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First Trust Long/Short Equity ETF

186 hedge funds and large institutions have $1.06B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

136% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 42

27% more capital invested

Capital invested by funds: $832M → $1.06B (+$223M)

10% more funds holding

Funds holding: 169186 (+17)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.91% more ownership

Funds ownership: 77.01%78.92% (+1.9%)

Holders
186
Holders Change
+17
Holders Change %
+10.06%
% 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
99
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$1.64M -$44.1K -722 -3%
PWM
77
Provident Wealth Management
Tennessee
$1.57M -$491K -8,033 -24%
KPWS
78
Kestra Private Wealth Services
Texas
$1.57M +$9.78K +160 +0.6%
OC
79
Oppenheimer & Co
New York
$1.57M -$82.3K -1,346 -5%
GRP
80
Global Retirement Partners
California
$1.54M +$241K +3,934 +19%
RJA
81
Raymond James & Associates
Florida
$1.49M +$66.7K +1,090 +5%
IA
82
Insight Advisors
Pennsylvania
$1.49M -$569K -9,308 -28%
AI
83
Atria Investments
North Carolina
$1.45M +$336K +5,501 +31%
SEIA
84
Signature Estate & Investment Advisors
California
$1.43M +$1.4M +22,916 New
SWA
85
Stratos Wealth Advisors
Ohio
$1.43M +$95.6K +1,563 +7%
CW
86
CreativeOne Wealth
Kansas
$1.43M -$612K -10,010 -31%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$1.38M +$69.3K +1,134 +5%
GSEP
88
Golden State Equity Partners
California
$1.38M +$1.35M +22,000 New
AssetMark Inc
89
AssetMark Inc
California
$1.33M +$410K +6,701 +46%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$1.32M -$54.5K -891 -4%
IA
91
IFP Advisors
Florida
$1.31M +$915K +14,968 +252%
LWM
92
Laidlaw Wealth Management
New York
$1.3M +$54.6K +893 +5%
SPIA
93
Steward Partners Investment Advisory
New York
$1.25M +$184K +3,009 +18%
RJT
94
Raymond James Trust
Florida
$1.25M +$262K +4,283 +27%
FCBT
95
First Citizens Bank & Trust
North Carolina
$1.2M +$3.98K +65 +0.3%
OAS
96
Optivise Advisory Services
Tennessee
$1.14M +$1.11M +18,187 New
SW
97
SMART Wealth
Nebraska
$1.11M +$26.4K +432 +3%
CFG
98
Cooper Financial Group
California
$1.05M +$18.2K +298 +2%
IFG
99
Independent Financial Group
California
$1.05M -$30.3K -495 -3%
ASN
100
Advisory Services Network
Georgia
$1.03M -$70K -1,145 -6%