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First Trust Long/Short Equity ETF

235 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, 98 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

262% more capital invested

Capital invested by funds: $1.21B → $4.4B (+$3.19B)

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

16% more funds holding

Funds holding: 202235 (+33)

0.97% more ownership

Funds ownership: 80.62%81.59% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
235
Holders Change
+33
Holders Change %
+16.34%
% of All Funds
3.1%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
53
Increased
98
Reduced
70
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Atria Investments
North Carolina
$880K -$801K -12,260 -48%
SI
127
Stephens Inc
Arkansas
$875K +$869K +13,295 New
WWA
128
WCG Wealth Advisors
Nevada
$859K -$63.4K -970 -7%
PPW
129
Parcion Private Wealth
Washington
$842K +$468K +7,167 +127%
RIL
130
Rothschild Investment LLC
Illinois
$838K
IWM
131
Iams Wealth Management
Nebraska
$823K -$38.7K -592 -5%
PWM
132
Provident Wealth Management
Tennessee
$821K -$277K -4,239 -25%
OIA
133
OneDigital Investment Advisors
Kansas
$812K +$807K +12,345 New
FAIM
134
Financial Advocates Investment Management
Washington
$808K -$96.2K -1,472 -11%
CWP
135
Cyndeo Wealth Partners
Florida
$786K -$44.6K -682 -5%
IA
136
Insight Advisors
Pennsylvania
$782K -$316K -4,829 -29%
Cerity Partners
137
Cerity Partners
New York
$773K -$4.5M -68,813 -85%
MCWA
138
Meadow Creek Wealth Advisors
Georgia
$767K +$128K +1,963 +20%
GM
139
GeoWealth Management
Illinois
$744K -$355K -5,426 -32%
HIS
140
Harvest Investment Services
Illinois
$725K +$17K +260 +2%
SG
141
StoneX Group
New York
$717K +$712K +10,900 New
CWC
142
Carolinas Wealth Consulting
North Carolina
$687K +$2.94K +45 +0.4%
MSAM
143
Moloney Securities Asset Management
Missouri
$683K +$130K +1,994 +24%
GWP
144
Gateway Wealth Partners
Wisconsin
$667K -$14K -215 -2%
CCAL
145
City Center Advisors LLC
Michigan
$638K +$633K +9,688 New
TPWM
146
Twelve Points Wealth Management
Massachusetts
$605K +$601K +9,200 New
GWM
147
Geneos Wealth Management
Colorado
$597K +$27.6K +422 +5%
NW
148
NewEdge Wealth
Pennsylvania
$591K +$26.6K +407 +5%
PAS
149
Park Avenue Securities
New York
$587K +$58.7K +898 +11%
SC
150
Savant Capital
Illinois
$580K +$1.11K +17 +0.2%