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First Trust Long/Short Equity ETF

235 hedge funds and large institutions have $4.4B invested in First Trust Long/Short Equity ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

262% more capital invested

Capital invested by funds: $1.21B → $4.4B (+$3.19B)

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

16% more funds holding

Funds holding: 202235 (+33)

0.97% more ownership

Funds ownership: 80.62%81.59% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
235
Holders Change
+33
Holders Change %
+16.34%
% of All Funds
3.1%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
53
Increased
98
Reduced
70
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
76
Independent Advisor Alliance
North Carolina
$2.27M +$2.25M +34,467 New
PG
77
Patten Group
Tennessee
$2.16M +$46K +704 +2%
IWM
78
IHT Wealth Management
Illinois
$2.12M -$274K -4,188 -12%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$2.06M +$69.8K +1,068 +4%
OC
80
Oppenheimer & Co
New York
$2.05M +$142K +2,167 +7%
BRWA
81
B. Riley Wealth Advisors
Florida
$2M +$29.3K +448 +1%
AWM
82
AE Wealth Management
Kansas
$1.92M +$25.2K +385 +1%
DWM
83
Darwin Wealth Management
Florida
$1.92M -$377K -5,776 -17%
BEI
84
Benjamin Edwards Inc
Missouri
$1.9M +$380K +5,813 +25%
IWC
85
Integrated Wealth Concepts
Massachusetts
$1.89M +$1.58M +24,229 +533%
AWM
86
Apollon Wealth Management
South Carolina
$1.89M +$71.7K +1,098 +4%
OPWM
87
Oregon Pacific Wealth Management
Oregon
$1.83M +$1.82M +27,786 New
OL
88
Owen LaRue
Kentucky
$1.79M -$374K -5,729 -17%
IFG
89
Independent Financial Group
California
$1.73M +$194K +2,966 +13%
SEIA
90
Signature Estate & Investment Advisors
California
$1.7M +$146K +2,237 +9%
SWA
91
Stratos Wealth Advisors
Ohio
$1.69M +$33.3K +510 +2%
SA
92
Sanctuary Advisors
Indiana
$1.68M -$295K -4,508 -15%
WIA
93
World Investment Advisors
California
$1.65M +$342K +5,232 +26%
GRP
94
Global Retirement Partners
California
$1.6M -$11.5K -176 -0.7%
IA
95
IFP Advisors
Florida
$1.59M +$210K +3,210 +15%
KPWS
96
Kestra Private Wealth Services
Texas
$1.59M -$45.7K -699 -3%
LSIA
97
LaSalle St. Investment Advisors
Illinois
$1.54M +$1.53M +23,430 New
Bank of New York Mellon
98
Bank of New York Mellon
New York
$1.52M -$448K -6,862 -23%
FW
99
Fairway Wealth
Ohio
$1.52M +$788K +12,065 +109%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$1.5M -$372K -5,701 -20%