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First Trust Long/Short Equity ETF

185 hedge funds and large institutions have $1.05B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
2.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
34
Increased
98
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
76
Provident Wealth Management
Tennessee
$1.57M -$503K -8,033 -24%
KPWS
77
Kestra Private Wealth Services
Texas
$1.57M +$10K +160 +0.6%
OC
78
Oppenheimer & Co
New York
$1.57M -$84.2K -1,346 -5%
GRP
79
Global Retirement Partners
California
$1.54M +$246K +3,934 +19%
RJA
80
Raymond James & Associates
Florida
$1.49M +$68.2K +1,090 +5%
IA
81
Insight Advisors
Pennsylvania
$1.49M -$583K -9,308 -28%
AI
82
Atria Investments
North Carolina
$1.45M +$344K +5,501 +31%
SEIA
83
Signature Estate & Investment Advisors
California
$1.43M +$1.43M +22,916 New
SWA
84
Stratos Wealth Advisors
Ohio
$1.43M +$97.8K +1,563 +7%
CW
85
CreativeOne Wealth
Kansas
$1.43M -$627K -10,010 -31%
BFEC
86
Benjamin F. Edwards & Company
Missouri
$1.38M +$71K +1,134 +5%
GSEP
87
Golden State Equity Partners
California
$1.38M +$1.38M +22,000 New
AssetMark Inc
88
AssetMark Inc
California
$1.33M +$419K +6,701 +46%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$1.32M -$55.8K -891 -4%
IA
90
IFP Advisors
Florida
$1.31M +$937K +14,968 +252%
LWM
91
Laidlaw Wealth Management
New York
$1.3M +$55.9K +893 +5%
SPIA
92
Steward Partners Investment Advisory
New York
$1.25M +$188K +3,009 +18%
RJT
93
Raymond James Trust
Florida
$1.25M +$268K +4,283 +27%
FCBT
94
First Citizens Bank & Trust
North Carolina
$1.2M +$4.07K +65 +0.3%
OAS
95
Optivise Advisory Services
Tennessee
$1.14M +$1.14M +18,187 New
SW
96
SMART Wealth
Nebraska
$1.11M +$27K +432 +3%
CFG
97
Cooper Financial Group
California
$1.05M +$18.7K +298 +2%
ASN
98
Advisory Services Network
Georgia
$1.03M -$71.7K -1,145 -6%
GM
99
GeoWealth Management
Illinois
$984K +$162K +2,583 +20%
SW
100
Simplicity Wealth
New Jersey
$962K +$139K +2,224 +17%