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First Trust Long/Short Equity ETF
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Overview Fund Activity

134 hedge funds and large institutions have $502M invested in First Trust Long/Short Equity ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
23
Increased
56
Reduced
40
Closed
8
Calls
–
Puts
$595K
Net Calls
-$595K
Net Calls Change
-$595K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.2M
2
FA
2
FDx Advisors
Illinois
$9.14M
3
IWM
3
IHT Wealth Management
Illinois
$9.03M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$6.55M
5
LPL Financial
5
LPL Financial
California
$46.7M

Top Sellers

1
FCBT
1
First Citizens Bank & Trust
North Carolina
$1.91M
2
WP
2
WealthPLAN Partners
Nebraska
$7.27M
3
LOIP
3
Live Oak Investment Partners
Texas
$3.58M
4
WIM
4
WealthPlan Investment Management
Nebraska
$6.58M
5
OCM
5
One Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$1.44M +$122K +2,303 +9%
Jane Street
52
Jane Street
New York
$1.44M +$4.96K +94 +0.3%
PAG
53
Private Advisory Group
Washington
$1.35M +$1.35M +25,575 New
OC
54
Oppenheimer & Co
New York
$1.22M +$947K +17,938 +343%
BFA
55
Beacon Financial Advisory
Ohio
$1.22M +$49K +928 +4%
AAS
56
Avantax Advisory Services
Texas
$1.22M +$189K +3,573 +18%
C
57
CEDRUS
Colorado
$1.18M -$5.23K -99 -0.4%
VCM
58
Virtue Capital Management
Tennessee
$1.16M -$15.3K -290 -1%
CW
59
CreativeOne Wealth
Kansas
$1.09M +$293K +5,546 +37%
CFG
60
Cooper Financial Group
California
$1.07M -$45.5K -861 -4%
BRWA
61
B. Riley Wealth Advisors
Florida
$1.05M +$118K +2,236 +13%
LNC
62
Lincoln National Corp
Pennsylvania
$1.03M +$4.07K +77 +0.4%
PG
63
Patten Group
Tennessee
$1.03M +$66.6K +1,261 +7%
CBFP
64
Cedar Brook Financial Partners
Ohio
$1.01M +$13K +247 +1%
BAM
65
Belpointe Asset Management
Nevada
$934K +$386K +7,308 +70%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$932K -$202K -3,825 -18%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$901K +$13K +247 +1%
RJT
68
Raymond James Trust
Florida
$829K – – –
EH
69
Equitable Holdings
New York
$816K +$365K +6,908 +81%
CAN
70
Cetera Advisor Networks
California
$766K -$97.4K -1,845 -11%
Mariner
71
Mariner
Kansas
$669K +$37.2K +705 +6%
CPA
72
Capital Planning Advisors
California
$662K -$4.8K -91 -0.7%
RG
73
Rathbones Group
United Kingdom
$627K +$384K +7,281 +158%
SPIA
74
Steward Partners Investment Advisory
New York
$597K -$15.2K -288 -2%
GSEP
75
Golden State Equity Partners
California
$595K -$231K -4,378 -28%
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