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First Trust Long/Short Equity ETF

169 hedge funds and large institutions have $832M invested in First Trust Long/Short Equity ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

6% more funds holding

Funds holding: 160169 (+9)

4% more capital invested

Capital invested by funds: $799M → $832M (+$33M)

15.28% less ownership

Funds ownership: 92.29%77.01% (-15%)

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.43%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
26
Increased
79
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
76
Cedar Brook Financial Partners
Ohio
$1.41M +$24.5K +414 +2%
RJA
77
Raymond James & Associates
Florida
$1.4M +$88.1K +1,485 +7%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1.36M +$1.05M +17,792 +423%
SWA
79
Stratos Wealth Advisors
Ohio
$1.31M +$685K +11,560 +119%
BFEC
80
Benjamin F. Edwards & Company
Missouri
$1.29M +$335K +5,644 +37%
LNC
81
Lincoln National Corp
Pennsylvania
$1.28M +$48.9K +825 +4%
GRP
82
Global Retirement Partners
California
$1.27M +$104K +1,755 +9%
LWM
83
Laidlaw Wealth Management
New York
$1.22M +$118K +1,985 +11%
FCBT
84
First Citizens Bank & Trust
North Carolina
$1.18M -$2.31M -38,941 -67%
First Trust Advisors
85
First Trust Advisors
Illinois
$1.13M +$748K +12,618 +223%
BRWA
86
B. Riley Wealth Advisors
Florida
$1.13M -$176K -2,960 -12%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.11M +$76.7K +1,293 +8%
Citadel Advisors
88
Citadel Advisors
Florida
$1.11M +$48.2K +813 +5%
AI
89
Atria Investments
North Carolina
$1.09M +$1.05M +17,654 New
ASN
90
Advisory Services Network
Georgia
$1.09M +$3.08K +52 +0.3%
SW
91
SMART Wealth
Nebraska
$1.06M -$542K -9,147 -35%
IFG
92
Independent Financial Group
California
$1.06M +$201K +3,392 +25%
SOS
93
Silver Oak Securities
Tennessee
$1.06M -$400K -6,740 -28%
SPIA
94
Steward Partners Investment Advisory
New York
$1.05M +$185K +3,125 +22%
CFG
95
Cooper Financial Group
California
$1.01M -$21.6K -365 -2%
RJT
96
Raymond James Trust
Florida
$968K
MCWA
97
Meadow Creek Wealth Advisors
Georgia
$907K -$45.5K -768 -5%
AssetMark Inc
98
AssetMark Inc
California
$893K +$304K +5,121 +55%
C
99
CEDRUS
Colorado
$837K -$160K -2,698 -17%
SW
100
Simplicity Wealth
New Jersey
$810K +$779K +13,141 New