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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
ODG
176
O'Dell Group
Ohio
$327K -$52.3K -800 -14%
WS
177
Wedbush Securities
California
$315K +$10.7K +163 +4%
DC
178
Davenport & Co
Virginia
$314K +$12.5K +191 +4%
QPWM
179
Quadrant Private Wealth Management
Pennsylvania
$311K +$6.21K +95 +2%
SAW
180
Signal Advisors Wealth
Michigan
$306K -$38.4K -587 -11%
HGERS
181
Householder Group Estate & Retirement Specialist
Arizona
$301K +$6.73K +103 +2%
MQWP
182
Morey & Quinn Wealth Partners
Nebraska
$296K +$294K +4,500 New
MWM
183
Maripau Wealth Management
Indiana
$296K +$293K +4,491 New
CAL
184
Capital Analysts LLC
Pennsylvania
$292K +$30.7K +470 +12%
M
185
MATAURO
New York
$288K +$286K +4,373 New
UAG
186
United Advisor Group
Ohio
$275K +$273K +4,175 New
BAS
187
Breakthru Advisory Services
Wisconsin
$268K +$266K +4,075 New
RIS
188
Richmond Investment Services
Wisconsin
$265K +$263K +4,023 New
AFP
189
Ausdal Financial Partners
Iowa
$257K +$255K +3,910 New
PPH
190
Pure Portfolios Holdings
Oregon
$256K +$254K +3,887 New
LKBC
191
L.K. Benson & Company
Maryland
$249K +$248K +3,791 New
SFC
192
Strategic Financial Concepts
Texas
$248K +$247K +3,773 New
TA
193
TFB Advisors
Kansas
$242K +$240K +3,671 New
PFA
194
Pinnacle Family Advisors
Missouri
$239K +$12.7K +194 +6%
RA
195
RFG Advisory
Alabama
$233K -$46.7K -714 -17%
IAS
196
Insigneo Advisory Services
Florida
$227K +$6.27K +96 +3%
CL
197
Choreo LLC
Illinois
$222K -$33.3K -510 -13%
CSP
198
Cary Street Partners
Virginia
$212K +$210K +3,216 New
TCA
199
Transcend Capital Advisors
New Jersey
$211K -$2.35K -36 -1%
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$209K -$750K -11,475 -78%