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First Trust Long/Short Equity ETF
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Overview Fund Activity

142 hedge funds and large institutions have $534M invested in First Trust Long/Short Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
21
Increased
66
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$109M
2
PAG
Private Advisor Group
New Jersey
$10.9M
3
Truist Financial
Truist Financial
North Carolina
$25.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$85.4M
5
WP
WealthPLAN Partners
Nebraska
$10.2M

Top Sellers

1
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$4.27M
2
LOIP
Live Oak Investment Partners
Texas
$3.68M
3
IWM
IHT Wealth Management
Illinois
$5.92M
4
FEG
Financial Enhancement Group
Indiana
$13.5M
5
Cerity Partners
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
126
Private Trust Company
Ohio
$53.2K – – –
YDMI
127
Y.D. More Investments
Israel
$31.9K – – –
CAS
128
Coppell Advisory Solutions
Texas
$29.6K +$15K +307 +103%
WWP
129
WR Wealth Planners
Missouri
$21.3K – – –
WWM
130
Wagner Wealth Management
South Carolina
$19.7K +$53 +1 +0.3%
CFGS
131
Concourse Financial Group Securities
Alabama
$15.3K -$185K -3,479 -92%
UB
132
UMB Bank
Missouri
$12.7K – – –
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$12.5K – – –
CIA
134
Cape Investment Advisory
Georgia
$11.1K – – –
SS
135
Sunbelt Securities
Texas
$9.75K – – –
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$7.12K – – –
EWA
137
EverSource Wealth Advisors
Alabama
$6.22K +$6.22K +117 New
US Bancorp
138
US Bancorp
Minnesota
$5.1K +$5.1K +96 New
LF
139
Lee Financial
Texas
$3.99K +$3.99K +75 New
Wells Fargo
140
Wells Fargo
California
$3.06K -$89.2K -1,664 -97%
VWM
141
Venturi Wealth Management
Texas
$1.38K – – –
UBS Group
142
UBS Group
Switzerland
$1.12K -$91.9K -1,729 -99%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$53 +$53 +1 New
Cerity Partners
144
Cerity Partners
New York
– -$2.23M -42,260 Closed
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
– -$1.58M -29,985 Closed
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
– -$419K -7,929 Closed
SIA
147
SkyView Investment Advisors
New Jersey
– -$408K -7,725 Closed
Citadel Advisors
148
Citadel Advisors
Florida
– -$326K -6,177 Closed
CI
149
CX Institutional
Indiana
– -$240K -4,545 Closed
MSAM
150
Moloney Securities Asset Management
Missouri
– -$222K -4,214 Closed
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