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First Trust Long/Short Equity ETF

169 hedge funds and large institutions have $832M 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

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

6% more funds holding

Funds holding: 160169 (+9)

4% more capital invested

Capital invested by funds: $799M → $832M (+$33M)

15.28% less ownership

Funds ownership: 92.29%77.01% (-15%)

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.43%
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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$366K -$168K -2,836 -32%
ODG
127
O'Dell Group
Ohio
$354K -$83.2K -1,404 -20%
AAP
128
Arax Advisory Partners
Colorado
$344K
MWM
129
Maripau Wealth Management
Indiana
$338K +$99.4K +1,676 +44%
IWM
130
Iams Wealth Management
Nebraska
$302K -$3.97K -67 -1%
MC
131
Moors & Cabot
Massachusetts
$278K +$267K +4,511 New
WS
132
Wedbush Securities
California
$277K +$266K +4,488 New
IAIM
133
International Assets Investment Management
Florida
$273K +$264K +4,445 New
GWM
134
Geneos Wealth Management
Colorado
$265K -$16.2K -274 -6%
CL
135
Choreo LLC
Illinois
$254K -$17.6K -296 -7%
WWM
136
Western Wealth Management
Colorado
$254K
CAL
137
Capital Analysts LLC
Pennsylvania
$233K -$41.5K -700 -16%
IGWM
138
ICA Group Wealth Management
Colorado
$220K +$3.26K +55 +2%
SPIS
139
Steward Partners Investment Solutions
Oregon
$208K +$200K +3,376 New
JP Morgan Chase
140
JP Morgan Chase
New York
$208K -$845K -14,255 -81%
TWC
141
TD Waterhouse Canada
Ontario, Canada
$190K
OC
142
Oakworth Capital
Alabama
$179K -$74.9K -1,264 -30%
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$172K +$830 +14 +0.5%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$161K +$2.67K +45 +2%
CFGS
145
Concourse Financial Group Securities
Alabama
$153K +$148K +2,488 +248,800%
CWC
146
Carolinas Wealth Consulting
North Carolina
$149K +$830 +14 +0.6%
AF
147
Allworth Financial
California
$126K +$1.13K +19 +0.9%
PTC
148
Private Trust Company
Ohio
$123K +$59.3K +1,000 +100%
LFG
149
Larson Financial Group
Missouri
$109K
RWPA
150
Richard W. Paul & Associates
Michigan
$84K -$17.8K -300 -18%