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First Trust Long/Short Equity ETF
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Overview Fund Activity

232 hedge funds and large institutions have $1.57B invested in First Trust Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.15%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.18%
New
30
Increased
126
Reduced
58
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$393M
2
Ameriprise
2
Ameriprise
Minnesota
$140M
3
LPL Financial
3
LPL Financial
California
$145M
4
HPC
4
Hobart Private Capital
North Carolina
$19.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$19.8M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$9.69M
2
AAA
2
American Alpha Advisors
New York
$0
3
AWA
3
Authentikos Wealth Advisory
California
$0
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
OL
5
Owen LaRue
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$333K 5,199 -131 -2%
CAL
177
Capital Analysts LLC
Pennsylvania
$322K 5,021 +584 +13%
GWA
178
GGM Wealth Advisors
Maryland
$312K 4,936 -2,026 -29%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$311K 4,847 +1,675 +53%
DC
180
Davenport & Co
Virginia
$306K 4,778 – –
MQWP
181
Morey & Quinn Wealth Partners
Nebraska
$306K 4,769 +269 +6%
M
182
MATAURO
New York
$294K 4,584 +211 +5%
AO
183
Advisor OS
Illinois
$287K 4,474 +4,474 New
UAG
184
United Advisor Group
Ohio
$268K 4,175 – –
OAS
185
Optivise Advisory Services
Tennessee
$264K 4,123 -13,862 -77%
QPWM
186
Quadrant Private Wealth Management
Pennsylvania
$259K 4,043 -690 -15%
SFC
187
Strategic Financial Concepts
Texas
$257K 4,006 +233 +6%
LKBC
188
L.K. Benson & Company
Maryland
$243K 3,791 – –
PFA
189
Pinnacle Family Advisors
Missouri
$235K 3,667 +29 +0.8%
RA
190
RFG Advisory
Alabama
$234K 3,654 +119 +3%
PGF
191
Plan Group Financial
Oklahoma
$222K 3,472 +3,472 New
GIA
192
Gladstone Institutional Advisory
Florida
$222K 3,465 +3,465 New
BWP
193
Balboa Wealth Partners
Arizona
$220K 3,438 -4,182 -55%
MWM
194
Maripau Wealth Management
Indiana
$218K 3,397 -1,094 -24%
TCA
195
Transcend Capital Advisors
New Jersey
$211K 3,286 +81 +3%
PTC
196
Private Trust Company
Ohio
$208K 3,250 +396 +14%
TWC
197
TD Waterhouse Canada
Ontario, Canada
$208K 3,263 -4,685 -59%
GK
198
Graney & King
New York
$189K 2,955 +2 +0.1%
AF
199
Allworth Financial
California
$157K 2,489 -300 -11%
BlackRock
200
BlackRock
New York
$108K 1,689 – –
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8
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