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First Trust Long/Short Equity ETF
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Overview Fund Activity

234 hedge funds and large institutions have $4.4B invested in First Trust Long/Short Equity ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 97 increasing their positions, 70 reducing their positions, and 14 closing their positions.

Holders
234
Holders Change
+33
Holders Change %
+16.42%
% of All Funds
3.12%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
53
Increased
97
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
Ameriprise
2
Ameriprise
Minnesota
$109M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$126M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.99B
2
IAIM
2
International Assets Investment Management
Florida
$371K
3
Mariner
3
Mariner
Kansas
$561K
4
FEG
4
Financial Enhancement Group
Indiana
$9.88M
5
LOIP
5
Live Oak Investment Partners
Texas
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$4.26M +$1.18M +17,963 +38%
SFS
52
Sowell Financial Services
Arkansas
$4.26M +$740K +11,247 +21%
AAA
53
American Alpha Advisors
New York
$4.26M – – –
LFASL
54
Lugano Financial Advisors SA (LFA)
Switzerland
$4.1M -$58.2K -885 -1%
AAS
55
Avantax Advisory Services
Texas
$4.09M +$144K +2,189 +4%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$4.07M -$74.2K -1,127 -2%
IWM
57
IMG Wealth Management
Florida
$3.89M +$3.89M +59,068 New
AssetMark Inc
58
AssetMark Inc
California
$3.58M +$279K +4,240 +8%
AL
59
ACAS LLC
California
$3.56M -$92.6K -1,369 -3%
UBS Group
60
UBS Group
Switzerland
$3.34M +$1M +15,255 +43%
Comerica Bank
61
Comerica Bank
Texas
$3.31M +$2.19M +33,233 +195%
EH
62
Equitable Holdings
New York
$3.23M +$305K +4,627 +10%
CW
63
CreativeOne Wealth
Kansas
$3.17M -$677K -10,280 -18%
HI
64
Harbour Investments
Wisconsin
$3.07M +$298K +4,523 +11%
KWA
65
Kingswood Wealth Advisors
California
$3.06M +$372K +5,648 +14%
KWM
66
Kingsview Wealth Management
Oregon
$3.04M +$3.04M +46,160 New
First Trust Advisors
67
First Trust Advisors
Illinois
$2.97M +$588K +8,941 +25%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$2.87M -$53.2K -808 -2%
LC
69
LCNB Corp
Ohio
$2.86M -$2.71M -41,204 -49%
CFG
70
Citizens Financial Group
Rhode Island
$2.6M +$194K +2,946 +8%
AWA
71
Authentikos Wealth Advisory
California
$2.55M -$131K -1,992 -5%
KAS
72
Kestra Advisory Services
Texas
$2.55M +$185K +2,807 +8%
ONB
73
Old National Bancorp
Indiana
$2.36M +$138K +2,090 +6%
Jane Street
74
Jane Street
New York
$2.34M -$77.3K -1,174 -3%
TC
75
TAP Consulting
Missouri
$2.33M +$116K +1,762 +5%
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3
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