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First Trust Long/Short Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

14% more capital invested

Capital invested by funds: $438M → $502M (+$63.4M)

10% more funds holding

Funds holding: 122134 (+12)

1.18% more ownership

Funds ownership: 70.01%71.2% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $595K

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.1%
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
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$1.44M +$119K +2,303 +9%
Jane Street
52
Jane Street
New York
$1.44M +$4.85K +94 +0.3%
PAG
53
Private Advisory Group
Washington
$1.35M +$1.32M +25,575 New
OC
54
Oppenheimer & Co
New York
$1.22M +$926K +17,938 +343%
BFA
55
Beacon Financial Advisory
Ohio
$1.22M +$47.9K +928 +4%
AAS
56
Avantax Advisory Services
Texas
$1.22M +$184K +3,573 +18%
C
57
CEDRUS
Colorado
$1.18M -$5.11K -99 -0.4%
VCM
58
Virtue Capital Management
Tennessee
$1.16M -$15K -290 -1%
CW
59
CreativeOne Wealth
Kansas
$1.09M +$286K +5,546 +37%
CFG
60
Cooper Financial Group
California
$1.07M -$44.5K -861 -4%
BRWA
61
B. Riley Wealth Advisors
Florida
$1.05M +$115K +2,236 +13%
LNC
62
Lincoln National Corp
Pennsylvania
$1.03M +$3.98K +77 +0.4%
PG
63
Patten Group
Tennessee
$1.03M +$65.1K +1,261 +7%
CBFP
64
Cedar Brook Financial Partners
Ohio
$1.01M +$12.8K +247 +1%
BAM
65
Belpointe Asset Management
Nevada
$934K +$377K +7,308 +70%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$932K -$197K -3,825 -18%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$901K +$12.8K +247 +1%
RJT
68
Raymond James Trust
Florida
$829K
EH
69
Equitable Holdings
New York
$816K +$357K +6,908 +81%
CAN
70
Cetera Advisor Networks
California
$766K -$95.3K -1,845 -11%
Mariner
71
Mariner
Kansas
$669K +$36.4K +705 +6%
CPA
72
Capital Planning Advisors
California
$662K -$4.7K -91 -0.7%
RG
73
Rathbones Group
United Kingdom
$627K +$376K +7,281 +158%
SPIA
74
Steward Partners Investment Advisory
New York
$597K -$14.9K -288 -2%
GSEP
75
Golden State Equity Partners
California
$595K -$226K -4,378 -28%