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First Trust Long/Short Equity ETF

160 hedge funds and large institutions have $799M invested in First Trust Long/Short Equity ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 11 closing their positions.

Holders
160
Holders Change
+18
Holders Change %
+12.68%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
30
Increased
67
Reduced
54
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAW
101
Signal Advisors Wealth
Michigan
$616K +$616K +10,952 New
Mariner
102
Mariner
Kansas
$614K -$124K -2,200 -17%
CPA
103
Capital Planning Advisors
California
$601K -$92.2K -1,638 -13%
RG
104
Rathbones Group
United Kingdom
$599K -$77.1K -1,370 -11%
SWA
105
Stratos Wealth Advisors
Ohio
$545K +$545K +9,681 New
PFS
106
Prospera Financial Services
Texas
$528K -$675 -12 -0.1%
AssetMark Inc
107
AssetMark Inc
California
$527K +$308K +5,475 +141%
B
108
Bridgeworth
Alabama
$525K +$13.7K +243 +3%
DAS
109
Dynamic Advisor Solutions
Arizona
$503K -$14.3K -253 -3%
IA
110
IFP Advisors
Florida
$494K -$30.5K -542 -6%
LCWP
111
Legacy Capital Wealth Partners
Arkansas
$487K -$9.11K -162 -2%
GM
112
GeoWealth Management
Illinois
$471K +$61.8K +1,098 +15%
SG
113
StoneX Group
New York
$465K +$32.3K +575 +7%
FAIM
114
Financial Advocates Investment Management
Washington
$462K +$1.13K +20 +0.2%
HI
115
Harbour Investments
Wisconsin
$451K +$51.8K +921 +13%
NA
116
NewEdge Advisors
Louisiana
$444K -$102K -1,814 -19%
ODG
117
O'Dell Group
Ohio
$402K +$1.07K +19 +0.3%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$401K +$401K +7,130 New
IWC
119
Integrated Wealth Concepts
Massachusetts
$372K -$96.6K -1,717 -21%
AAS
120
Ameritas Advisory Services
Nebraska
$343K -$113K -1,898 -25%
First Trust Advisors
121
First Trust Advisors
Illinois
$319K +$85.7K +1,523 +37%
AAP
122
Arax Advisory Partners
Colorado
$314K
IWM
123
Iams Wealth Management
Nebraska
$286K +$286K +5,092 New
GWM
124
Geneos Wealth Management
Colorado
$257K -$54.2K -963 -17%
CAL
125
Capital Analysts LLC
Pennsylvania
$252K -$48K -854 -16%