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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 %
WS
176
Wedbush Securities
California
$315K +$10.7K +163 +4%
DC
177
Davenport & Co
Virginia
$314K +$12.6K +191 +4%
QPWM
178
Quadrant Private Wealth Management
Pennsylvania
$311K +$6.25K +95 +2%
SAW
179
Signal Advisors Wealth
Michigan
$306K -$38.6K -587 -11%
HGERS
180
Householder Group Estate & Retirement Specialist
Arizona
$301K +$6.76K +103 +2%
MQWP
181
Morey & Quinn Wealth Partners
Nebraska
$296K +$296K +4,500 New
MWM
182
Maripau Wealth Management
Indiana
$296K +$296K +4,491 New
CAL
183
Capital Analysts LLC
Pennsylvania
$292K +$30.9K +470 +12%
M
184
MATAURO
New York
$288K +$288K +4,373 New
UAG
185
United Advisor Group
Ohio
$275K +$275K +4,175 New
BAS
186
Breakthru Advisory Services
Wisconsin
$268K +$268K +4,075 New
RIS
187
Richmond Investment Services
Wisconsin
$265K +$265K +4,023 New
AFP
188
Ausdal Financial Partners
Iowa
$257K +$257K +3,910 New
PPH
189
Pure Portfolios Holdings
Oregon
$256K +$256K +3,887 New
LKBC
190
L.K. Benson & Company
Maryland
$249K +$249K +3,791 New
SFC
191
Strategic Financial Concepts
Texas
$248K +$248K +3,773 New
TA
192
TFB Advisors
Kansas
$242K +$242K +3,671 New
PFA
193
Pinnacle Family Advisors
Missouri
$239K +$12.8K +194 +6%
RA
194
RFG Advisory
Alabama
$233K -$47K -714 -17%
IAS
195
Insigneo Advisory Services
Florida
$227K +$6.32K +96 +3%
CL
196
Choreo LLC
Illinois
$222K -$33.6K -510 -13%
CSP
197
Cary Street Partners
Virginia
$212K +$212K +3,216 New
TCA
198
Transcend Capital Advisors
New Jersey
$211K -$2.37K -36 -1%
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$209K -$755K -11,475 -78%
SMA
200
Sage Mountain Advisors
Georgia
$200K +$200K +3,040 New
6 7
8
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