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First Trust Long/Short Equity ETF

234 hedge funds and large institutions have $1.58B invested in First Trust Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.01% more ownership

Funds ownership: 81.59%82.61% (+1%)

0% less funds holding

Funds holding: 235234 (-1)

64% less capital invested

Capital invested by funds: $4.4B → $1.58B (-$2.82B)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
30
Increased
127
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
176
International Assets Investment Management
Florida
$345K -$17.3K -262 -5%
FPWM
177
FSB Premier Wealth Management
Iowa
$343K +$1.19K +18 +0.3%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$333K -$8.67K -131 -2%
CAL
179
Capital Analysts LLC
Pennsylvania
$322K +$38.6K +584 +13%
GWA
180
GGM Wealth Advisors
Maryland
$312K -$134K -2,026 -29%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$311K +$111K +1,675 +53%
DC
182
Davenport & Co
Virginia
$306K
MQWP
183
Morey & Quinn Wealth Partners
Nebraska
$306K +$17.8K +269 +6%
M
184
MATAURO
New York
$294K +$14K +211 +5%
AO
185
Advisor OS
Illinois
$287K +$296K +4,474 New
UAG
186
United Advisor Group
Ohio
$268K
OAS
187
Optivise Advisory Services
Tennessee
$264K -$917K -13,862 -77%
QPWM
188
Quadrant Private Wealth Management
Pennsylvania
$259K -$45.6K -690 -15%
SFC
189
Strategic Financial Concepts
Texas
$257K +$15.4K +233 +6%
LKBC
190
L.K. Benson & Company
Maryland
$243K
PFA
191
Pinnacle Family Advisors
Missouri
$235K +$1.92K +29 +0.8%
RA
192
RFG Advisory
Alabama
$234K +$7.87K +119 +3%
PGF
193
Plan Group Financial
Oklahoma
$222K +$230K +3,472 New
GIA
194
Gladstone Institutional Advisory
Florida
$222K +$229K +3,465 New
BWP
195
Balboa Wealth Partners
Arizona
$220K -$277K -4,182 -55%
MWM
196
Maripau Wealth Management
Indiana
$218K -$72.4K -1,094 -24%
TCA
197
Transcend Capital Advisors
New Jersey
$211K +$5.36K +81 +3%
PTC
198
Private Trust Company
Ohio
$208K +$26.2K +396 +14%
TWC
199
TD Waterhouse Canada
Ontario, Canada
$208K -$310K -4,685 -59%
GK
200
Graney & King
New York
$189K +$132 +2 +0.1%