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First Trust Long/Short Equity ETF
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Overview Fund Activity

142 hedge funds and large institutions have $534M invested in First Trust Long/Short Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
21
Increased
66
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
PAG
2
Private Advisor Group
New Jersey
$10.9M
3
Truist Financial
3
Truist Financial
North Carolina
$25.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$85.4M
5
WP
5
WealthPLAN Partners
Nebraska
$10.2M

Top Sellers

1
LFASL
1
Lugano Financial Advisors SA (LFA)
Switzerland
$4.27M
2
LOIP
2
Live Oak Investment Partners
Texas
$3.68M
3
IWM
3
IHT Wealth Management
Illinois
$5.92M
4
FEG
4
Financial Enhancement Group
Indiana
$13.5M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$377K +$187K +3,519 +99%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$349K -$2.39K -45 -0.7%
SOS
103
Silver Oak Securities
Tennessee
$328K +$328K +18,354 New
AAP
104
Arax Advisory Partners
Colorado
$296K – – –
GWM
105
Geneos Wealth Management
Colorado
$294K -$8.72K -164 -3%
CAL
106
Capital Analysts LLC
Pennsylvania
$284K -$65.1K -1,224 -19%
RPSA
107
Richard P. Slaughter Associates
Texas
$256K +$256K +4,820 New
CL
108
Choreo LLC
Illinois
$254K -$157K -2,951 -38%
TWC
109
TD Waterhouse Canada
Ontario, Canada
$237K +$6.6K +121 +3%
MWM
110
MinichMacGregor Wealth Management
New York
$234K -$4.47K -84 -2%
First Trust Advisors
111
First Trust Advisors
Illinois
$220K +$220K +4,147 New
IFWM
112
Institute for Wealth Management
Colorado
$217K -$2.76K -52 -1%
AssetMark Inc
113
AssetMark Inc
California
$207K +$149K +2,799 +257%
WWM
114
Western Wealth Management
Colorado
$202K +$159 +3 +0.1%
FA
115
Fermata Advisors
California
$200K +$200K +3,771 New
HGERS
116
Householder Group Estate & Retirement Specialist
Arizona
$166K +$166K +3,129 New
DZ Bank
117
DZ Bank
Germany
$161K -$112K -2,118 -41%
CWC
118
Carolinas Wealth Consulting
North Carolina
$128K +$742 +14 +0.6%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$115K +$115K +2,165 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$100K +$380 +7 +0.4%
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$92.9K +$15.9K +300 +21%
RWPA
122
Richard W. Paul & Associates
Michigan
$90.6K -$7.49K -141 -8%
OC
123
Oakworth Capital
Alabama
$74.4K – – –
Bank of America
124
Bank of America
North Carolina
$73.5K +$34K +640 +86%
NS
125
NBC Securities
Alabama
$72K +$72K +1,362 New
3 4
5
6 7