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First Trust Long/Short Equity ETF
FTLS
FTLS
122 hedge funds and large institutions have $438M invested in First Trust Long/Short Equity ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
2% more funds holding
Funds holding: 120 → 122 (+2)
0% more capital invested
Capital invested by funds: $437M → $438M (+$1.83M)
3.4% less ownership
Funds ownership: 73.41% → 70.01% (-3.4%)
12% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 50
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.94%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
44
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
+$8.77M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$6.11M |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$2.95M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.86M |
| 5 |
Morgan Stanley
New York
|
+$2.49M |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.1M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$10.3M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$9.19M |
| 4 |
B
Bridgeworth
Birmingham,
Alabama
|
-$3.39M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$2.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWA
126
PCG Wealth Advisors
Overland Park,
Kansas
| – | -$1.1M | -22,510 | Closed |
|
|
OBWG
127
Onyx Bridge Wealth Group
Tarrytown,
New York
| – | -$391K | -7,970 | Closed |
|
|
LS
128
Leelyn Smith
Geneva,
Illinois
| – | -$78.9K | -1,614 | Closed |
|
|
JGCM
129
Joseph Group Capital Management
Columbus,
Ohio
| – | -$69K | -1,411 | Closed |
|
130
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$54.3K | -1,067 | Closed |
|
|
MCC
131
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$49.6K | -1,014 | Closed |
|
|
RFA
132
Resurgent Financial Advisors
Atlanta,
Georgia
| – | -$33.6K | -687 | Closed |
|
|
CAS
133
Coppell Advisory Solutions
Coppell,
Texas
| – | -$29.6K | -605 | Closed |
|
|
CASC
134
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$29.6K | -605 | Closed |
|
|
FGAM
135
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$2.07K | -49 | Closed |
|
|
FCA
136
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$929 | -19 | Closed |
|
|
PPWM
137
PFG Private Wealth Management
Lutz,
Florida
| – | -$1K | -17 | Closed |
|