We are live on ! Find out more
FTLS icon

First Trust Long/Short Equity ETF

202 hedge funds and large institutions have $1.21B invested in First Trust Long/Short Equity ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

70% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 60

15% more capital invested

Capital invested by funds: $1.06B → $1.21B (+$160M)

9% more funds holding

Funds holding: 186202 (+16)

1.7% more ownership

Funds ownership: 78.92%80.62% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
2.9%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
28
Increased
102
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ODG
151
O'Dell Group
Ohio
$366K +$1.5K +24 +0.4%
PPW
152
Parcion Private Wealth
Washington
$357K +$353K +5,624 New
AF
153
Amara Financial
California
$343K +$339K +5,398 New
FPWM
154
FSB Premier Wealth Management
Iowa
$341K +$337K +5,379 New
AAP
155
Arax Advisory Partners
Colorado
$339K -$15.1K -240 -4%
SAW
156
Signal Advisors Wealth
Michigan
$332K +$328K +5,234 New
MC
157
Moors & Cabot
Massachusetts
$331K +$14.3K +228 +5%
QPWM
158
Quadrant Private Wealth Management
Pennsylvania
$294K +$291K +4,638 New
WS
159
Wedbush Securities
California
$293K +$6.46K +103 +2%
DC
160
Davenport & Co
Virginia
$291K +$288K +4,587 New
IWC
161
Integrated Wealth Concepts
Massachusetts
$289K -$42.9K -684 -13%
HGERS
162
Householder Group Estate & Retirement Specialist
Arizona
$284K +$11.5K +183 +4%
RA
163
RFG Advisory
Alabama
$270K +$266K +4,249 New
WWM
164
Western Wealth Management
Colorado
$262K +$3.7K +59 +1%
SA
165
SpiderRock Advisors
Delaware
$257K -$503K -8,013 -66%
CAL
166
Capital Analysts LLC
Pennsylvania
$252K +$188 +3 +0.1%
CL
167
Choreo LLC
Illinois
$244K -$15.2K -242 -6%
EFG
168
Ethos Financial Group
Pennsylvania
$226K +$223K +3,554 New
SAM
169
SignalPoint Asset Management
Missouri
$222K -$148K -2,364 -40%
PFA
170
Pinnacle Family Advisors
Missouri
$219K -$1K -16 -0.5%
NA
171
NewEdge Advisors
Louisiana
$218K -$102K -1,633 -32%
IAS
172
Insigneo Advisory Services
Florida
$213K +$690 +11 +0.3%
TCA
173
Transcend Capital Advisors
New Jersey
$206K -$1.25K -20 -0.6%
MW
174
Maia Wealth
Colorado
$204K -$26.9K -429 -12%
CIC
175
Chilton Investment Company
Connecticut
$202K +$200K +3,187 New

FTLS Hedge Fund Activity: Q3 2024 in Review

202 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q3 2024, worth a combined $1.21B — up 15% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTLS positions and 10 closed out — a net gain of 18 holders — while 102 added to existing stakes and 60 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26M. The largest seller was Virtue Capital Management, exiting entirely with an estimated $1.76M sold.

  • 202 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q3 2024, up from 186 in Q2 2024.
  • Funds reported $1.21B of First Trust Long/Short Equity ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 28 funds opened new First Trust Long/Short Equity ETF positions in Q3 2024 and 10 closed out, a net change of +18 holders.
  • The largest First Trust Long/Short Equity ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $26M added.
  • The largest First Trust Long/Short Equity ETF seller in Q3 2024 was Virtue Capital Management, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2024.