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First Trust Long/Short Equity ETF
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Overview Fund Activity

142 hedge funds and large institutions have $534M invested in First Trust Long/Short Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
21
Increased
66
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
PAG
2
Private Advisor Group
New Jersey
$10.9M
3
Truist Financial
3
Truist Financial
North Carolina
$25.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$85.4M
5
WP
5
WealthPLAN Partners
Nebraska
$10.2M

Top Sellers

1
LFASL
1
Lugano Financial Advisors SA (LFA)
Switzerland
$4.27M
2
LOIP
2
Live Oak Investment Partners
Texas
$3.68M
3
IWM
3
IHT Wealth Management
Illinois
$5.92M
4
FEG
4
Financial Enhancement Group
Indiana
$13.5M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
76
CreativeOne Wealth
Kansas
$809K -$286K -5,376 -26%
Jane Street
77
Jane Street
New York
$787K -$659K -12,402 -46%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$771K +$290K +5,451 +60%
GRP
79
Global Retirement Partners
California
$742K +$160K +3,036 +28%
Comerica Bank
80
Comerica Bank
Texas
$727K +$727K +13,674 New
Mariner
81
Mariner
Kansas
$697K +$24K +451 +4%
SPIA
82
Steward Partners Investment Advisory
New York
$696K +$94.4K +1,776 +16%
CPA
83
Capital Planning Advisors
California
$655K -$11.7K -221 -2%
HIS
84
Harvest Investment Services
Illinois
$653K +$653K +12,290 New
RG
85
Rathbones Group
United Kingdom
$639K +$6.91K +130 +1%
SEA
86
Stegent Equity Advisors
Texas
$586K +$586K +11,032 New
V
87
ViaWealth
Kansas
$572K +$572K +10,754 New
CWM
88
Cornerstone Wealth Management
Missouri
$550K +$550K +10,345 New
NA
89
NewEdge Advisors
Louisiana
$516K +$444K +8,352 +620%
PFS
90
Prospera Financial Services
Texas
$501K +$15.1K +283 +3%
IA
91
IFP Advisors
Florida
$495K +$63.6K +1,196 +15%
DAS
92
Dynamic Advisor Solutions
Arizona
$486K +$45.7K +860 +10%
B
93
Bridgeworth
Alabama
$483K – – –
LCWP
94
Legacy Capital Wealth Partners
Arkansas
$469K +$26K +489 +6%
IWC
95
Integrated Wealth Concepts
Massachusetts
$443K -$140K -2,638 -24%
FAIM
96
Financial Advocates Investment Management
Washington
$435K +$87.7K +1,650 +25%
SG
97
StoneX Group
New York
$408K +$30.2K +568 +8%
AAS
98
Ameritas Advisory Services
Nebraska
$407K +$159 +3 +0%
GM
99
GeoWealth Management
Illinois
$386K +$18K +338 +5%
ODG
100
O'Dell Group
Ohio
$379K +$1.01K +19 +0.3%
2 3
4
5 6