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First Trust Long/Short Equity ETF
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Overview Fund Activity

234 hedge funds and large institutions have $4.4B invested in First Trust Long/Short Equity ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 97 increasing their positions, 70 reducing their positions, and 14 closing their positions.

Holders
234
Holders Change
+33
Holders Change %
+16.42%
% of All Funds
3.12%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
53
Increased
97
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
Ameriprise
2
Ameriprise
Minnesota
$109M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$126M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.99B
2
IAIM
2
International Assets Investment Management
Florida
$371K
3
Mariner
3
Mariner
Kansas
$561K
4
FEG
4
Financial Enhancement Group
Indiana
$9.88M
5
LOIP
5
Live Oak Investment Partners
Texas
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
126
Stephens Inc
Arkansas
$875K +$875K +13,295 New
WWA
127
WCG Wealth Advisors
Nevada
$859K -$63.8K -970 -7%
PPW
128
Parcion Private Wealth
Washington
$842K +$472K +7,167 +127%
RIL
129
Rothschild Investment LLC
Illinois
$838K – – –
IWM
130
Iams Wealth Management
Nebraska
$823K -$39K -592 -5%
PWM
131
Provident Wealth Management
Tennessee
$821K -$279K -4,239 -25%
OIA
132
OneDigital Investment Advisors
Kansas
$812K +$812K +12,345 New
FAIM
133
Financial Advocates Investment Management
Washington
$808K -$96.9K -1,472 -11%
CWP
134
Cyndeo Wealth Partners
Florida
$786K -$44.9K -682 -5%
IA
135
Insight Advisors
Pennsylvania
$782K -$319K -4,829 -29%
Cerity Partners
136
Cerity Partners
New York
$773K -$4.53M -68,813 -85%
MCWA
137
Meadow Creek Wealth Advisors
Georgia
$767K +$129K +1,963 +20%
GM
138
GeoWealth Management
Illinois
$744K -$357K -5,426 -32%
HIS
139
Harvest Investment Services
Illinois
$725K +$17.1K +260 +2%
SG
140
StoneX Group
New York
$717K +$717K +10,900 New
CWC
141
Carolinas Wealth Consulting
North Carolina
$687K +$2.96K +45 +0.4%
MSAM
142
Moloney Securities Asset Management
Missouri
$683K +$131K +1,994 +24%
GWP
143
Gateway Wealth Partners
Wisconsin
$667K -$14.1K -215 -2%
CCAL
144
City Center Advisors LLC
Michigan
$638K +$638K +9,688 New
TPWM
145
Twelve Points Wealth Management
Massachusetts
$605K +$605K +9,200 New
GWM
146
Geneos Wealth Management
Colorado
$597K +$27.8K +422 +5%
NW
147
NewEdge Wealth
Pennsylvania
$591K +$26.8K +407 +5%
PAS
148
Park Avenue Securities
New York
$587K +$59.1K +898 +11%
SC
149
Savant Capital
Illinois
$580K +$1.12K +17 +0.2%
Mariner
150
Mariner
Kansas
$561K -$14.9M -225,938 -96%
4 5
6
7 8