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First Trust Long/Short Equity ETF

235 hedge funds and large institutions have $4.4B invested in First Trust Long/Short Equity ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

262% more capital invested

Capital invested by funds: $1.21B → $4.4B (+$3.19B)

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

16% more funds holding

Funds holding: 202235 (+33)

0.97% more ownership

Funds ownership: 80.62%81.59% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
235
Holders Change
+33
Holders Change %
+16.34%
% of All Funds
3.1%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
53
Increased
98
Reduced
70
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Concurrent Investment Advisors
Florida
$1.4M +$47.2K +723 +4%
MF
102
Montis Financial
Massachusetts
$1.39M +$286K +4,379 +26%
USCWA
103
U.S. Capital Wealth Advisors
Texas
$1.36M +$1.35M +20,721 New
LWM
104
Laidlaw Wealth Management
New York
$1.35M -$63.6K -974 -5%
KFP
105
KMG Fiduciary Partners
Ohio
$1.34M -$83.7K -1,281 -6%
RA
106
RiverTree Advisors
Florida
$1.33M -$2.01M -30,692 -60%
GSEP
107
Golden State Equity Partners
California
$1.3M -$332K -5,079 -20%
CFGS
108
Concourse Financial Group Securities
Alabama
$1.26M +$707K +10,817 +141%
SW
109
SMART Wealth
Nebraska
$1.23M -$54.4K -833 -4%
AAP
110
Arax Advisory Partners
Colorado
$1.21M +$855K +13,079 +245%
OAS
111
Optivise Advisory Services
Tennessee
$1.18M -$16.1K -246 -1%
AAS
112
Ameritas Advisory Services
Nebraska
$1.16M +$644K +9,856 +126%
FCBT
113
First Citizens Bank & Trust
North Carolina
$1.15M -$97.8K -1,497 -8%
AWS
114
Atria Wealth Solutions
New York
$1.14M -$1.88M -28,837 -62%
SOS
115
Silver Oak Securities
Tennessee
$1.13M +$258K +3,951 +30%
NFG
116
Nations Financial Group
Iowa
$1.13M +$1.12M +17,094 New
CAS
117
Coppell Advisory Solutions
Texas
$1.11M +$358K +5,485 +49%
GWSA
118
Global Wealth Strategies & Associates
Colorado
$1.08M +$1.07M +16,420 New
CFG
119
Cooper Financial Group
California
$1.06M -$10.8K -165 -1%
PA
120
PFG Advisors
Arizona
$1.01M +$579K +8,854 +135%
ASN
121
Advisory Services Network
Georgia
$965K -$120K -1,833 -11%
DAS
122
Dynamic Advisor Solutions
Arizona
$948K +$98.9K +1,513 +12%
LCWP
123
Legacy Capital Wealth Partners
Arkansas
$935K -$4.18K -64 -0.4%
PFS
124
Prospera Financial Services
Texas
$919K +$150K +2,296 +20%
OBWG
125
Onyx Bridge Wealth Group
New York
$895K -$1.15M -17,540 -56%