We are live on ! Find out more
FTLS icon

First Trust Long/Short Equity ETF

234 hedge funds and large institutions have $1.58B invested in First Trust Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.01% more ownership

Funds ownership: 81.59%82.61% (+1%)

0% less funds holding

Funds holding: 235234 (-1)

64% less capital invested

Capital invested by funds: $4.4B → $1.58B (-$2.82B)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
30
Increased
127
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$4.64M +$2.88M +43,590 +151%
First Trust Advisors
52
First Trust Advisors
Illinois
$4.63M +$1.79M +27,073 +60%
GWSG
53
GPS Wealth Strategies Group
Colorado
$4.61M +$4.76M +71,987 New
AssetMark Inc
54
AssetMark Inc
California
$4.61M +$1.16M +17,559 +32%
GSWM
55
Golden State Wealth Management
California
$4.58M +$183K +2,773 +4%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$4.47M -$1.23M -18,561 -21%
BAM
57
Belpointe Asset Management
Nevada
$4.36M -$931K -14,072 -17%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$4.35M +$407K +6,155 +10%
IWM
59
IMG Wealth Management
Florida
$4.2M +$429K +6,489 +11%
SPC
60
Sigma Planning Corp
Michigan
$4.08M -$68.9K -1,041 -2%
KWA
61
Kingswood Wealth Advisors
California
$4.03M +$1.08M +16,281 +35%
SEA
62
Stegent Equity Advisors
Texas
$4M -$300K -4,533 -7%
PG
63
Prostatis Group
Maryland
$3.96M -$467K -7,058 -10%
EH
64
Equitable Holdings
New York
$3.93M +$813K +12,289 +25%
CW
65
CreativeOne Wealth
Kansas
$3.84M +$773K +11,689 +24%
LFASL
66
Lugano Financial Advisors SA (LFA)
Switzerland
$3.7M -$300K -4,542 -7%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$3.66M +$774K +11,699 +26%
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$3.57M +$1.61M +24,290 +77%
UBS Group
69
UBS Group
Switzerland
$3.3M +$45.8K +693 +1%
AL
70
ACAS LLC
California
$3.24M -$116K -1,758 -3%
KWM
71
Kingsview Wealth Management
Oregon
$3.22M +$274K +4,141 +9%
LC
72
LCNB Corp
Ohio
$3.17M +$396K +5,986 +14%
OC
73
Oppenheimer & Co
New York
$3.01M +$1.05M +15,814 +51%
AFP
74
Ausdal Financial Partners
Iowa
$3.01M +$2.84M +42,992 +1,100%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$2.77M -$25.2K -381 -0.9%