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First Trust Long/Short Equity ETF
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169 hedge funds and large institutions have $832M invested in First Trust Long/Short Equity ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

6% more funds holding

Funds holding: 160 → 169 (+9)

4% more capital invested

Capital invested by funds: $799M → $832M (+$33M)

15.28% less ownership

Funds ownership: 92.29% → 77.01% (-15%)

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.43%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
26
Increased
79
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$19.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.2M
4
WEG
World Equity Group
Illinois
+$8.68M
5
PAG
Private Advisor Group
New Jersey
+$7.34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$95.8M
2
FA
FDx Advisors
Illinois
-$9.57M
3
FHA
Flagship Harbor Advisors
Massachusetts
-$6.4M
4
Truist Financial
Truist Financial
North Carolina
-$5.23M
5
SWP
Stratos Wealth Partners
Ohio
-$4.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
– -$401K -7,130 Closed
Goldman Sachs
177
Goldman Sachs
New York
– -$231K -4,107 Closed
IFWM
178
Institute for Wealth Management
Colorado
– -$230K -4,089 Closed
TFP
179
Traction Financial Partners
Wyoming
– -$213K -3,792 Closed
RFG
180
REAP Financial Group
Texas
– -$68.7K -1,221 Closed
WWMSC
181
Wagner Wealth Management (South Carolina)
South Carolina
– -$20.9K -372 Closed
Simplex Trading
182
Simplex Trading
Illinois
– -$5K -100 Closed
LF
183
Lee Financial
Texas
– -$4.22K -75 Closed
4 5 6 7
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