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First Trust Long/Short Equity ETF
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Overview Fund Activity

122 hedge funds and large institutions have $438M invested in First Trust Long/Short Equity ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
44
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFP
1
Sweet Financial Partners
Minnesota
$8.96M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.13M
3
CTC
3
Central Trust Company
Missouri
$11.1M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$3.29M
5
Morgan Stanley
5
Morgan Stanley
New York
$83.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$75.1M
2
WIM
2
WealthPlan Investment Management
Nebraska
$9.25M
3
WP
3
WealthPLAN Partners
Nebraska
$10.4M
4
B
4
Bridgeworth
Alabama
$462K
5
LOIP
5
Live Oak Investment Partners
Texas
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAG
76
First Capital Advisors Group
New Jersey
$388K +$1.73K +34 +0.4%
SIA
77
SkyView Investment Advisors
New Jersey
$388K +$1.73K +34 +0.4%
ODG
78
O'Dell Group
Ohio
$360K -$119K -2,348 -25%
IA
79
IFP Advisors
Florida
$353K -$1.43M -35,105 -80%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$336K -$6.56K -129 -2%
CAL
81
Capital Analysts LLC
Pennsylvania
$333K -$4.98K -98 -1%
FAIM
82
Financial Advocates Investment Management
Washington
$332K +$1.52K +30 +0.5%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$330K -$14.9K -294 -4%
KPWS
84
Kestra Private Wealth Services
Texas
$316K -$12.7K -250 -4%
CI
85
CX Institutional
Indiana
$295K -$21.5K -419 -7%
IAIM
86
International Assets Investment Management
Florida
$293K -$20K -394 -6%
GWM
87
Geneos Wealth Management
Colorado
$289K – – –
AAP
88
Arax Advisory Partners
Colorado
$283K -$6.1K -120 -2%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$276K +$246K +4,855 +831%
OC
90
Oppenheimer & Co
New York
$266K +$266K +5,236 New
MWM
91
MinichMacGregor Wealth Management
New York
$257K +$36.4K +716 +16%
IWM
92
Iams Wealth Management
Nebraska
$253K +$253K +4,993 New
RG
93
Rathbones Group
United Kingdom
$234K +$234K +4,605 New
AFG
94
Atomi Financial Group
New York
$226K +$226K +4,452 New
IFWM
95
Institute for Wealth Management
Colorado
$210K -$6.45K -127 -3%
BWP
96
Balboa Wealth Partners
Arizona
$209K +$209K +4,118 New
MSAM
97
Moloney Securities Asset Management
Missouri
$205K +$205K +4,026 New
CFGS
98
Concourse Financial Group Securities
Alabama
$195K +$12.9K +253 +7%
HGERS
99
Householder Group Estate & Retirement Specialist
Arizona
$165K +$165K +3,244 New
NA
100
NewEdge Advisors
Louisiana
$160K +$9.3K +183 +6%
2 3
4
5 6