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First Trust Long/Short Equity ETF

186 hedge funds and large institutions have $1.06B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

136% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 42

27% more capital invested

Capital invested by funds: $832M → $1.06B (+$223M)

10% more funds holding

Funds holding: 169186 (+17)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.91% more ownership

Funds ownership: 77.01%78.92% (+1.9%)

Holders
186
Holders Change
+17
Holders Change %
+10.06%
% 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
99
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
126
Savant Capital
Illinois
$588K +$575K +9,400 New
AWM
127
Apollon Wealth Management
South Carolina
$566K +$553K +9,042 New
NW
128
NewEdge Wealth
Pennsylvania
$559K -$6.73K -110 -1%
CAS
129
Coppell Advisory Solutions
Texas
$551K +$539K +8,810 New
PAS
130
Park Avenue Securities
New York
$538K +$38.8K +634 +8%
RG
131
Rathbones Group
United Kingdom
$510K -$75.6K -1,236 -13%
Mariner
132
Mariner
Kansas
$499K +$17.1K +279 +4%
WDC
133
Woodward Diversified Capital
California
$476K +$465K +7,600 New
AAS
134
Ameritas Advisory Services
Nebraska
$463K
CIA
135
Concurrent Investment Advisors
Florida
$442K +$432K +7,061 New
BCM
136
Brookstone Capital Management
Illinois
$414K +$405K +6,623 New
IAIM
137
International Assets Investment Management
Florida
$410K +$129K +2,111 +47%
SCA
138
Snowden Capital Advisors
New York
$390K +$381K +6,237 New
SAM
139
SignalPoint Asset Management
Missouri
$369K +$360K +5,889 New
IA
140
IFG Advisory
Georgia
$362K +$353K +5,778 New
ODG
141
O'Dell Group
Ohio
$354K
GWM
142
Geneos Wealth Management
Colorado
$352K +$81.6K +1,334 +31%
AAP
143
Arax Advisory Partners
Colorado
$349K
MWM
144
Maripau Wealth Management
Indiana
$341K -$1.96K -32 -0.6%
IWC
145
Integrated Wealth Concepts
Massachusetts
$328K -$279K -4,567 -47%
NA
146
NewEdge Advisors
Louisiana
$317K -$124K -2,034 -29%
MC
147
Moors & Cabot
Massachusetts
$312K +$29K +475 +11%
WS
148
Wedbush Securities
California
$282K +$1.53K +25 +0.6%
HGERS
149
Householder Group Estate & Retirement Specialist
Arizona
$269K +$92K +1,505 +54%
CL
150
Choreo LLC
Illinois
$259K