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First Trust Long/Short Equity ETF
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Overview Fund Activity

169 hedge funds and large institutions have $831M invested in First Trust Long/Short Equity ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 14 closing their positions.

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
26
Increased
79
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$75.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$17.5M
4
WEG
4
World Equity Group
Illinois
$9.02M
5
PAG
5
Private Advisor Group
New Jersey
$18.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
FA
2
FDx Advisors
Illinois
$0
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$1.59M
4
Truist Financial
4
Truist Financial
North Carolina
$23.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$2.3M +$23.3K +378 +1%
CFG
52
Citizens Financial Group
Rhode Island
$2.25M -$113K -1,836 -5%
AWA
53
Authentikos Wealth Advisory
California
$2.14M +$72.3K +1,172 +3%
PWM
54
Provident Wealth Management
Tennessee
$2.04M -$50.1K -813 -2%
IA
55
Insight Advisors
Pennsylvania
$2.04M -$965K -15,647 -32%
UBS Group
56
UBS Group
Switzerland
$2.03M +$884K +14,335 +77%
CW
57
CreativeOne Wealth
Kansas
$2.02M +$954K +15,475 +89%
OBWG
58
Onyx Bridge Wealth Group
New York
$1.99M +$1.99M +33,115 New
Bank of New York Mellon
59
Bank of New York Mellon
New York
$1.98M +$1.98M +32,090 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$1.98M +$707K +11,464 +56%
TC
61
TAP Consulting
Missouri
$1.97M +$89.3K +1,449 +5%
SWP
62
Stratos Wealth Partners
Ohio
$1.94M -$4.64M -75,295 -71%
KAS
63
Kestra Advisory Services
Texas
$1.92M +$224K +3,636 +13%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$1.92M -$1.5M -24,300 -44%
CA
65
Cetera Advisors
Colorado
$1.72M +$657K +10,658 +62%
ACM
66
Anfield Capital Management
California
$1.71M +$117K +1,896 +7%
ONB
67
Old National Bancorp
Indiana
$1.67M -$105K -1,695 -6%
VCM
68
Virtue Capital Management
Tennessee
$1.67M +$1.67M +27,457 New
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$1.66M -$175K -2,839 -10%
OC
70
Oppenheimer & Co
New York
$1.63M +$151K +2,457 +10%
FHA
71
Flagship Harbor Advisors
Massachusetts
$1.59M -$6.66M -108,018 -81%
EH
72
Equitable Holdings
New York
$1.58M +$128K +2,082 +9%
KPWS
73
Kestra Private Wealth Services
Texas
$1.54M -$7.89K -128 -0.5%
PG
74
Patten Group
Tennessee
$1.49M +$160K +2,597 +12%
OL
75
Owen LaRue
Kentucky
$1.46M +$247K +4,000 +20%
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