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First Trust Long/Short Equity ETF
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Overview Fund Activity

230 hedge funds and large institutions have $1.64B invested in First Trust Long/Short Equity ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 112 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
20
Increased
112
Reduced
86
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$169M
2
Ameriprise
Ameriprise
Minnesota
$160M
3
Raymond James Financial
Raymond James Financial
Florida
$44.6M
4
Comerica Bank
Comerica Bank
Texas
$15.7M
5
LPL Financial
LPL Financial
California
$157M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.83M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
3
FEG
Financial Enhancement Group
Indiana
$7.7M
4
MWM
Modern Wealth Management
Kansas
$1.23M
5
RPSA
Richard P. Slaughter Associates
Texas
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$4.48M -$27.3K -412 -0.6%
First Trust Advisors
52
First Trust Advisors
Illinois
$4.44M -$344K -5,185 -7%
IWC
53
Integrated Wealth Concepts
Massachusetts
$4.41M -$390K -5,891 -8%
LFASL
54
Lugano Financial Advisors SA (LFA)
Switzerland
$4.26M +$431K +6,498 +11%
CW
55
CreativeOne Wealth
Kansas
$4.11M +$134K +2,019 +3%
SEA
56
Stegent Equity Advisors
Texas
$4.05M -$88K -1,327 -2%
BAM
57
Belpointe Asset Management
Nevada
$3.92M -$593K -8,952 -13%
KWM
58
Kingsview Wealth Management
Oregon
$3.76M +$429K +6,469 +13%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$3.72M -$67K -1,011 -2%
PG
60
Prostatis Group
Maryland
$3.68M -$415K -6,254 -10%
Cerity Partners
61
Cerity Partners
New York
$3.67M +$1.34M +20,225 +58%
BEI
62
Benjamin Edwards Inc
Missouri
$3.56M +$1.04M +15,638 +41%
SW
63
Simplicity Wealth
New Jersey
$3.55M +$2.39M +36,003 +205%
OC
64
Oppenheimer & Co
New York
$3.47M +$364K +5,498 +12%
AL
65
ACAS LLC
California
$3.38M -$50.4K -747 -1%
AFP
66
Ausdal Financial Partners
Iowa
$3.37M +$258K +3,893 +8%
SPC
67
Sigma Planning Corp
Michigan
$3.24M -$981K -14,794 -23%
SPIA
68
Steward Partners Investment Advisory
New York
$3.17M -$2.41M -36,298 -43%
LC
69
LCNB Corp
Ohio
$3.06M -$217K -3,274 -7%
UBS Group
70
UBS Group
Switzerland
$3.04M -$369K -5,560 -11%
ASN
71
Advisory Services Network
Georgia
$3.03M +$290K +4,347 +11%
KAS
72
Kestra Advisory Services
Texas
$2.92M +$227K +3,424 +8%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$2.87M +$6.89K +104 +0.2%
LFA
74
Legacy Financial Advisors
Kentucky
$2.73M +$2.73M +41,250 New
RIS
75
Richmond Investment Services
Wisconsin
$2.62M +$1.35M +20,302 +106%
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