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First Trust Long/Short Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GK
201
Graney & King
New York
$194K +$194K +2,953 New
AF
202
Allworth Financial
California
$190K +$52.4K +771 +38%
PTC
203
Private Trust Company
Ohio
$188K +$49.1K +746 +35%
WI
204
Wintrust Investments
Illinois
$113K +$29.7K +453 +36%
GI
205
GAMMA Investing
California
$112K +$23.2K +353 +26%
BlackRock
206
BlackRock
New York
$111K +$111K +1,689 New
SIM
207
Synergy Investment Management
Florida
$96.3K +$96.3K +1,463 New
OC
208
Oakworth Capital
Alabama
$92.1K
WSFS
209
Wilmington Savings Fund Society
Delaware
$77.9K
PS
210
Principal Securities
Iowa
$62.8K +$15.2K +231 +32%
US Bancorp
211
US Bancorp
Minnesota
$62.3K +$62.3K +946 New
TAM
212
Tucker Asset Management
Colorado
$56.7K +$17.8K +270 +46%
BTI
213
Blue Trust Inc
Georgia
$51.9K +$51.9K +789 New
Wells Fargo
214
Wells Fargo
California
$48.4K +$42.8K +651 +775%
LFG
215
Larson Financial Group
Missouri
$47.6K -$117K -1,772 -71%
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$42.8K
CFP
217
Comprehensive Financial Planning
Pennsylvania
$36K +$36K +547 New
CP
218
Castleview Partners
Texas
$35.2K +$35.2K +535 New
SS
219
SBI Securities
Japan
$34K +$34K +517 New
KIM
220
Kestra Investment Management
Texas
$23.8K +$23.8K +362 New
PPC
221
Park Place Capital
Alabama
$23.5K
HWA
222
Heritage Wealth Advisors
Virginia
$19K +$19K +289 New
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$17.7K -$70.7K -1,074 -80%
TSMHT
224
Thurston Springer Miller Herd & Titak
Indiana
$15.6K
SS
225
Sunbelt Securities
Texas
$12.3K