We are live on ! Find out more
FTLS icon

First Trust Long/Short Equity ETF

202 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 28 funds opening new positions, 102 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

70% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 60

15% more capital invested

Capital invested by funds: $1.06B → $1.21B (+$160M)

9% more funds holding

Funds holding: 186202 (+16)

1.7% more ownership

Funds ownership: 78.92%80.62% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
2.9%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
28
Increased
102
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OL
76
Owen LaRue
Kentucky
$2.09M -$294K -4,692 -12%
KFC
77
Klingenstein Fields & Co
New York
$2.04M +$2.02M +32,215 New
PG
78
Patten Group
Tennessee
$2.04M +$135K +2,151 +7%
OBWG
79
Onyx Bridge Wealth Group
New York
$1.98M -$39K -622 -2%
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$1.92M -$82.5K -1,315 -4%
SA
81
Sanctuary Advisors
Indiana
$1.92M -$239K -3,812 -12%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$1.91M -$20.5K -327 -1%
BRWA
83
B. Riley Wealth Advisors
Florida
$1.9M -$21.3K -339 -1%
OC
84
Oppenheimer & Co
New York
$1.84M +$244K +3,885 +16%
AWM
85
AE Wealth Management
Kansas
$1.83M +$98.5K +1,570 +6%
SPIA
86
Steward Partners Investment Advisory
New York
$1.82M +$538K +8,579 +43%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$1.77M +$152K +2,426 +9%
AWM
88
Apollon Wealth Management
South Carolina
$1.75M +$1.16M +18,554 +205%
AI
89
Atria Investments
North Carolina
$1.63M +$155K +2,474 +11%
SWA
90
Stratos Wealth Advisors
Ohio
$1.6M +$153K +2,438 +11%
GSEP
91
Golden State Equity Partners
California
$1.58M +$182K +2,899 +13%
KPWS
92
Kestra Private Wealth Services
Texas
$1.58M -$15.2K -242 -1%
GRP
93
Global Retirement Partners
California
$1.56M -$3.2K -51 -0.2%
SEIA
94
Signature Estate & Investment Advisors
California
$1.5M +$43.2K +689 +3%
IFG
95
Independent Financial Group
California
$1.48M +$417K +6,650 +40%
RJA
96
Raymond James & Associates
Florida
$1.46M -$49.5K -789 -3%
BEI
97
Benjamin Edwards Inc
Missouri
$1.46M +$1.43M +22,800 +8,803%
KFP
98
KMG Fiduciary Partners
Ohio
$1.38M +$1.36M +21,670 New
LWM
99
Laidlaw Wealth Management
New York
$1.36M +$45K +718 +3%
IA
100
IFP Advisors
Florida
$1.33M +$6.46K +103 +0.5%

FTLS Hedge Fund Activity: Q3 2024 in Review

202 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q3 2024, worth a combined $1.21B — up 15% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTLS positions and 10 closed out — a net gain of 18 holders — while 102 added to existing stakes and 60 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26M. The largest seller was Virtue Capital Management, exiting entirely with an estimated $1.76M sold.

  • 202 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q3 2024, up from 186 in Q2 2024.
  • Funds reported $1.21B of First Trust Long/Short Equity ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 28 funds opened new First Trust Long/Short Equity ETF positions in Q3 2024 and 10 closed out, a net change of +18 holders.
  • The largest First Trust Long/Short Equity ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $26M added.
  • The largest First Trust Long/Short Equity ETF seller in Q3 2024 was Virtue Capital Management, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2024.