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First Trust Long/Short Equity ETF

234 hedge funds and large institutions have $1.58B invested in First Trust Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.01% more ownership

Funds ownership: 81.59%82.61% (+1%)

0% less funds holding

Funds holding: 235234 (-1)

64% less capital invested

Capital invested by funds: $4.4B → $1.58B (-$2.82B)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
30
Increased
127
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$1.54M -$14.6K -220 -0.9%
LSIA
102
LaSalle St. Investment Advisors
Illinois
$1.52M +$19K +287 +1%
GWM
103
Geneos Wealth Management
Colorado
$1.48M +$924K +13,962 +154%
FFC
104
Frederick Financial Consultants
Maryland
$1.47M +$1.52M +23,004 New
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$1.47M +$3.37K +51 +0.2%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$1.43M -$55.6K -841 -4%
AAS
107
Ameritas Advisory Services
Nebraska
$1.41M +$279K +4,222 +24%
USCWA
108
U.S. Capital Wealth Advisors
Texas
$1.38M +$55.7K +842 +4%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$1.37M +$1.41M +21,358 New
MF
110
Montis Financial
Massachusetts
$1.33M -$22.9K -346 -2%
MW
111
Maia Wealth
Colorado
$1.32M +$937K +14,166 +205%
CIA
112
Concurrent Investment Advisors
Florida
$1.29M -$85.1K -1,287 -6%
RA
113
RiverTree Advisors
Florida
$1.25M -$54.8K -829 -4%
RIS
114
Richmond Investment Services
Wisconsin
$1.23M +$1M +15,188 +378%
SW
115
SMART Wealth
Nebraska
$1.21M +$18.9K +285 +2%
CFG
116
Cooper Financial Group
California
$1.18M +$158K +2,395 +15%
SOS
117
Silver Oak Securities
Tennessee
$1.17M +$83.2K +1,258 +7%
FCBT
118
First Citizens Bank & Trust
North Carolina
$1.16M +$42.8K +647 +4%
GSEP
119
Golden State Equity Partners
California
$1.16M -$117K -1,763 -9%
AAP
120
Arax Advisory Partners
Colorado
$1.15M -$31.6K -478 -3%
GWSA
121
Global Wealth Strategies & Associates
Colorado
$1.15M +$96.6K +1,461 +9%
SW
122
Simplicity Wealth
New Jersey
$1.13M +$1.16M +17,574 New
AWM
123
AE Wealth Management
Kansas
$1.09M -$807K -12,203 -42%
NFG
124
Nations Financial Group
Iowa
$1.07M -$31.3K -473 -3%
PFS
125
Prospera Financial Services
Texas
$970K +$77.3K +1,168 +8%