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First Trust Long/Short Equity ETF
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Overview Fund Activity

232 hedge funds and large institutions have $1.57B invested in First Trust Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.15%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.18%
New
30
Increased
126
Reduced
58
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$393M
2
Ameriprise
2
Ameriprise
Minnesota
$140M
3
LPL Financial
3
LPL Financial
California
$145M
4
HPC
4
Hobart Private Capital
North Carolina
$19.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$19.8M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$9.69M
2
AAA
2
American Alpha Advisors
New York
$0
3
AWA
3
Authentikos Wealth Advisory
California
$0
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
OL
5
Owen LaRue
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$1.48M 23,038 +13,962 +154%
FFC
102
Frederick Financial Consultants
Maryland
$1.47M 23,004 +23,004 New
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$1.47M 22,906 +51 +0.2%
Bank of New York Mellon
104
Bank of New York Mellon
New York
$1.43M 22,320 -841 -4%
AAS
105
Ameritas Advisory Services
Nebraska
$1.41M 21,904 +4,222 +24%
USCWA
106
U.S. Capital Wealth Advisors
Texas
$1.38M 21,563 +842 +4%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$1.37M 21,358 +21,358 New
MF
108
Montis Financial
Massachusetts
$1.33M 20,719 -346 -2%
MW
109
Maia Wealth
Colorado
$1.32M 21,080 +14,166 +205%
CIA
110
Concurrent Investment Advisors
Florida
$1.29M 20,060 -1,287 -6%
RA
111
RiverTree Advisors
Florida
$1.25M 19,449 -829 -4%
RIS
112
Richmond Investment Services
Wisconsin
$1.23M 19,211 +15,188 +378%
SW
113
SMART Wealth
Nebraska
$1.21M 18,909 +285 +2%
CFG
114
Cooper Financial Group
California
$1.18M 18,429 +2,395 +15%
SOS
115
Silver Oak Securities
Tennessee
$1.17M 18,383 +1,258 +7%
FCBT
116
First Citizens Bank & Trust
North Carolina
$1.16M 18,075 +647 +4%
GSEP
117
Golden State Equity Partners
California
$1.16M 18,057 -1,763 -9%
AAP
118
Arax Advisory Partners
Colorado
$1.15M 17,935 -478 -3%
GWSA
119
Global Wealth Strategies & Associates
Colorado
$1.15M 17,881 +1,461 +9%
SW
120
Simplicity Wealth
New Jersey
$1.13M 17,574 +17,574 New
AWM
121
AE Wealth Management
Kansas
$1.09M 16,971 -12,203 -42%
NFG
122
Nations Financial Group
Iowa
$1.07M 16,621 -473 -3%
PFS
123
Prospera Financial Services
Texas
$970K 15,120 +1,168 +8%
PA
124
PFG Advisors
Arizona
$952K 14,854 -558 -4%
LCWP
125
Legacy Capital Wealth Partners
Arkansas
$950K 14,820 +607 +4%
3 4
5
6 7