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First Trust Long/Short Equity ETF

235 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, 98 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

262% more capital invested

Capital invested by funds: $1.21B → $4.4B (+$3.19B)

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

16% more funds holding

Funds holding: 202235 (+33)

0.97% more ownership

Funds ownership: 80.62%81.59% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
235
Holders Change
+33
Holders Change %
+16.34%
% of All Funds
3.1%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
53
Increased
98
Reduced
70
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
151
Mariner
Kansas
$561K -$14.8M -225,938 -96%
CF
152
Centaurus Financial
California
$555K +$551K +8,430 New
TWC
153
TD Waterhouse Canada
Ontario, Canada
$524K +$519K +7,948 New
AAS
154
Asset Allocation Strategies
Michigan
$523K +$506K +7,751 New
HH
155
Hilltop Holdings
Texas
$513K +$11.2K +171 +2%
BWP
156
Balboa Wealth Partners
Arizona
$501K +$498K +7,620 New
RCA
157
Runnymede Capital Advisors
Ohio
$487K +$483K +7,395 New
RG
158
Rathbones Group
United Kingdom
$470K +$18.9K +290 +4%
MW
159
Maia Wealth
Colorado
$463K +$245K +3,745 +118%
GWA
160
GGM Wealth Advisors
Maryland
$458K -$668K -10,229 -60%
CAM
161
Concorde Asset Management
Michigan
$447K +$443K +6,787 New
VT
162
Vise Technologies
New York
$446K +$443K +6,782 New
BCM
163
Brookstone Capital Management
Illinois
$433K -$51.4K -787 -11%
CWA
164
Crux Wealth Advisors
California
$411K +$408K +6,249 New
MC
165
Moors & Cabot
Massachusetts
$398K +$54.8K +839 +16%
WWM
166
Western Wealth Management
Colorado
$398K +$125K +1,913 +46%
SCA
167
Snowden Capital Advisors
New York
$390K -$26.1K -400 -6%
MYIA
168
Mount Yale Investment Advisors
Colorado
$388K +$385K +5,892 New
IAIM
169
International Assets Investment Management
Florida
$371K -$19.9M -305,059 -98%
IA
170
IFG Advisory
Georgia
$371K +$368K +5,637 New
NA
171
NewEdge Advisors
Louisiana
$364K +$137K +2,097 +61%
AF
172
Amara Financial
California
$355K +$65 +1 +0%
FPWM
173
FSB Premier Wealth Management
Iowa
$351K -$2.61K -40 -0.7%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$351K -$229K -3,510 -40%
RFA
175
Reyes Financial Architecture
California
$349K +$346K +5,297 New