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First Trust Long/Short Equity ETF
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Overview Fund Activity

230 hedge funds and large institutions have $1.64B invested in First Trust Long/Short Equity ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 112 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
20
Increased
112
Reduced
86
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.4M
2
Ameriprise
Ameriprise
Minnesota
+$15.3M
3
Raymond James Financial
Raymond James Financial
Florida
+$13.9M
4
Comerica Bank
Comerica Bank
Texas
+$7.04M
5
LPL Financial
LPL Financial
California
+$6.84M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$50M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$8.57M
3
FEG
Financial Enhancement Group
Indiana
-$7.88M
4
MWM
Modern Wealth Management
Kansas
-$7.42M
5
RPSA
Richard P. Slaughter Associates
Texas
-$5.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCAL
151
City Center Advisors LLC
Michigan
$652K -$28.7K -433 -4%
PAS
152
Park Avenue Securities
New York
$616K -$3.25K -49 -0.5%
CWA
153
Crux Wealth Advisors
California
$614K +$126K +1,894 +26%
PWM
154
Provident Wealth Management
Tennessee
$584K -$74.5K -1,124 -11%
IWM
155
Iams Wealth Management
Nebraska
$574K -$73.3K -1,106 -11%
LSPW
156
Lake Street Private Wealth
Illinois
$563K +$563K +8,496 New
NW
157
NewEdge Wealth
Pennsylvania
$550K +$33.2K +501 +6%
RG
158
Rathbones Group
United Kingdom
$524K +$51.8K +781 +11%
HH
159
Hilltop Holdings
Texas
$508K +$8.42K +127 +2%
FTS
160
Fifth Third Securities
Ohio
$505K +$505K +7,625 New
CGH
161
Crossmark Global Holdings
Texas
$505K -$1.39K -21 -0.3%
Jane Street
162
Jane Street
New York
$503K -$1.13M -17,093 -69%
FAIM
163
Financial Advocates Investment Management
Washington
$496K -$278K -4,190 -36%
WWM
164
Western Wealth Management
Colorado
$495K +$199 +3 +0%
SC
165
Savant Capital
Illinois
$482K -$80K -1,207 -14%
TA
166
TFB Advisors
Kansas
$471K +$98.2K +1,482 +26%
SCA
167
Snowden Capital Advisors
New York
$458K -$1.46K -22 -0.3%
FCBT
168
First Citizens Bank & Trust
North Carolina
$440K -$758K -11,433 -63%
MC
169
Moors & Cabot
Massachusetts
$425K +$68.5K +1,034 +19%
CA
170
Calton & Associates
Florida
$413K +$413K +6,224 New
NS
171
NBC Securities
Alabama
$404K +$351K +5,305 +661%
FPWM
172
FSB Premier Wealth Management
Iowa
$395K +$40.4K +609 +11%
NAM
173
NTV Asset Management
West Virginia
$385K – – –
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$384K +$38.9K +587 +11%
CF
175
Centaurus Financial
California
$375K -$126K -1,906 -25%
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