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First Trust Long/Short Equity ETF

160 hedge funds and large institutions have $799M invested in First Trust Long/Short Equity ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 11 closing their positions.

Holders
160
Holders Change
+18
Holders Change %
+12.68%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
30
Increased
67
Reduced
54
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
76
Raymond James & Associates
Florida
$1.2M +$1.2M +21,289 New
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$1.16M -$27.3K -486 -2%
LNC
78
Lincoln National Corp
Pennsylvania
$1.12M -$36.5K -649 -3%
OL
79
Owen LaRue
Kentucky
$1.11M +$1.11M +19,694 New
GRP
80
Global Retirement Partners
California
$1.08M +$279K +4,862 +35%
UBS Group
81
UBS Group
Switzerland
$1.05M +$1.05M +18,594 +88,543%
PAG
82
Private Advisory Group
Washington
$1.01M -$233K -4,137 -19%
LWM
83
Laidlaw Wealth Management
New York
$1M -$37K -658 -4%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$992K +$893K +15,878 +909%
ASN
85
Advisory Services Network
Georgia
$989K -$494K -8,776 -33%
CW
86
CreativeOne Wealth
Kansas
$974K +$119K +2,109 +14%
CA
87
Cetera Advisors
Colorado
$972K -$1.47M -26,070 -60%
Citadel Advisors
88
Citadel Advisors
Florida
$966K +$966K +17,171 New
CFG
89
Cooper Financial Group
California
$944K -$81.9K -1,455 -8%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$941K +$572K +10,174 +155%
C
91
CEDRUS
Colorado
$915K -$147K -2,609 -14%
RJT
92
Raymond James Trust
Florida
$884K
MCWA
93
Meadow Creek Wealth Advisors
Georgia
$870K +$870K +15,470 New
V
94
ViaWealth
Kansas
$864K +$259K +4,609 +43%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$856K +$39.7K +706 +5%
SPIA
96
Steward Partners Investment Advisory
New York
$781K +$45.1K +801 +6%
Comerica Bank
97
Comerica Bank
Texas
$771K +$1.41K +25 +0.2%
HIS
98
Harvest Investment Services
Illinois
$692K +$169 +3 +0%
FW
99
Fairway Wealth
Ohio
$637K +$637K +11,326 New
CWM
100
Cornerstone Wealth Management
Missouri
$625K +$43.3K +770 +7%