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First Trust Long/Short Equity ETF
FTLS

Overview Fund Activity

185 hedge funds and large institutions have $1.05B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+16
Holders Change %
+9.47%
% 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
98
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$278M
2
Ameriprise
2
Ameriprise
Minnesota
$59.5M
3
LPL Financial
3
LPL Financial
California
$97.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.72M
5
BHWA
5
Beacon Harbor Wealth Advisors
Virginia
$7.56M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$12.3M
2
Jane Street
2
Jane Street
New York
$0
3
RA
3
RiverTree Advisors
Florida
$3.73M
4
ACM
4
Anfield Capital Management
California
$0
5
CBFP
5
Cedar Brook Financial Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
151
DZ Bank
Germany
$248K -$37.6K -602 -13%
MW
152
Maia Wealth
Colorado
$227K +$227K +3,598 New
IGWM
153
ICA Group Wealth Management
Colorado
$224K +$1.31K +21 +0.6%
PFA
154
Pinnacle Family Advisors
Missouri
$217K +$217K +3,460 New
TCA
155
Transcend Capital Advisors
New Jersey
$204K +$204K +3,261 New
IAS
156
Insigneo Advisory Services
Florida
$203K +$203K +3,338 New
AF
157
Allworth Financial
California
$194K +$67.3K +1,081 +53%
LFG
158
Larson Financial Group
Missouri
$160K +$49.1K +785 +44%
CFGS
159
Concourse Financial Group Securities
Alabama
$152K -$4.01K -64 -3%
TWC
160
TD Waterhouse Canada
Ontario, Canada
$150K -$44.7K -714 -23%
PTC
161
Private Trust Company
Ohio
$132K +$6.76K +108 +5%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$122K -$43.7K -691 -26%
OC
163
Oakworth Capital
Alabama
$87.6K -$93.9K -1,500 -52%
GI
164
GAMMA Investing
California
$84.3K +$84.3K +1,347 New
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$84K +$84K +1,342 New
Wells Fargo
166
Wells Fargo
California
$64.7K +$51.4K +821 +387%
TAM
167
Tucker Asset Management
Colorado
$43.6K +$40.7K +651 +1,447%
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$40.7K – – –
YDMI
169
Y.D. More Investments
Israel
$37.6K – – –
PS
170
Principal Securities
Iowa
$23.5K +$125 +2 +0.5%
PPC
171
Park Place Capital
Alabama
$22.3K +$22.3K +357 New
Bank of America
172
Bank of America
North Carolina
$21.5K -$25K -400 -54%
NS
173
NBC Securities
Alabama
$17K +$120 +2 +0.7%
VAG
174
VisionPoint Advisory Group
Texas
$16.5K +$12.3K +196 +288%
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$16K +$16K +256 New
4 5 6
7
8