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First Trust Long/Short Equity ETF
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Overview Fund Activity

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
Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.11%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.2M
2
FA
2
FDx Advisors
Illinois
$9.14M
3
IWM
3
IHT Wealth Management
Illinois
$9.03M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$6.55M
5
LPL Financial
5
LPL Financial
California
$46.7M

Top Sellers

1
FCBT
1
First Citizens Bank & Trust
North Carolina
$1.91M
2
WP
2
WealthPLAN Partners
Nebraska
$7.27M
3
LOIP
3
Live Oak Investment Partners
Texas
$3.58M
4
WIM
4
WealthPlan Investment Management
Nebraska
$6.58M
5
OCM
5
One Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
101
DZ Bank
Germany
$274K +$231K +4,349 +530%
CI
102
CX Institutional
Indiana
$240K -$63.5K -1,202 -21%
MWM
103
MinichMacGregor Wealth Management
New York
$236K -$30.6K -579 -11%
TWC
104
TD Waterhouse Canada
Ontario, Canada
$228K +$179K +3,318 +366%
MSAM
105
Moloney Securities Asset Management
Missouri
$222K +$9.93K +188 +5%
IFWM
106
Institute for Wealth Management
Colorado
$219K – – –
RJA
107
Raymond James & Associates
Florida
$217K +$217K +4,119 New
WWM
108
Western Wealth Management
Colorado
$201K +$201K +3,801 New
CFGS
109
Concourse Financial Group Securities
Alabama
$199K -$4.28K -81 -2%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$198K +$198K +3,749 New
HI
111
Harbour Investments
Wisconsin
$188K +$32.5K +615 +21%
CWC
112
Carolinas Wealth Consulting
North Carolina
$126K -$10K -190 -7%
RWPA
113
Richard W. Paul & Associates
Michigan
$97.4K -$13K -247 -12%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$96.6K +$96.6K +1,837 New
UBS Group
115
UBS Group
Switzerland
$92.4K +$4.91K +93 +6%
Wells Fargo
116
Wells Fargo
California
$90.9K – – –
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$76.4K +$3.12K +59 +4%
OC
118
Oakworth Capital
Alabama
$73.9K +$73.9K +1,400 New
NA
119
NewEdge Advisors
Louisiana
$71.2K -$95.3K -1,806 -57%
AssetMark Inc
120
AssetMark Inc
California
$57.4K +$57.4K +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 +$21.1K +400 New
PCM
125
Penserra Capital Management
California
$20K +$20K +384 New
2 3 4
5
6