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First Trust Long/Short Equity ETF
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Overview Fund Activity

185 hedge funds and large institutions have $1.05B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
2.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
34
Increased
98
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$278M
2
Ameriprise
2
Ameriprise
Minnesota
$59.5M
3
LPL Financial
3
LPL Financial
California
$97.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.72M
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$7.56M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$12.3M
2
Jane Street
2
Jane Street
New York
$0
3
RA
3
RiverTree Advisors
Florida
$3.73M
4
ACM
4
Anfield Capital Management
California
$0
5
CBFP
5
Cedar Brook Financial Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
126
NewEdge Wealth
Pennsylvania
$559K -$6.89K -110 -1%
CAS
127
Coppell Advisory Solutions
Texas
$551K +$551K +8,810 New
PAS
128
Park Avenue Securities
New York
$538K +$39.7K +634 +8%
RG
129
Rathbones Group
United Kingdom
$510K -$77.4K -1,236 -13%
Mariner
130
Mariner
Kansas
$499K +$17.5K +279 +4%
WDC
131
Woodward Diversified Capital
California
$476K +$476K +7,600 New
AAS
132
Ameritas Advisory Services
Nebraska
$463K – – –
CIA
133
Concurrent Investment Advisors
Florida
$442K +$442K +7,061 New
BCM
134
Brookstone Capital Management
Illinois
$414K +$414K +6,623 New
IAIM
135
International Assets Investment Management
Florida
$410K +$132K +2,111 +47%
SCA
136
Snowden Capital Advisors
New York
$390K +$390K +6,237 New
SAM
137
SignalPoint Asset Management
Missouri
$369K +$369K +5,889 New
IA
138
IFG Advisory
Georgia
$362K +$362K +5,778 New
ODG
139
O'Dell Group
Ohio
$354K – – –
GWM
140
Geneos Wealth Management
Colorado
$352K +$83.5K +1,334 +31%
AAP
141
Arax Advisory Partners
Colorado
$349K – – –
MWM
142
Maripau Wealth Management
Indiana
$341K -$2K -32 -0.6%
IWC
143
Integrated Wealth Concepts
Massachusetts
$328K -$286K -4,567 -47%
NA
144
NewEdge Advisors
Louisiana
$317K -$127K -2,034 -29%
MC
145
Moors & Cabot
Massachusetts
$312K +$29.7K +475 +11%
WS
146
Wedbush Securities
California
$282K +$1.56K +25 +0.6%
HGERS
147
Householder Group Estate & Retirement Specialist
Arizona
$269K +$94.1K +1,505 +54%
CL
148
Choreo LLC
Illinois
$259K – – –
WWM
149
Western Wealth Management
Colorado
$255K -$2.5K -40 -1%
CAL
150
Capital Analysts LLC
Pennsylvania
$248K +$11.4K +182 +5%
4 5
6
7 8