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First Trust Long/Short Equity ETF

186 hedge funds and large institutions have $1.06B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

136% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 42

27% more capital invested

Capital invested by funds: $832M → $1.06B (+$223M)

10% more funds holding

Funds holding: 169186 (+17)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.91% more ownership

Funds ownership: 77.01%78.92% (+1.9%)

Holders
186
Holders Change
+17
Holders Change %
+10.06%
% of All Funds
2.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
34
Increased
99
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
151
Western Wealth Management
Colorado
$255K -$2.45K -40 -1%
CAL
152
Capital Analysts LLC
Pennsylvania
$248K +$11.1K +182 +5%
MW
153
Maia Wealth
Colorado
$227K +$220K +3,598 New
IGWM
154
ICA Group Wealth Management
Colorado
$224K +$1.28K +21 +0.6%
PFA
155
Pinnacle Family Advisors
Missouri
$217K +$212K +3,460 New
TCA
156
Transcend Capital Advisors
New Jersey
$204K +$199K +3,261 New
IAS
157
Insigneo Advisory Services
Florida
$203K +$204K +3,338 New
AF
158
Allworth Financial
California
$194K +$66.1K +1,081 +53%
LFG
159
Larson Financial Group
Missouri
$160K +$48K +785 +44%
CFGS
160
Concourse Financial Group Securities
Alabama
$152K -$3.91K -64 -3%
TWC
161
TD Waterhouse Canada
Ontario, Canada
$150K -$43.7K -714 -23%
PTC
162
Private Trust Company
Ohio
$132K +$6.6K +108 +5%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$122K -$42.3K -691 -26%
OC
164
Oakworth Capital
Alabama
$87.6K -$91.7K -1,500 -52%
GI
165
GAMMA Investing
California
$84.3K +$82.4K +1,347 New
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$84K +$82.1K +1,342 New
Wells Fargo
167
Wells Fargo
California
$64.7K +$50.2K +821 +387%
TAM
168
Tucker Asset Management
Colorado
$43.6K +$39.8K +651 +1,447%
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$40.7K
YDMI
170
Y.D. More Investments
Israel
$37.6K
PS
171
Principal Securities
Iowa
$23.5K +$122 +2 +0.5%
PPC
172
Park Place Capital
Alabama
$22.3K +$21.8K +357 New
Bank of America
173
Bank of America
North Carolina
$21.5K -$24.5K -400 -54%
NS
174
NBC Securities
Alabama
$17K +$122 +2 +0.7%
VAG
175
VisionPoint Advisory Group
Texas
$16.5K +$12K +196 +288%