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First Trust Long/Short Equity ETF
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Overview Fund Activity

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, 35 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
1.94%
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
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$83.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$78.2M
3
Truist Financial
3
Truist Financial
North Carolina
$19.3M
4
OCM
4
One Capital Management
California
$5.26M
5
CTC
5
Central Trust Company
Missouri
$7.74M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$16.3M
2
PWA
2
PCG Wealth Advisors
Kansas
$1.1M
3
ARIS
3
Advanced Research Investment Solutions
California
$0
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$2.63M
5
ONB
5
Old National Bancorp
Indiana
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
101
Heritage Wealth Management (Arizona)
Arizona
$74.5K +$37.2K +762 +100%
JGCM
102
Joseph Group Capital Management
Ohio
$69K +$69K +1,411 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$54.3K -$356 -7 -0.7%
MCC
104
Money Concepts Capital
Florida
$49.6K +$3.18K +65 +7%
PTC
105
Private Trust Company
Ohio
$49K – – –
RFA
106
Resurgent Financial Advisors
Georgia
$33.6K +$33.6K +687 New
UBS Group
107
UBS Group
Switzerland
$33K -$314K -6,434 -91%
CASC
108
Coppell Advisory Solutions Corp
Texas
$29.6K +$29.6K +605 New
CAS
109
Coppell Advisory Solutions
Texas
$29.6K +$29.6K +605 New
BFEC
110
Benjamin F. Edwards & Company
Missouri
$29K – – –
WWM
111
Wagner Wealth Management
South Carolina
$18K – – –
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$11.5K – – –
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$10K +$10K +208 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$6.55K +$6.55K +134 New
PAG
115
Private Advisor Group
New Jersey
$3.78K -$8.48K -173,452 -69%
FGAM
116
Financial Gravity Asset Management
Texas
$2.07K +$2.07K +49 New
CA
117
CoreCap Advisors
Michigan
$2.05K +$2.05K +42 New
PPWM
118
PFG Private Wealth Management
Florida
$1K +$1K +17 New
FCA
119
Fortis Capital Advisors
Kansas
$929 +$929 +19 New
CFD
120
Creative Financial Designs
Indiana
$148 – – –
NA
121
NewEdge Advisors
Louisiana
$145 +$145 +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
2 3 4
5
6