
53
Cooper Financial Group
California
$1.07M +$32.6K +641 +3%
EP
54
Eudaimonia Partners
Tennessee
$1.06M +$769K +15,141 +269%
LNC
55
Lincoln National Corp
Pennsylvania
$992K +$2.49K +49 +0.3%
AAS
56
Avantax Advisory Services
Texas
$990K +$990K +19,492 New
CBFP
57
Cedar Brook Financial Partners
Ohio
$960K +$88K +1,731 +10%
PG
58
Patten Group
Tennessee
$925K +$112K +2,202 +14%
BRWA
59
B. Riley Wealth Advisors
Florida
$900K -$26.6K -524 -3%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$855K -$53.1K -1,045 -6%
CAN
61
Cetera Advisor Networks
California
$831K +$466K +9,169 +128%
CA
62
Cetera Advisors
Colorado
$822K +$18.8K +370 +2%
RJT
63
Raymond James Trust
Florida
$798K – – –
CW
64
CreativeOne Wealth
Kansas
$765K -$114K -2,241 -13%
GSEP
65
Golden State Equity Partners
California
$757K +$757K +15,652 New
GRP
66
Global Retirement Partners
California
$701K +$701K +13,726 New
CPA
67
Capital Planning Advisors
California
$642K -$236K -4,649 -27%
Mariner
68
Mariner
Kansas
$608K -$955K -18,795 -61%
SPIA
69
Steward Partners Investment Advisory
New York
$589K +$35.7K +703 +6%
BAM
70
Belpointe Asset Management
Nevada
$528K -$114K -2,236 -18%
CL
71
Choreo LLC
Illinois
$477K +$477K +9,372 New
B
72
Bridgeworth
Alabama
$462K -$3.47M -68,259 -88%
DAS
73
Dynamic Advisor Solutions
Arizona
$444K -$8.08K -159 -2%
EH
74
Equitable Holdings
New York
$434K +$123K +2,419 +39%
PFS
75
Prospera Financial Services
Texas
$390K -$254K -4,995 -39%
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