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First Trust Long/Short Equity ETF

169 hedge funds and large institutions have $832M invested in First Trust Long/Short Equity ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

6% more funds holding

Funds holding: 160169 (+9)

4% more capital invested

Capital invested by funds: $799M → $832M (+$33M)

15.28% less ownership

Funds ownership: 92.29%77.01% (-15%)

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.43%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
26
Increased
79
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
101
GeoWealth Management
Illinois
$810K +$283K +4,772 +57%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$762K -$1.2M -20,257 -62%
AWM
103
AE Wealth Management
Kansas
$760K -$3.2M -53,996 -81%
HIS
104
Harvest Investment Services
Illinois
$757K -$771 -13 -0.1%
FW
105
Fairway Wealth
Ohio
$704K +$4.98K +84 +0.7%
PFS
106
Prospera Financial Services
Texas
$695K +$111K +1,866 +20%
SAW
107
Signal Advisors Wealth
Michigan
$680K +$4.8K +81 +0.7%
CWM
108
Cornerstone Wealth Management
Missouri
$676K -$8.54K -144 -1%
CPA
109
Capital Planning Advisors
California
$648K -$10.1K -170 -2%
HI
110
Harbour Investments
Wisconsin
$632K +$133K +2,241 +28%
WI
111
Wintrust Investments
Illinois
$630K +$383K +6,452 +172%
IWC
112
Integrated Wealth Concepts
Massachusetts
$604K +$189K +3,188 +48%
Comerica Bank
113
Comerica Bank
Texas
$594K -$241K -4,070 -30%
RG
114
Rathbones Group
United Kingdom
$579K -$74.8K -1,261 -12%
NW
115
NewEdge Wealth
Pennsylvania
$539K +$536K +9,037 New
SG
116
StoneX Group
New York
$539K +$28.4K +479 +6%
DAS
117
Dynamic Advisor Solutions
Arizona
$535K -$12.4K -209 -2%
RIL
118
Rothschild Investment LLC
Illinois
$533K +$502K +8,468 +4,704%
FAIM
119
Financial Advocates Investment Management
Washington
$533K +$25.9K +436 +5%
PAS
120
Park Avenue Securities
New York
$491K +$472K +7,965 New
Mariner
121
Mariner
Kansas
$475K -$191K -3,218 -29%
MSAM
122
Moloney Securities Asset Management
Missouri
$472K +$454K +7,654 New
AAS
123
Ameritas Advisory Services
Nebraska
$441K +$96.2K +1,623 +28%
NA
124
NewEdge Advisors
Louisiana
$438K -$46.4K -782 -10%
SA
125
SpiderRock Advisors
Delaware
$391K +$382K +6,445 New