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First Trust Long/Short Equity ETF
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Overview Fund Activity

142 hedge funds and large institutions have $534M invested in First Trust Long/Short Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
21
Increased
66
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
PAG
2
Private Advisor Group
New Jersey
$10.9M
3
Truist Financial
3
Truist Financial
North Carolina
$25.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$85.4M
5
WP
5
WealthPLAN Partners
Nebraska
$10.2M

Top Sellers

1
LFASL
1
Lugano Financial Advisors SA (LFA)
Switzerland
$4.27M
2
LOIP
2
Live Oak Investment Partners
Texas
$3.68M
3
IWM
3
IHT Wealth Management
Illinois
$5.92M
4
FEG
4
Financial Enhancement Group
Indiana
$13.5M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$1.52M +$297K +5,585 +24%
KAS
52
Kestra Advisory Services
Texas
$1.46M -$616K -11,596 -30%
AWA
53
Authentikos Wealth Advisory
California
$1.43M -$136K -2,564 -9%
ASN
54
Advisory Services Network
Georgia
$1.4M -$51.3K -965 -4%
BFA
55
Beacon Financial Advisory
Ohio
$1.29M +$58K +1,091 +5%
OC
56
Oppenheimer & Co
New York
$1.27M +$37.8K +711 +3%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$1.25M +$339K +6,383 +37%
PAG
58
Private Advisory Group
Washington
$1.17M -$185K -3,488 -14%
VCM
59
Virtue Capital Management
Tennessee
$1.16M – – –
BRWA
60
B. Riley Wealth Advisors
Florida
$1.13M +$65.9K +1,239 +6%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$1.12M +$181K +3,412 +19%
LNC
62
Lincoln National Corp
Pennsylvania
$1.1M +$54.2K +1,019 +5%
PG
63
Patten Group
Tennessee
$1.09M +$60.1K +1,130 +6%
SW
64
SMART Wealth
Nebraska
$1.07M -$487K -9,165 -31%
EH
65
Equitable Holdings
New York
$1.06M +$236K +4,441 +29%
CBFP
66
Cedar Brook Financial Partners
Ohio
$1.02M +$797 +15 +0.1%
C
67
CEDRUS
Colorado
$1M -$181K -3,398 -15%
CAN
68
Cetera Advisor Networks
California
$992K +$221K +4,152 +29%
LWM
69
Laidlaw Wealth Management
New York
$983K +$983K +18,490 New
KPWS
70
Kestra Private Wealth Services
Texas
$977K +$662K +12,459 +210%
CFG
71
Cooper Financial Group
California
$969K -$109K -2,042 -10%
CFG
72
Citizens Financial Group
Rhode Island
$947K +$947K +17,820 New
AFG
73
Atomi Financial Group
New York
$855K +$447K +8,408 +110%
BAM
74
Belpointe Asset Management
Nevada
$838K -$103K -1,934 -11%
RJT
75
Raymond James Trust
Florida
$835K – – –
1 2
3
4 5