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First Trust Long/Short Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

14% more capital invested

Capital invested by funds: $438M → $502M (+$63.4M)

10% more funds holding

Funds holding: 122134 (+12)

1.18% more ownership

Funds ownership: 70.01%71.2% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $595K

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.1%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$588K -$260K -5,042 -31%
GRP
77
Global Retirement Partners
California
$580K -$141K -2,731 -20%
IWC
78
Integrated Wealth Concepts
Massachusetts
$579K +$566K +10,967 New
PFS
79
Prospera Financial Services
Texas
$482K +$75.1K +1,454 +19%
B
80
Bridgeworth
Alabama
$480K
BFEC
81
Benjamin F. Edwards & Company
Missouri
$478K +$187K +3,621 +67%
LCWP
82
Legacy Capital Wealth Partners
Arkansas
$440K +$430K +8,336 New
DAS
83
Dynamic Advisor Solutions
Arizona
$437K -$23.4K -454 -5%
IA
84
IFP Advisors
Florida
$429K -$29.6K -573 -7%
IFG
85
Independent Financial Group
California
$427K +$23.2K +450 +6%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$419K +$73.1K +1,416 +22%
SIA
87
SkyView Investment Advisors
New Jersey
$408K +$4.34K +84 +1%
FCAG
88
First Capital Advisors Group
New Jersey
$408K +$4.34K +84 +1%
CL
89
Choreo LLC
Illinois
$408K -$85.2K -1,651 -18%
AFG
90
Atomi Financial Group
New York
$405K +$166K +3,219 +72%
AAS
91
Ameritas Advisory Services
Nebraska
$401K +$242K +4,679 +157%
SG
92
StoneX Group
New York
$376K +$367K +7,115 New
ODG
93
O'Dell Group
Ohio
$375K +$620 +12 +0.2%
GM
94
GeoWealth Management
Illinois
$366K +$204K +3,952 +133%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$349K
CAL
96
Capital Analysts LLC
Pennsylvania
$346K
FAIM
97
Financial Advocates Investment Management
Washington
$345K -$310 -6 -0.1%
Citadel Advisors
98
Citadel Advisors
Florida
$326K +$319K +6,177 New
KPWS
99
Kestra Private Wealth Services
Texas
$313K -$15.5K -300 -5%
GWM
100
Geneos Wealth Management
Colorado
$301K