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First Trust Long/Short Equity ETF
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Overview Fund Activity

230 hedge funds and large institutions have $1.64B invested in First Trust Long/Short Equity ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 112 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
20
Increased
112
Reduced
86
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.4M
2
Ameriprise
Ameriprise
Minnesota
+$15.3M
3
Raymond James Financial
Raymond James Financial
Florida
+$13.9M
4
Comerica Bank
Comerica Bank
Texas
+$7.04M
5
LPL Financial
LPL Financial
California
+$6.84M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$50M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$8.57M
3
FEG
Financial Enhancement Group
Indiana
-$7.88M
4
MWM
Modern Wealth Management
Kansas
-$7.42M
5
RPSA
Richard P. Slaughter Associates
Texas
-$5.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
126
Legacy Capital Wealth Partners
Arkansas
$935K -$47.4K -715 -5%
VT
127
Vise Technologies
New York
$918K +$918K +13,848 New
Mariner
128
Mariner
Kansas
$892K +$318K +4,792 +55%
MCWA
129
Meadow Creek Wealth Advisors
Georgia
$883K +$52.2K +787 +6%
CWP
130
Cyndeo Wealth Partners
Florida
$859K +$19.6K +296 +2%
CIA
131
Concurrent Investment Advisors
Florida
$859K -$471K -7,107 -35%
GWM
132
Geneos Wealth Management
Colorado
$854K -$673K -10,156 -44%
AAS
133
Ameritas Advisory Services
Nebraska
$845K -$607K -9,156 -42%
RIL
134
Rothschild Investment LLC
Illinois
$844K – – –
OIA
135
OneDigital Investment Advisors
Kansas
$840K -$138K -2,088 -14%
AWM
136
AE Wealth Management
Kansas
$830K -$295K -4,453 -26%
AWS
137
Atria Wealth Solutions
New York
$816K -$1.84M -27,735 -69%
WWA
138
WCG Wealth Advisors
Nevada
$813K -$52K -785 -6%
BIG
139
Brookwood Investment Group
Arizona
$813K +$64.1K +967 +9%
AI
140
Atria Investments
North Carolina
$801K +$47.9K +722 +6%
TPWM
141
Twelve Points Wealth Management
Massachusetts
$795K +$48.8K +736 +7%
SG
142
StoneX Group
New York
$788K +$22.7K +343 +3%
AWM
143
Avaii Wealth Management
Wisconsin
$776K -$74.4K -1,122 -9%
GM
144
GeoWealth Management
Illinois
$750K -$4.51K -68 -0.6%
MSAM
145
Moloney Securities Asset Management
Missouri
$745K +$5.5K +83 +0.7%
Bank of America
146
Bank of America
North Carolina
$696K +$593K +8,948 +579%
HIS
147
Harvest Investment Services
Illinois
$695K -$2.06K -31 -0.3%
BWP
148
Balboa Wealth Partners
Arizona
$659K +$431K +6,500 +189%
FHC
149
First Heartland Consultants
Missouri
$658K +$55K +830 +9%
WS
150
Wedbush Securities
California
$653K +$32.1K +484 +5%
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