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First Trust Long/Short Equity ETF
FTLS

Overview Fund Activity

234 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, 97 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+33
Holders Change %
+16.42%
% of All Funds
3.12%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
53
Increased
97
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
Ameriprise
2
Ameriprise
Minnesota
$109M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$126M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.99B
2
IAIM
2
International Assets Investment Management
Florida
$371K
3
Mariner
3
Mariner
Kansas
$561K
4
FEG
4
Financial Enhancement Group
Indiana
$9.88M
5
LOIP
5
Live Oak Investment Partners
Texas
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
101
Montis Financial
Massachusetts
$1.39M +$288K +4,379 +26%
USCWA
102
U.S. Capital Wealth Advisors
Texas
$1.36M +$1.36M +20,721 New
LWM
103
Laidlaw Wealth Management
New York
$1.35M -$64.1K -974 -5%
KFP
104
KMG Fiduciary Partners
Ohio
$1.34M -$84.3K -1,281 -6%
RA
105
RiverTree Advisors
Florida
$1.33M -$2.02M -30,692 -60%
GSEP
106
Golden State Equity Partners
California
$1.3M -$334K -5,079 -20%
CFGS
107
Concourse Financial Group Securities
Alabama
$1.26M +$736K +10,817 +141%
SW
108
SMART Wealth
Nebraska
$1.23M -$54.8K -833 -4%
AAP
109
Arax Advisory Partners
Colorado
$1.21M +$861K +13,079 +245%
OAS
110
Optivise Advisory Services
Tennessee
$1.18M -$16.2K -246 -1%
AAS
111
Ameritas Advisory Services
Nebraska
$1.16M +$649K +9,856 +126%
FCBT
112
First Citizens Bank & Trust
North Carolina
$1.15M -$98.5K -1,497 -8%
AWS
113
Atria Wealth Solutions
New York
$1.14M -$1.9M -28,837 -62%
SOS
114
Silver Oak Securities
Tennessee
$1.13M +$261K +3,951 +30%
NFG
115
Nations Financial Group
Iowa
$1.13M +$1.13M +17,094 New
CAS
116
Coppell Advisory Solutions
Texas
$1.11M +$364K +5,485 +49%
GWSA
117
Global Wealth Strategies & Associates
Colorado
$1.08M +$1.08M +16,420 New
CFG
118
Cooper Financial Group
California
$1.06M -$10.9K -165 -1%
PA
119
PFG Advisors
Arizona
$1.01M +$583K +8,854 +135%
ASN
120
Advisory Services Network
Georgia
$965K -$121K -1,833 -11%
DAS
121
Dynamic Advisor Solutions
Arizona
$948K +$99.6K +1,513 +12%
LCWP
122
Legacy Capital Wealth Partners
Arkansas
$935K -$4.21K -64 -0.4%
PFS
123
Prospera Financial Services
Texas
$919K +$151K +2,296 +20%
OBWG
124
Onyx Bridge Wealth Group
New York
$895K -$1.15M -17,540 -56%
AI
125
Atria Investments
North Carolina
$880K -$807K -12,260 -48%
3 4
5
6 7