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First Trust Long/Short Equity ETF

186 hedge funds and large institutions have $1.06B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

136% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 42

27% more capital invested

Capital invested by funds: $832M → $1.06B (+$223M)

10% more funds holding

Funds holding: 169186 (+17)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.91% more ownership

Funds ownership: 77.01%78.92% (+1.9%)

Holders
186
Holders Change
+17
Holders Change %
+10.06%
% of All Funds
2.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
34
Increased
99
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
101
GeoWealth Management
Illinois
$984K +$158K +2,583 +20%
SW
102
Simplicity Wealth
New Jersey
$962K +$136K +2,224 +17%
C
103
CEDRUS
Colorado
$894K +$42.9K +702 +5%
WWA
104
WCG Wealth Advisors
Nevada
$889K +$869K +14,203 New
HI
105
Harbour Investments
Wisconsin
$863K +$216K +3,531 +34%
Comerica Bank
106
Comerica Bank
Texas
$814K +$207K +3,380 +35%
RIL
107
Rothschild Investment LLC
Illinois
$792K +$245K +4,000 +46%
UBS Group
108
UBS Group
Switzerland
$760K -$1.27M -20,811 -63%
SA
109
SpiderRock Advisors
Delaware
$755K +$344K +5,619 +87%
WI
110
Wintrust Investments
Illinois
$741K +$99.8K +1,632 +16%
LCWP
111
Legacy Capital Wealth Partners
Arkansas
$718K +$702K +11,475 New
FAIM
112
Financial Advocates Investment Management
Washington
$708K +$163K +2,670 +31%
FW
113
Fairway Wealth
Ohio
$703K -$10.9K -178 -2%
PFS
114
Prospera Financial Services
Texas
$701K -$4.71K -77 -0.7%
IWM
115
Iams Wealth Management
Nebraska
$684K +$361K +5,897 +117%
GWP
116
Gateway Wealth Partners
Wisconsin
$678K +$663K +10,835 New
HIS
117
Harvest Investment Services
Illinois
$674K -$92.5K -1,513 -12%
CWM
118
Cornerstone Wealth Management
Missouri
$668K -$18.6K -304 -3%
CWC
119
Carolinas Wealth Consulting
North Carolina
$648K +$483K +7,892 +326%
DAS
120
Dynamic Advisor Solutions
Arizona
$645K +$99.6K +1,628 +19%
JP Morgan Chase
121
JP Morgan Chase
New York
$625K +$404K +6,610 +196%
MSAM
122
Moloney Securities Asset Management
Missouri
$612K +$130K +2,126 +28%
SOS
123
Silver Oak Securities
Tennessee
$608K -$454K -7,431 -43%
MCWA
124
Meadow Creek Wealth Advisors
Georgia
$597K -$316K -5,168 -35%
SG
125
StoneX Group
New York
$589K +$38.3K +627 +7%