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First Trust Long/Short Equity ETF
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Overview Fund Activity

185 hedge funds and large institutions have $1.05B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
2.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
34
Increased
98
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$278M
2
Ameriprise
2
Ameriprise
Minnesota
$59.5M
3
LPL Financial
3
LPL Financial
California
$97.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.72M
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$7.56M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$12.3M
2
Jane Street
2
Jane Street
New York
$0
3
RA
3
RiverTree Advisors
Florida
$3.73M
4
ACM
4
Anfield Capital Management
California
$0
5
CBFP
5
Cedar Brook Financial Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$3.08M +$1.11M +17,712 +56%
SPC
52
Sigma Planning Corp
Michigan
$2.97M -$71.5K -1,142 -2%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$2.94M -$30.2K -477 -1%
SEA
54
Stegent Equity Advisors
Texas
$2.85M +$81.2K +1,297 +3%
DWM
55
Darwin Wealth Management
Florida
$2.6M -$10.2K -163 -0.4%
AWA
56
Authentikos Wealth Advisory
California
$2.56M +$382K +6,100 +18%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$2.52M +$2.52M +40,296 New
OL
58
Owen LaRue
Kentucky
$2.36M +$873K +13,943 +59%
CFG
59
Citizens Financial Group
Rhode Island
$2.29M – – –
GWA
60
GGM Wealth Advisors
Maryland
$2.28M -$835K -13,345 -27%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$2.26M +$250K +3,988 +12%
KAS
62
Kestra Advisory Services
Texas
$2.18M +$234K +3,744 +12%
EH
63
Equitable Holdings
New York
$2.12M +$523K +8,348 +33%
TC
64
TAP Consulting
Missouri
$2.05M +$44.4K +710 +2%
SA
65
Sanctuary Advisors
Indiana
$1.99M +$1.99M +33,113 New
OBWG
66
Onyx Bridge Wealth Group
New York
$1.99M -$84.6K -1,352 -4%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$1.98M +$34.4K +550 +2%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$1.9M -$109K -1,740 -5%
BRWA
69
B. Riley Wealth Advisors
Florida
$1.9M +$572K +9,131 +43%
PG
70
Patten Group
Tennessee
$1.88M +$369K +5,892 +24%
First Trust Advisors
71
First Trust Advisors
Illinois
$1.81M +$666K +10,644 +58%
VCM
72
Virtue Capital Management
Tennessee
$1.76M +$33.9K +540 +2%
AWM
73
AE Wealth Management
Kansas
$1.7M +$932K +14,887 +121%
ONB
74
Old National Bancorp
Indiana
$1.7M -$3.07K -49 -0.2%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$1.64M -$45.2K -722 -3%
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