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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
SMA
201
Sage Mountain Advisors
Georgia
$200K +$199K +3,040 New
GK
202
Graney & King
New York
$194K +$193K +2,953 New
AF
203
Allworth Financial
California
$190K +$50.4K +771 +38%
PTC
204
Private Trust Company
Ohio
$188K +$48.7K +746 +35%
WI
205
Wintrust Investments
Illinois
$113K +$29.6K +453 +36%
GI
206
GAMMA Investing
California
$112K +$23.1K +353 +26%
BlackRock
207
BlackRock
New York
$111K +$110K +1,689 New
SIM
208
Synergy Investment Management
Florida
$96.3K +$95.6K +1,463 New
OC
209
Oakworth Capital
Alabama
$92.1K
WSFS
210
Wilmington Savings Fund Society
Delaware
$77.9K
PS
211
Principal Securities
Iowa
$62.8K +$15.1K +231 +32%
US Bancorp
212
US Bancorp
Minnesota
$62.3K +$61.8K +946 New
TAM
213
Tucker Asset Management
Colorado
$56.7K +$17.6K +270 +46%
BTI
214
Blue Trust Inc
Georgia
$51.9K +$51.6K +789 New
Wells Fargo
215
Wells Fargo
California
$48.4K +$42.5K +651 +775%
LFG
216
Larson Financial Group
Missouri
$47.6K -$116K -1,772 -71%
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$42.8K
CFP
218
Comprehensive Financial Planning
Pennsylvania
$36K +$35.7K +547 New
CP
219
Castleview Partners
Texas
$35.2K +$35K +535 New
SS
220
SBI Securities
Japan
$34K +$33.8K +517 New
KIM
221
Kestra Investment Management
Texas
$23.8K +$23.7K +362 New
PPC
222
Park Place Capital
Alabama
$23.5K
HWA
223
Heritage Wealth Advisors
Virginia
$19K +$18.9K +289 New
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$17.7K -$70.2K -1,074 -80%
TSMHT
225
Thurston Springer Miller Herd & Titak
Indiana
$15.6K