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First Trust Long/Short Equity ETF
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Overview Fund Activity

120 hedge funds and large institutions have $437M invested in First Trust Long/Short Equity ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
30
Increased
46
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$83.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$78.2M
3
Truist Financial
3
Truist Financial
North Carolina
$19.3M
4
OCM
4
One Capital Management
California
$5.26M
5
CTC
5
Central Trust Company
Missouri
$7.74M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$16.3M
2
PWA
2
PCG Wealth Advisors
Kansas
$1.1M
3
ARIS
3
Advanced Research Investment Solutions
California
$0
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$2.63M
5
ONB
5
Old National Bancorp
Indiana
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAG
76
First Capital Advisors Group
New Jersey
$372K +$372K +7,607 New
OPS
77
Orion Portfolio Solutions
Nebraska
$356K +$59.8K +1,224 +20%
CAN
78
Cetera Advisor Networks
California
$351K +$351K +7,185 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$332K -$13K -266 -4%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$329K -$65.3K -1,336 -17%
CAL
81
Capital Analysts LLC
Pennsylvania
$325K -$13.2K -271 -4%
FAIM
82
Financial Advocates Investment Management
Washington
$318K +$5.52K +113 +2%
KPWS
83
Kestra Private Wealth Services
Texas
$316K -$19.5K -400 -6%
CI
84
CX Institutional
Indiana
$301K -$249K -5,091 -45%
IAIM
85
International Assets Investment Management
Florida
$301K +$4.4K +90 +1%
EH
86
Equitable Holdings
New York
$300K +$300K +6,129 New
AAS
87
Ameritas Advisory Services
Nebraska
$291K +$291K +5,946 New
AAP
88
Arax Advisory Partners
Colorado
$278K – – –
GWM
89
Geneos Wealth Management
Colorado
$278K -$2.44K -50 -0.9%
EP
90
Eudaimonia Partners
Tennessee
$275K -$16.4K -335 -6%
DZ Bank
91
DZ Bank
Germany
$272K -$19.7K -404 -7%
MWM
92
MinichMacGregor Wealth Management
New York
$212K +$212K +4,343 New
IFWM
93
Institute for Wealth Management
Colorado
$209K – – –
CFGS
94
Concourse Financial Group Securities
Alabama
$176K +$67.9K +1,389 +63%
GM
95
GeoWealth Management
Illinois
$149K -$81.8K -1,663 -35%
HI
96
Harbour Investments
Wisconsin
$137K -$635 -13 -0.5%
CWC
97
Carolinas Wealth Consulting
North Carolina
$126K +$293 +6 +0.2%
Wells Fargo
98
Wells Fargo
California
$86.1K +$28.6K +585 +50%
LS
99
Leelyn Smith
Illinois
$78.9K +$23.8K +487 +43%
Bank of America
100
Bank of America
North Carolina
$77.7K +$38.6K +789 +99%
2 3
4
5 6