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First Trust Long/Short Equity ETF

134 hedge funds and large institutions have $502M invested in First Trust Long/Short Equity ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

14% more capital invested

Capital invested by funds: $438M → $502M (+$63.4M)

10% more funds holding

Funds holding: 122134 (+12)

1.18% more ownership

Funds ownership: 70.01%71.2% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $595K

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.1%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
23
Increased
56
Reduced
40
Closed
8
Calls
Puts
$595K
Net Calls
-$595K
Net Calls Change
-$595K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$294K
CI
102
CX Institutional
Indiana
$240K -$62.1K -1,202 -21%
MWM
103
MinichMacGregor Wealth Management
New York
$236K -$29.9K -579 -11%
TWC
104
TD Waterhouse Canada
Ontario, Canada
$228K +$171K +3,318 +366%
MSAM
105
Moloney Securities Asset Management
Missouri
$222K +$9.71K +188 +5%
IFWM
106
Institute for Wealth Management
Colorado
$219K
RJA
107
Raymond James & Associates
Florida
$217K +$213K +4,119 New
WWM
108
Western Wealth Management
Colorado
$201K +$196K +3,801 New
CFGS
109
Concourse Financial Group Securities
Alabama
$199K -$4.18K -81 -2%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$198K +$194K +3,749 New
HI
111
Harbour Investments
Wisconsin
$188K +$31.8K +615 +21%
CWC
112
Carolinas Wealth Consulting
North Carolina
$126K -$9.81K -190 -7%
RWPA
113
Richard W. Paul & Associates
Michigan
$97.4K -$12.8K -247 -12%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$96.6K +$94.8K +1,837 New
UBS Group
115
UBS Group
Switzerland
$92.4K +$4.8K +93 +6%
Wells Fargo
116
Wells Fargo
California
$90.9K
JP Morgan Chase
117
JP Morgan Chase
New York
$76.4K +$3.05K +59 +4%
OC
118
Oakworth Capital
Alabama
$73.9K +$72.3K +1,400 New
NA
119
NewEdge Advisors
Louisiana
$71.2K -$93.2K -1,806 -57%
AssetMark Inc
120
AssetMark Inc
California
$57.4K +$56.2K +1,088 New
PTC
121
Private Trust Company
Ohio
$52.8K
Bank of America
122
Bank of America
North Carolina
$39.2K
YDMI
123
Y.D. More Investments
Israel
$31.7K
WWP
124
WR Wealth Planners
Missouri
$21.1K +$20.7K +400 New
PCM
125
Penserra Capital Management
California
$20K +$19.8K +384 New