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First Trust Long/Short Equity ETF
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Overview Fund Activity

201 hedge funds and large institutions have $1.21B invested in First Trust Long/Short Equity ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
201
Holders Change
+16
Holders Change %
+8.65%
% of All Funds
2.91%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
100
Reduced
60
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$26.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$298M
3
Ameriprise
3
Ameriprise
Minnesota
$75.5M
4
Mariner
4
Mariner
Kansas
$14.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$30.5M

Top Sellers

1
LOIP
1
Live Oak Investment Partners
Texas
$4.74M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$930K
4
IWM
4
IHT Wealth Management
Illinois
$2.31M
5
SFS
5
Sowell Financial Services
Arkansas
$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
101
Raymond James Trust
Florida
$1.3M +$30.3K +477 +2%
WIA
102
World Investment Advisors
California
$1.26M +$1.26M +19,846 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$1.24M -$96.1K -1,514 -7%
SW
104
SMART Wealth
Nebraska
$1.23M +$113K +1,775 +10%
FCBT
105
First Citizens Bank & Trust
North Carolina
$1.2M -$16.8K -264 -1%
OAS
106
Optivise Advisory Services
Tennessee
$1.16M +$2.79K +44 +0.2%
GWA
107
GGM Wealth Advisors
Maryland
$1.09M -$1.22M -19,162 -53%
Comerica Bank
108
Comerica Bank
Texas
$1.08M +$256K +4,032 +31%
GM
109
GeoWealth Management
Illinois
$1.06M +$64.1K +1,010 +6%
PWM
110
Provident Wealth Management
Tennessee
$1.06M -$533K -8,397 -33%
MF
111
Montis Financial
Massachusetts
$1.06M +$1.06M +16,686 New
IA
112
Insight Advisors
Pennsylvania
$1.06M -$454K -7,148 -30%
ASN
113
Advisory Services Network
Georgia
$1.03M – – –
CFG
114
Cooper Financial Group
California
$1.03M -$32.5K -512 -3%
SW
115
Simplicity Wealth
New Jersey
$950K -$25.5K -402 -3%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$930K -$1.63M -25,649 -64%
LCWP
117
Legacy Capital Wealth Partners
Arkansas
$906K +$178K +2,802 +24%
WWA
118
WCG Wealth Advisors
Nevada
$890K -$11K -174 -1%
FAIM
119
Financial Advocates Investment Management
Washington
$873K +$155K +2,439 +22%
C
120
CEDRUS
Colorado
$836K -$69.7K -1,098 -8%
IWM
121
Iams Wealth Management
Nebraska
$832K +$138K +2,179 +20%
SOS
122
Silver Oak Securities
Tennessee
$831K +$218K +3,458 +36%
DAS
123
Dynamic Advisor Solutions
Arizona
$818K +$165K +2,592 +25%
RIL
124
Rothschild Investment LLC
Illinois
$808K +$5.08K +80 +0.6%
CWP
125
Cyndeo Wealth Partners
Florida
$801K +$801K +12,628 New
3 4
5
6 7