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First Trust Long/Short Equity ETF
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Overview Fund Activity

169 hedge funds and large institutions have $831M invested in First Trust Long/Short Equity ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
26
Increased
79
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$75.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$17.5M
4
WEG
World Equity Group
Illinois
$9.02M
5
PAG
Private Advisor Group
New Jersey
$18.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$203M
2
FA
FDx Advisors
Illinois
$0
3
FHA
Flagship Harbor Advisors
Massachusetts
$1.59M
4
Truist Financial
Truist Financial
North Carolina
$23.4M
5
SWP
Stratos Wealth Partners
Ohio
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
151
Bank of America
North Carolina
$45.8K – – –
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$43.1K +$43.1K +699 New
AWM
153
Avior Wealth Management
Nebraska
$41.8K +$41.8K +678 New
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$39.4K +$6.97K +115 +21%
YDMI
155
Y.D. More Investments
Israel
$37K – – –
PS
156
Principal Securities
Iowa
$23.1K +$23.1K +374 New
NS
157
NBC Securities
Alabama
$17K -$20.1K -334 -54%
BEI
158
Benjamin Edwards Inc
Missouri
$16K +$16K +266 New
FGAM
159
Financial Gravity Asset Management
Texas
$13.8K +$1.94K +34 +16%
Wells Fargo
160
Wells Fargo
California
$13.1K +$9.55K +155 +272%
SS
161
Sunbelt Securities
Texas
$11.4K +$62 +1 +0.5%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$7.52K -$3.15K -51 -29%
EWA
163
EverSource Wealth Advisors
Alabama
$6.93K – – –
CP
164
Castleview Partners
Texas
$5.06K +$5.06K +82 New
VAG
165
VisionPoint Advisory Group
Texas
$4.19K +$4.19K +68 New
SC
166
SouthState Corp
Florida
$3.7K – – –
TAM
167
Tucker Asset Management
Colorado
$2.78K +$2.78K +45 New
CA
168
CoreCap Advisors
Michigan
$2.59K +$2.59K +42 New
Fidelity Investments
169
Fidelity Investments
Massachusetts
$185 +$185 +3 New
FA
170
FDx Advisors
Illinois
– -$9.57M -170,121 Closed
Ameriprise
171
Ameriprise
Minnesota
– -$4.4M -78,234 Closed
AC
172
Avestar Capital
New York
– -$2.69M -47,758 Closed
BFA
173
Beacon Financial Advisory
Ohio
– -$1.2M -21,338 Closed
PAG
174
Private Advisory Group
Washington
– -$1.01M -17,950 Closed
LCWP
175
Legacy Capital Wealth Partners
Arkansas
– -$487K -8,663 Closed
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