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First Trust Long/Short Equity ETF
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Overview Fund Activity

122 hedge funds and large institutions have $438M invested in First Trust Long/Short Equity ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
44
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFP
1
Sweet Financial Partners
Minnesota
$8.96M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.13M
3
CTC
3
Central Trust Company
Missouri
$11.1M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$3.29M
5
Morgan Stanley
5
Morgan Stanley
New York
$83.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$75.1M
2
WIM
2
WealthPlan Investment Management
Nebraska
$9.25M
3
WP
3
WealthPLAN Partners
Nebraska
$10.4M
4
B
4
Bridgeworth
Alabama
$462K
5
LOIP
5
Live Oak Investment Partners
Texas
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Ameritas Advisory Services
Nebraska
$152K -$150K -2,961 -50%
GM
102
GeoWealth Management
Illinois
$151K -$2.59K -51 -2%
HI
103
Harbour Investments
Wisconsin
$150K +$8.13K +160 +6%
CWC
104
Carolinas Wealth Consulting
North Carolina
$132K +$662 +13 +0.5%
RWPA
105
Richard W. Paul & Associates
Michigan
$106K -$937K -18,448 -90%
Wells Fargo
106
Wells Fargo
California
$87.5K -$2.08K -41 -2%
UBS Group
107
UBS Group
Switzerland
$84.2K +$49.9K +982 +145%
JPMorgan Chase & Co
108
JPMorgan Chase & Co
New York
$70.5K +$60K +1,180 +567%
PTC
109
Private Trust Company
Ohio
$50.8K – – –
TWC
110
TD Waterhouse Canada
Ontario, Canada
$46.4K +$46.4K +907 New
DZ Bank
111
DZ Bank
Germany
$41.8K -$242K -4,746 -85%
Bank of America
112
Bank of America
North Carolina
$37.8K -$43K -846 -53%
YDMI
113
Y.D. More Investments
Israel
$30.5K +$30.5K +600 New
AWM
114
Avior Wealth Management
Nebraska
$20.3K +$20.3K +400 New
WWM
115
Wagner Wealth Management
South Carolina
$18.8K +$102 +2 +0.5%
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$11.9K – – –
CIA
117
Cape Investment Advisory
Georgia
$10.6K +$10.6K +208 New
SS
118
Sunbelt Securities
Texas
$9.19K +$9.19K +182 New
UB
119
UMB Bank
Missouri
$7.32K +$7.32K +144 New
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$6.81K – – –
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$2.5K -$151 -2,971 -6%
VWM
122
Venturi Wealth Management
Texas
$1.32K +$1.32K +26 New
CFD
123
Creative Financial Designs
Indiana
$155 – – –
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
– -$2.85M -58,217 Closed
RP
125
Riverwater Partners
Wisconsin
– -$1.36M -27,853 Closed
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5
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