First Trust Long/Short Equity ETF
FTLS
70 hedge funds and large institutions have $182M invested in First Trust Long/Short Equity ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 12 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 14
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
16% more capital invested
Capital invested by funds: $157M → $182M (+$24.8M)
11% more funds holding
Funds holding: 63 → 70 (+7)
0.99% more ownership
Funds ownership: 68.76% → 69.75% (+0.99%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$9.73M |
| 2 |
Morgan Stanley
New York
|
+$3.02M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$1.46M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.15M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
-$766K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$272K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$208K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$205K |
| 5 |
ACA
Atlas Capital Advisors
Jackson,
Wyoming
|
-$157K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| – | -$4.77K | -114 | -99% |
|
|
PO
77
Private Ocean
San Rafael,
California
| – | -$3K | -53 | Closed |
|
|
FGAM
78
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$2K | -48 | Closed |
|
|
CIAS
79
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$1K | -25 | Closed |
|
|
ASN
80
Advisory Services Network
Atlanta,
Georgia
| – | -$920 | -22 | Closed |
|
|
GSWM
81
Golden State Wealth Management
Santa Ana,
California
| – | -$1K | -18 | Closed |
|
FTLS Hedge Fund Activity: Q4 2019 in Review
70 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q4 2019, worth a combined $182M — up 16% from $157M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FTLS positions and 12 closed out — a net gain of 8 holders — while 30 added to existing stakes and 14 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $9.73M. The largest seller was Northwest Wealth Management, exiting entirely with an estimated $766K sold.
- 70 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q4 2019, up from 63 in Q3 2019.
- Funds reported $182M of First Trust Long/Short Equity ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 20 funds opened new First Trust Long/Short Equity ETF positions in Q4 2019 and 12 closed out, a net change of +8 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q4 2019 was Truist Financial, an estimated $9.73M added.
- The largest First Trust Long/Short Equity ETF seller in Q4 2019 was Northwest Wealth Management, an estimated $766K sold.
Based on aggregated 13F filings for Q4 2019.