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First Trust Long/Short Equity ETF
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Overview Fund Activity

134 hedge funds and large institutions have $502M invested in First Trust Long/Short Equity ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
23
Increased
56
Reduced
40
Closed
8
Calls
–
Puts
$595K
Net Calls
-$595K
Net Calls Change
-$595K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.2M
2
FA
2
FDx Advisors
Illinois
$9.14M
3
IWM
3
IHT Wealth Management
Illinois
$9.03M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$6.55M
5
LPL Financial
5
LPL Financial
California
$46.7M

Top Sellers

1
FCBT
1
First Citizens Bank & Trust
North Carolina
$1.91M
2
WP
2
WealthPLAN Partners
Nebraska
$7.27M
3
LOIP
3
Live Oak Investment Partners
Texas
$3.58M
4
WIM
4
WealthPlan Investment Management
Nebraska
$6.58M
5
OCM
5
One Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$588K -$266K -5,042 -31%
GRP
77
Global Retirement Partners
California
$580K -$144K -2,731 -20%
IWC
78
Integrated Wealth Concepts
Massachusetts
$579K +$579K +10,967 New
PFS
79
Prospera Financial Services
Texas
$482K +$76.8K +1,454 +19%
B
80
Bridgeworth
Alabama
$480K – – –
BFEC
81
Benjamin F. Edwards & Company
Missouri
$478K +$191K +3,621 +67%
LCWP
82
Legacy Capital Wealth Partners
Arkansas
$440K +$440K +8,336 New
DAS
83
Dynamic Advisor Solutions
Arizona
$437K -$24K -454 -5%
IA
84
IFP Advisors
Florida
$429K -$30.3K -573 -7%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$419K +$74.8K +1,416 +22%
SIA
86
SkyView Investment Advisors
New Jersey
$408K +$4.44K +84 +1%
FCAG
87
First Capital Advisors Group
New Jersey
$408K +$4.43K +84 +1%
CL
88
Choreo LLC
Illinois
$408K -$87.2K -1,651 -18%
AFG
89
Atomi Financial Group
New York
$405K +$170K +3,219 +72%
AAS
90
Ameritas Advisory Services
Nebraska
$401K +$245K +4,679 +157%
SG
91
StoneX Group
New York
$376K +$376K +7,115 New
ODG
92
O'Dell Group
Ohio
$375K +$633 +12 +0.2%
GM
93
GeoWealth Management
Illinois
$366K +$209K +3,952 +133%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$349K – – –
CAL
95
Capital Analysts LLC
Pennsylvania
$346K – – –
FAIM
96
Financial Advocates Investment Management
Washington
$345K -$317 -6 -0.1%
Citadel Advisors
97
Citadel Advisors
Florida
$326K +$326K +6,177 New
KPWS
98
Kestra Private Wealth Services
Texas
$313K -$15.8K -300 -5%
GWM
99
Geneos Wealth Management
Colorado
$301K – – –
AAP
100
Arax Advisory Partners
Colorado
$294K – – –
2 3
4
5 6