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First Trust Long/Short Equity ETF
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Overview Fund Activity

234 hedge funds and large institutions have $4.4B invested in First Trust Long/Short Equity ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 97 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+33
Holders Change %
+16.42%
% of All Funds
3.12%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
53
Increased
97
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$364M
2
Ameriprise
2
Ameriprise
Minnesota
$109M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$50.6M
4
LPL Financial
4
LPL Financial
California
$126M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$12M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.99B
2
IAIM
2
International Assets Investment Management
Florida
$371K
3
Mariner
3
Mariner
Kansas
$561K
4
FEG
4
Financial Enhancement Group
Indiana
$9.88M
5
LOIP
5
Live Oak Investment Partners
Texas
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
151
Centaurus Financial
California
$555K +$555K +8,430 New
TWC
152
TD Waterhouse Canada
Ontario, Canada
$524K +$524K +7,948 New
AAS
153
Asset Allocation Strategies
Michigan
$523K +$523K +7,751 New
HH
154
Hilltop Holdings
Texas
$513K +$11.3K +171 +2%
BWP
155
Balboa Wealth Partners
Arizona
$501K +$501K +7,620 New
RCA
156
Runnymede Capital Advisors
Ohio
$487K +$487K +7,395 New
RG
157
Rathbones Group
United Kingdom
$470K +$19.1K +290 +4%
MW
158
Maia Wealth
Colorado
$463K +$251K +3,745 +118%
GWA
159
GGM Wealth Advisors
Maryland
$458K -$673K -10,229 -60%
CAM
160
Concorde Asset Management
Michigan
$447K +$447K +6,787 New
VT
161
Vise Technologies
New York
$446K +$446K +6,782 New
BCM
162
Brookstone Capital Management
Illinois
$433K -$51.8K -787 -11%
CWA
163
Crux Wealth Advisors
California
$411K +$411K +6,249 New
MC
164
Moors & Cabot
Massachusetts
$398K +$55.2K +839 +16%
WWM
165
Western Wealth Management
Colorado
$398K +$126K +1,913 +46%
SCA
166
Snowden Capital Advisors
New York
$390K -$26.3K -400 -6%
MYIA
167
Mount Yale Investment Advisors
Colorado
$388K +$388K +5,892 New
IAIM
168
International Assets Investment Management
Florida
$371K -$20.1M -305,059 -98%
IA
169
IFG Advisory
Georgia
$371K +$371K +5,637 New
NA
170
NewEdge Advisors
Louisiana
$364K +$138K +2,097 +61%
AF
171
Amara Financial
California
$355K +$66 +1 +0%
FPWM
172
FSB Premier Wealth Management
Iowa
$351K -$2.63K -40 -0.7%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$351K -$231K -3,510 -40%
RFA
174
Reyes Financial Architecture
California
$349K +$349K +5,297 New
ODG
175
O'Dell Group
Ohio
$327K -$52.6K -800 -14%
5 6
7
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