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First Trust Long/Short Equity ETF
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Overview Fund Activity

234 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, 97 increasing their positions, 70 reducing their positions, and 14 closing their positions.

Holders
234
Holders Change
+33
Holders Change %
+16.42%
% of All Funds
3.12%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
53
Increased
97
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
Ameriprise
2
Ameriprise
Minnesota
$109M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$126M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.99B
2
IAIM
2
International Assets Investment Management
Florida
$371K
3
Mariner
3
Mariner
Kansas
$561K
4
FEG
4
Financial Enhancement Group
Indiana
$9.88M
5
LOIP
5
Live Oak Investment Partners
Texas
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
76
Independent Advisor Alliance
North Carolina
$2.27M +$2.27M +34,467 New
PG
77
Patten Group
Tennessee
$2.16M +$46.3K +704 +2%
IWM
78
IHT Wealth Management
Illinois
$2.12M -$276K -4,188 -12%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$2.06M +$70.3K +1,068 +4%
OC
80
Oppenheimer & Co
New York
$2.05M +$143K +2,167 +7%
BRWA
81
B. Riley Wealth Advisors
Florida
$2M +$29.5K +448 +1%
AWM
82
AE Wealth Management
Kansas
$1.92M +$25.3K +385 +1%
DWM
83
Darwin Wealth Management
Florida
$1.92M -$380K -5,776 -17%
BEI
84
Benjamin Edwards Inc
Missouri
$1.9M +$383K +5,813 +25%
IWC
85
Integrated Wealth Concepts
Massachusetts
$1.89M +$1.59M +24,229 +533%
AWM
86
Apollon Wealth Management
South Carolina
$1.89M +$72.3K +1,098 +4%
OPWM
87
Oregon Pacific Wealth Management
Oregon
$1.83M +$1.83M +27,786 New
OL
88
Owen LaRue
Kentucky
$1.79M -$377K -5,729 -17%
SEIA
89
Signature Estate & Investment Advisors
California
$1.7M +$147K +2,237 +9%
SWA
90
Stratos Wealth Advisors
Ohio
$1.69M +$33.6K +510 +2%
SA
91
Sanctuary Advisors
Indiana
$1.68M -$305K -4,508 -15%
WIA
92
World Investment Advisors
California
$1.65M +$344K +5,232 +26%
GRP
93
Global Retirement Partners
California
$1.6M -$11.6K -176 -0.7%
IA
94
IFP Advisors
Florida
$1.59M +$211K +3,210 +15%
KPWS
95
Kestra Private Wealth Services
Texas
$1.59M -$46K -699 -3%
LSIA
96
LaSalle St. Investment Advisors
Illinois
$1.54M +$1.54M +23,430 New
Bank of New York Mellon
97
Bank of New York Mellon
New York
$1.52M -$452K -6,862 -23%
FW
98
Fairway Wealth
Ohio
$1.52M +$794K +12,065 +109%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$1.5M -$375K -5,701 -20%
CIA
100
Concurrent Investment Advisors
Florida
$1.4M +$47.6K +723 +4%
2 3
4
5 6