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First Trust Long/Short Equity ETF
FTLS

Overview Fund Activity

169 hedge funds and large institutions have $831M 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.

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.45%
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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$75.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$17.5M
4
WEG
4
World Equity Group
Illinois
$9.02M
5
PAG
5
Private Advisor Group
New Jersey
$18.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
FA
2
FDx Advisors
Illinois
$0
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$1.59M
4
Truist Financial
4
Truist Financial
North Carolina
$23.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
76
Cedar Brook Financial Partners
Ohio
$1.41M +$25.5K +414 +2%
RJA
77
Raymond James & Associates
Florida
$1.4M +$91.6K +1,485 +7%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1.36M +$1.1M +17,792 +423%
SWA
79
Stratos Wealth Advisors
Ohio
$1.31M +$713K +11,560 +119%
BFEC
80
Benjamin F. Edwards & Company
Missouri
$1.29M +$348K +5,644 +37%
LNC
81
Lincoln National Corp
Pennsylvania
$1.28M +$50.9K +825 +4%
GRP
82
Global Retirement Partners
California
$1.27M +$108K +1,755 +9%
LWM
83
Laidlaw Wealth Management
New York
$1.22M +$122K +1,985 +11%
FCBT
84
First Citizens Bank & Trust
North Carolina
$1.18M -$2.4M -38,941 -67%
First Trust Advisors
85
First Trust Advisors
Illinois
$1.13M +$778K +12,618 +223%
BRWA
86
B. Riley Wealth Advisors
Florida
$1.13M -$157K -2,960 -12%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.11M +$79.7K +1,293 +8%
Citadel Advisors
88
Citadel Advisors
Florida
$1.11M +$50.1K +813 +5%
AI
89
Atria Investments
North Carolina
$1.09M +$1.09M +17,654 New
ASN
90
Advisory Services Network
Georgia
$1.09M +$3.21K +52 +0.3%
SW
91
SMART Wealth
Nebraska
$1.06M -$564K -9,147 -35%
SOS
92
Silver Oak Securities
Tennessee
$1.06M -$416K -6,740 -28%
SPIA
93
Steward Partners Investment Advisory
New York
$1.05M +$193K +3,125 +22%
CFG
94
Cooper Financial Group
California
$1.01M -$22.5K -365 -2%
RJT
95
Raymond James Trust
Florida
$968K – – –
MCWA
96
Meadow Creek Wealth Advisors
Georgia
$907K -$47.4K -768 -5%
AssetMark Inc
97
AssetMark Inc
California
$893K +$316K +5,121 +55%
C
98
CEDRUS
Colorado
$837K -$166K -2,698 -17%
SW
99
Simplicity Wealth
New Jersey
$810K +$810K +13,141 New
GM
100
GeoWealth Management
Illinois
$810K +$294K +4,772 +57%
2 3
4
5 6