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First Trust Long/Short Equity ETF
FTLS

Overview Fund Activity

169 hedge funds and large institutions have $831M invested in First Trust Long/Short Equity ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
26
Increased
79
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$75.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$17.5M
4
WEG
4
World Equity Group
Illinois
$9.02M
5
PAG
5
Private Advisor Group
New Jersey
$18.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
FA
2
FDx Advisors
Illinois
$0
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$1.59M
4
Truist Financial
4
Truist Financial
North Carolina
$23.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODG
126
O'Dell Group
Ohio
$354K -$86.6K -1,404 -20%
AAP
127
Arax Advisory Partners
Colorado
$344K – – –
MWM
128
Maripau Wealth Management
Indiana
$338K +$103K +1,676 +44%
IWM
129
Iams Wealth Management
Nebraska
$302K -$4.03K -67 -1%
DZ Bank
130
DZ Bank
Germany
$282K +$93.5K +1,512 +50%
MC
131
Moors & Cabot
Massachusetts
$278K +$278K +4,511 New
WS
132
Wedbush Securities
California
$277K +$277K +4,488 New
IAIM
133
International Assets Investment Management
Florida
$273K +$273K +4,445 New
GWM
134
Geneos Wealth Management
Colorado
$265K -$16.9K -274 -6%
CL
135
Choreo LLC
Illinois
$254K -$18.3K -296 -7%
WWM
136
Western Wealth Management
Colorado
$254K – – –
CAL
137
Capital Analysts LLC
Pennsylvania
$233K -$43.1K -700 -16%
IGWM
138
ICA Group Wealth Management
Colorado
$220K +$3.39K +55 +2%
SPIS
139
Steward Partners Investment Solutions
Oregon
$208K +$208K +3,376 New
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$208K -$879K -14,255 -81%
TWC
141
TD Waterhouse Canada
Ontario, Canada
$190K – – –
OC
142
Oakworth Capital
Alabama
$179K -$77.9K -1,264 -30%
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$172K +$863 +14 +0.5%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$161K +$2.78K +45 +2%
CFGS
145
Concourse Financial Group Securities
Alabama
$153K +$153K +2,488 +248,800%
CWC
146
Carolinas Wealth Consulting
North Carolina
$149K +$863 +14 +0.6%
AF
147
Allworth Financial
California
$126K +$1.17K +19 +0.9%
PTC
148
Private Trust Company
Ohio
$123K +$61.7K +1,000 +100%
LFG
149
Larson Financial Group
Missouri
$109K – – –
RWPA
150
Richard W. Paul & Associates
Michigan
$84K -$18.5K -300 -18%
4 5
6
7 8