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First Trust Long/Short Equity ETF
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Overview Fund Activity

201 hedge funds and large institutions have $1.21B invested in First Trust Long/Short Equity ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+16
Holders Change %
+8.65%
% of All Funds
2.91%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
100
Reduced
60
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$26.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$298M
3
Ameriprise
3
Ameriprise
Minnesota
$75.5M
4
Mariner
4
Mariner
Kansas
$14.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$30.5M

Top Sellers

1
LOIP
1
Live Oak Investment Partners
Texas
$4.74M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$930K
4
IWM
4
IHT Wealth Management
Illinois
$2.31M
5
SFS
5
Sowell Financial Services
Arkansas
$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
126
Prospera Financial Services
Texas
$741K +$30.1K +474 +4%
CAS
127
Coppell Advisory Solutions
Texas
$713K +$157K +2,488 +28%
FW
128
Fairway Wealth
Ohio
$700K -$12.9K -203 -2%
Citadel Advisors
129
Citadel Advisors
Florida
$699K +$699K +11,007 New
HIS
130
Harvest Investment Services
Illinois
$683K -$317 -5 -0%
CWC
131
Carolinas Wealth Consulting
North Carolina
$660K +$5.46K +86 +0.8%
GWP
132
Gateway Wealth Partners
Wisconsin
$657K -$30.7K -483 -4%
MCWA
133
Meadow Creek Wealth Advisors
Georgia
$616K +$10.5K +165 +2%
FHC
134
First Heartland Consultants
Missouri
$602K +$131K +2,067 +28%
SC
135
Savant Capital
Illinois
$558K -$38.7K -610 -6%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$558K +$436K +6,917 +360%
GWM
137
Geneos Wealth Management
Colorado
$549K +$192K +3,028 +54%
NW
138
NewEdge Wealth
Pennsylvania
$544K -$22.5K -355 -4%
CWM
139
Cornerstone Wealth Management
Missouri
$538K -$139K -2,195 -21%
MSAM
140
Moloney Securities Asset Management
Missouri
$532K -$88.6K -1,396 -14%
PAS
141
Park Avenue Securities
New York
$509K -$36.8K -580 -7%
AAS
142
Ameritas Advisory Services
Nebraska
$497K +$27.5K +434 +6%
CFGS
143
Concourse Financial Group Securities
Alabama
$488K +$334K +5,269 +217%
HH
144
Hilltop Holdings
Texas
$484K +$484K +7,623 New
WDC
145
Woodward Diversified Capital
California
$482K – – –
BCM
146
Brookstone Capital Management
Illinois
$467K +$47K +740 +11%
RG
147
Rathbones Group
United Kingdom
$435K -$81.9K -1,290 -16%
PA
148
PFG Advisors
Arizona
$416K +$416K +6,558 New
SCA
149
Snowden Capital Advisors
New York
$402K +$5.65K +89 +1%
ODG
150
O'Dell Group
Ohio
$366K +$1.52K +24 +0.4%
4 5
6
7 8