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First Trust Long/Short Equity ETF
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Overview Fund Activity

134 hedge funds and large institutions have $502M invested in First Trust Long/Short Equity ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
23
Increased
56
Reduced
40
Closed
8
Calls
–
Puts
$595K
Net Calls
-$595K
Net Calls Change
-$595K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.2M
2
FA
2
FDx Advisors
Illinois
$9.14M
3
IWM
3
IHT Wealth Management
Illinois
$9.03M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$6.55M
5
LPL Financial
5
LPL Financial
California
$46.7M

Top Sellers

1
FCBT
1
First Citizens Bank & Trust
North Carolina
$1.91M
2
WP
2
WealthPLAN Partners
Nebraska
$7.27M
3
LOIP
3
Live Oak Investment Partners
Texas
$3.58M
4
WIM
4
WealthPlan Investment Management
Nebraska
$6.58M
5
OCM
5
One Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Wagner Wealth Management
South Carolina
$19.5K +$53 +1 +0.3%
CAS
127
Coppell Advisory Solutions
Texas
$15.6K +$15.6K +298 New
UB
128
UMB Bank
Missouri
$12.6K +$4.96K +94 +65%
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$12.4K – – –
CIA
130
Cape Investment Advisory
Georgia
$11K – – –
SS
131
Sunbelt Securities
Texas
$9.64K +$53 +1 +0.5%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$7.07K – – –
GIA
133
GHP Investment Advisors
Colorado
$6.34K +$6.34K +118 New
FGAM
134
Financial Gravity Asset Management
Texas
$2.19K +$2.19K +53 New
VWM
135
Venturi Wealth Management
Texas
$1.37K – – –
OCM
136
One Capital Management
California
– -$2.84M -55,912 Closed
AI
137
Atria Investments
North Carolina
– -$2.13M -42,006 Closed
SWA
138
Stratos Wealth Advisors
Ohio
– -$1.92M -37,851 Closed
IAIM
139
International Assets Investment Management
Florida
– -$293K -5,767 Closed
IWM
140
Iams Wealth Management
Nebraska
– -$253K -4,993 Closed
BWP
141
Balboa Wealth Partners
Arizona
– -$209K -4,118 Closed
AWM
142
Avior Wealth Management
Nebraska
– -$20.3K -400 Closed
CFD
143
Creative Financial Designs
Indiana
– -$155 -3 Closed
2 3 4 5
6