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First Trust Long/Short Equity ETF

186 hedge funds and large institutions have $1.06B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

136% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 42

27% more capital invested

Capital invested by funds: $832M → $1.06B (+$223M)

10% more funds holding

Funds holding: 169186 (+17)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.91% more ownership

Funds ownership: 77.01%78.92% (+1.9%)

Holders
186
Holders Change
+17
Holders Change %
+10.06%
% 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
99
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
51
Lugano Financial Advisors SA (LFA)
Switzerland
$3.25M +$143K +2,345 +5%
SWP
52
Stratos Wealth Partners
Ohio
$3.08M +$1.08M +17,712 +56%
SPC
53
Sigma Planning Corp
Michigan
$2.97M -$69.8K -1,142 -2%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$2.94M -$29.2K -477 -1%
SEA
55
Stegent Equity Advisors
Texas
$2.85M +$79.3K +1,297 +3%
DWM
56
Darwin Wealth Management
Florida
$2.6M -$9.97K -163 -0.4%
AWA
57
Authentikos Wealth Advisory
California
$2.56M +$373K +6,100 +18%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$2.52M +$2.46M +40,296 New
OL
59
Owen LaRue
Kentucky
$2.36M +$853K +13,943 +59%
CFG
60
Citizens Financial Group
Rhode Island
$2.29M
GWA
61
GGM Wealth Advisors
Maryland
$2.28M -$816K -13,345 -27%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$2.25M +$244K +3,988 +12%
KAS
63
Kestra Advisory Services
Texas
$2.18M +$229K +3,744 +12%
EH
64
Equitable Holdings
New York
$2.12M +$510K +8,348 +33%
TC
65
TAP Consulting
Missouri
$2.05M +$43.4K +710 +2%
SA
66
Sanctuary Advisors
Indiana
$1.99M +$2.02M +33,113 New
OBWG
67
Onyx Bridge Wealth Group
New York
$1.99M -$82.7K -1,352 -4%
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$1.98M +$33.6K +550 +2%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$1.9M -$106K -1,740 -5%
BRWA
70
B. Riley Wealth Advisors
Florida
$1.9M +$558K +9,131 +43%
PG
71
Patten Group
Tennessee
$1.88M +$360K +5,892 +24%
First Trust Advisors
72
First Trust Advisors
Illinois
$1.81M +$651K +10,644 +58%
VCM
73
Virtue Capital Management
Tennessee
$1.76M +$33K +540 +2%
AWM
74
AE Wealth Management
Kansas
$1.7M +$910K +14,887 +121%
ONB
75
Old National Bancorp
Indiana
$1.7M -$3K -49 -0.2%