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First Trust Long/Short Equity ETF
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Overview Fund Activity

201 hedge funds and large institutions have $1.21B invested in First Trust Long/Short Equity ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
201
Holders Change
+16
Holders Change %
+8.65%
% of All Funds
2.91%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
100
Reduced
60
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$26.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$298M
3
Ameriprise
3
Ameriprise
Minnesota
$75.5M
4
Mariner
4
Mariner
Kansas
$14.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$30.5M

Top Sellers

1
LOIP
1
Live Oak Investment Partners
Texas
$4.74M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$930K
4
IWM
4
IHT Wealth Management
Illinois
$2.31M
5
SFS
5
Sowell Financial Services
Arkansas
$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
76
Owen LaRue
Kentucky
$2.09M -$298K -4,692 -12%
KFC
77
Klingenstein Fields & Co
New York
$2.04M +$2.04M +32,215 New
PG
78
Patten Group
Tennessee
$2.04M +$137K +2,151 +7%
OBWG
79
Onyx Bridge Wealth Group
New York
$1.98M -$39.5K -622 -2%
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$1.92M -$83.5K -1,315 -4%
SA
81
Sanctuary Advisors
Indiana
$1.92M -$250K -3,812 -12%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$1.91M -$20.8K -327 -1%
BRWA
83
B. Riley Wealth Advisors
Florida
$1.9M -$21.5K -339 -1%
OC
84
Oppenheimer & Co
New York
$1.84M +$247K +3,885 +16%
AWM
85
AE Wealth Management
Kansas
$1.83M +$99.6K +1,570 +6%
SPIA
86
Steward Partners Investment Advisory
New York
$1.82M +$545K +8,579 +43%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$1.77M +$150K +2,426 +9%
AWM
88
Apollon Wealth Management
South Carolina
$1.75M +$1.18M +18,554 +205%
AI
89
Atria Investments
North Carolina
$1.63M +$157K +2,474 +11%
SWA
90
Stratos Wealth Advisors
Ohio
$1.6M +$155K +2,438 +11%
GSEP
91
Golden State Equity Partners
California
$1.58M +$184K +2,899 +13%
KPWS
92
Kestra Private Wealth Services
Texas
$1.58M -$15.4K -242 -1%
GRP
93
Global Retirement Partners
California
$1.56M -$3.24K -51 -0.2%
SEIA
94
Signature Estate & Investment Advisors
California
$1.5M +$43.7K +689 +3%
RJA
95
Raymond James & Associates
Florida
$1.46M -$50.1K -789 -3%
BEI
96
Benjamin Edwards Inc
Missouri
$1.46M +$1.45M +22,800 +8,803%
KFP
97
KMG Fiduciary Partners
Ohio
$1.38M +$1.38M +21,670 New
LWM
98
Laidlaw Wealth Management
New York
$1.36M +$45.6K +718 +3%
IA
99
IFP Advisors
Florida
$1.33M +$6.54K +103 +0.5%
CIA
100
Concurrent Investment Advisors
Florida
$1.31M +$861K +13,563 +192%
2 3
4
5 6