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First Trust Long/Short Equity ETF
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Overview Fund Activity

160 hedge funds and large institutions have $799M invested in First Trust Long/Short Equity ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 11 closing their positions.

Holders
160
Holders Change
+18
Holders Change %
+12.68%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
30
Increased
67
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$276M
2
CWM
2
Centric Wealth Management
Illinois
$7.63M
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$7.53M
4
CTC
4
Central Trust Company
Missouri
$20.6M
5
Jane Street
5
Jane Street
New York
$6.83M

Top Sellers

1
LOIP
1
Live Oak Investment Partners
Texas
$3.84M
2
IWM
2
IHT Wealth Management
Illinois
$3.03M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$0
4
LFASL
4
Lugano Financial Advisors SA (LFA)
Switzerland
$2.68M
5
PAG
5
Private Advisor Group
New Jersey
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$2.42M +$1.1M +19,618 +84%
EA
52
Eudaimonia Advisors
Tennessee
$2.17M +$66.5K +1,182 +3%
CFG
53
Citizens Financial Group
Rhode Island
$2.16M +$1.16M +20,533 +115%
AAS
54
Avantax Advisory Services
Texas
$2.07M +$462K +8,204 +29%
PWM
55
Provident Wealth Management
Tennessee
$1.91M -$26K -462 -1%
AWA
56
Authentikos Wealth Advisory
California
$1.89M +$373K +6,636 +25%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.84M -$160K -2,841 -8%
TC
58
TAP Consulting
Missouri
$1.72M +$10.5K +186 +0.6%
BAM
59
Belpointe Asset Management
Nevada
$1.72M +$829K +14,728 +93%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$1.67M +$1.67M +29,691 New
ONB
61
Old National Bancorp
Indiana
$1.62M -$2.87K -51 -0.2%
CAN
62
Cetera Advisor Networks
California
$1.6M +$554K +9,854 +53%
KAS
63
Kestra Advisory Services
Texas
$1.54M -$1.18K -21 -0.1%
SW
64
SMART Wealth
Nebraska
$1.49M +$351K +6,235 +31%
ACM
65
Anfield Capital Management
California
$1.45M -$1.13M -20,066 -44%
KPWS
66
Kestra Private Wealth Services
Texas
$1.41M +$376K +6,684 +36%
GSEP
67
Golden State Equity Partners
California
$1.38M -$779K -13,844 -36%
BRWA
68
B. Riley Wealth Advisors
Florida
$1.36M +$167K +2,960 +14%
OC
69
Oppenheimer & Co
New York
$1.35M +$2.87K +51 +0.2%
SOS
70
Silver Oak Securities
Tennessee
$1.34M +$311K +5,533 +30%
EH
71
Equitable Holdings
New York
$1.32M +$202K +3,593 +18%
AFG
72
Atomi Financial Group
New York
$1.3M +$400K +7,106 +44%
CBFP
73
Cedar Brook Financial Partners
Ohio
$1.3M +$191K +3,307 +17%
PG
74
Patten Group
Tennessee
$1.21M +$51.9K +922 +4%
BFA
75
Beacon Financial Advisory
Ohio
$1.2M -$162K -2,888 -12%
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