We are live on ! Find out more
FTLS icon

First Trust Long/Short Equity ETF

120 hedge funds and large institutions have $437M invested in First Trust Long/Short Equity ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

42% more capital invested

Capital invested by funds: $308M → $437M (+$128M)

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

20% more funds holding

Funds holding: 100120 (+20)

9.62% more ownership

Funds ownership: 63.79%73.41% (+9.6%)

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
30
Increased
46
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
101
Heritage Wealth Management (Arizona)
Arizona
$74.5K +$37.4K +762 +100%
JGCM
102
Joseph Group Capital Management
Ohio
$69K +$69.3K +1,411 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$54.3K -$344 -7 -0.7%
MCC
104
Money Concepts Capital
Florida
$49.6K +$3.19K +65 +7%
PTC
105
Private Trust Company
Ohio
$49K
RFA
106
Resurgent Financial Advisors
Georgia
$33.6K +$33.7K +687 New
UBS Group
107
UBS Group
Switzerland
$33K -$316K -6,434 -91%
CAS
108
Coppell Advisory Solutions
Texas
$29.6K +$29.7K +605 New
CASC
109
Coppell Advisory Solutions Corp
Texas
$29.6K +$29.7K +605 New
BFEC
110
Benjamin F. Edwards & Company
Missouri
$29K
WWMSC
111
Wagner Wealth Management (South Carolina)
South Carolina
$18K
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$11.5K
JP Morgan Chase
113
JP Morgan Chase
New York
$10K +$10.2K +208 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$6.55K +$6.58K +134 New
PAG
115
Private Advisor Group
New Jersey
$3.78K -$8.52M -173,452 -69%
FGAM
116
Financial Gravity Asset Management
Texas
$2.07K +$2.41K +49 New
CA
117
CoreCap Advisors
Michigan
$2.05K +$2.06K +42 New
PPWM
118
PFG Private Wealth Management
Florida
$1K +$835 +17 New
FCA
119
Fortis Capital Advisors
Kansas
$929 +$933 +19 New
CFD
120
Creative Financial Designs
Indiana
$148
NA
121
NewEdge Advisors
Louisiana
$145 +$146K +2,971 New
ARIS
122
Advanced Research Investment Solutions
California
-$1.1M -23,530 Closed
SOS
123
Silver Oak Securities
Tennessee
-$328K -18,354 Closed
WP
124
WealthSource Partners
California
-$444K -9,472 Closed
WWM
125
Western Wealth Management
Colorado
-$329K -7,043 Closed