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First Trust Long/Short Equity ETF
FTLS

Overview Fund Activity

160 hedge funds and large institutions have $799M invested in First Trust Long/Short Equity ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+18
Holders Change %
+12.68%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
30
Increased
67
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$276M
2
CWM
Centric Wealth Management
Illinois
$7.63M
3
FHA
Flagship Harbor Advisors
Massachusetts
$7.53M
4
CTC
Central Trust Company
Missouri
$20.6M
5
Jane Street
Jane Street
New York
$6.83M

Top Sellers

1
LOIP
Live Oak Investment Partners
Texas
$3.84M
2
IWM
IHT Wealth Management
Illinois
$3.03M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
4
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$2.68M
5
PAG
Private Advisor Group
New Jersey
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
126
Choreo LLC
Illinois
$248K -$20K -356 -7%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$237K +$115K +2,042 +94%
OC
128
Oakworth Capital
Alabama
$234K +$156K +2,764 +197%
WWM
129
Western Wealth Management
Colorado
$232K +$17.6K +312 +8%
Goldman Sachs
130
Goldman Sachs
New York
$231K +$231K +4,107 New
IFWM
131
Institute for Wealth Management
Colorado
$230K – – –
MWM
132
Maripau Wealth Management
Indiana
$214K +$214K +3,801 New
TFP
133
Traction Financial Partners
Wyoming
$213K +$213K +3,792 New
WI
134
Wintrust Investments
Illinois
$212K +$212K +3,762 New
IGWM
135
ICA Group Wealth Management
Colorado
$197K +$197K +3,506 New
TWC
136
TD Waterhouse Canada
Ontario, Canada
$174K -$69.3K -1,239 -29%
DZ Bank
137
DZ Bank
Germany
$171K – – –
HGERS
138
Householder Group Estate & Retirement Specialist
Arizona
$156K -$19.5K -347 -11%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$146K +$41.2K +725 +39%
CWC
140
Carolinas Wealth Consulting
North Carolina
$136K +$113 +2 +0.1%
AF
141
Allworth Financial
California
$114K +$114K +2,020 New
LFG
142
Larson Financial Group
Missouri
$99.9K +$99.9K +1,775 New
RWPA
143
Richard W. Paul & Associates
Michigan
$93.5K -$2.36K -42 -2%
RFG
144
REAP Financial Group
Texas
$68.7K +$68.7K +1,221 New
PTC
145
Private Trust Company
Ohio
$56.3K – – –
Bank of America
146
Bank of America
North Carolina
$41.8K -$36K -640 -46%
NS
147
NBC Securities
Alabama
$34K -$41.2K -746 -55%
YDMI
148
Y.D. More Investments
Israel
$33.8K – – –
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$30K +$16.8K +300 +128%
WWM
150
Wagner Wealth Management
South Carolina
$20.9K +$56 +1 +0.3%
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