We are live on ! Find out more
FTLS icon

First Trust Long/Short Equity ETF

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, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

42% more capital invested

Capital invested by funds: $308M → $437M (+$128M)

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

20% more funds holding

Funds holding: 100120 (+20)

9.62% more ownership

Funds ownership: 63.79%73.41% (+9.6%)

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
1.93%
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
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
76
SkyView Investment Advisors
New Jersey
$372K +$373K +7,607 New
FCAG
77
First Capital Advisors Group
New Jersey
$372K +$373K +7,607 New
OPS
78
Orion Portfolio Solutions
Nebraska
$356K +$60.1K +1,224 +20%
CAN
79
Cetera Advisor Networks
California
$351K +$353K +7,185 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$332K -$13.1K -266 -4%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$329K -$65.6K -1,336 -17%
CAL
82
Capital Analysts LLC
Pennsylvania
$325K -$13.3K -271 -4%
FAIM
83
Financial Advocates Investment Management
Washington
$318K +$5.55K +113 +2%
KPWS
84
Kestra Private Wealth Services
Texas
$316K -$19.6K -400 -6%
CI
85
CX Institutional
Indiana
$301K -$250K -5,091 -45%
IAIM
86
International Assets Investment Management
Florida
$301K +$4.42K +90 +1%
EH
87
Equitable Holdings
New York
$300K +$301K +6,129 New
AAS
88
Ameritas Advisory Services
Nebraska
$291K +$292K +5,946 New
AAP
89
Arax Advisory Partners
Colorado
$278K
GWM
90
Geneos Wealth Management
Colorado
$278K -$2.46K -50 -0.9%
EP
91
Eudaimonia Partners
Tennessee
$275K -$16.4K -335 -6%
MWM
92
MinichMacGregor Wealth Management
New York
$212K +$213K +4,343 New
IFWM
93
Institute for Wealth Management
Colorado
$209K
CFGS
94
Concourse Financial Group Securities
Alabama
$176K +$68.2K +1,389 +63%
GM
95
GeoWealth Management
Illinois
$149K -$81.6K -1,663 -35%
HI
96
Harbour Investments
Wisconsin
$137K -$638 -13 -0.5%
CWC
97
Carolinas Wealth Consulting
North Carolina
$126K +$295 +6 +0.2%
Wells Fargo
98
Wells Fargo
California
$86.1K +$28.7K +585 +50%
LS
99
Leelyn Smith
Illinois
$78.9K +$23.9K +487 +43%
Bank of America
100
Bank of America
North Carolina
$77.7K +$38.7K +789 +99%