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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 America
201
Bank of America
North Carolina
$99.1K 1,546 +1,412 +1,054%
SIM
202
Synergy Investment Management
Florida
$97.3K 1,518 +55 +4%
OC
203
Oakworth Capital
Alabama
$89.7K 1,400 – –
GI
204
GAMMA Investing
California
$87K 1,357 -343 -20%
AG
205
AmeriFlex Group
Nevada
$86.3K 1,346 +1,346 New
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$83.4K 1,305 +655 +101%
SC
207
SouthState Corp
Florida
$82.3K 1,284 +1,224 +2,040%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$76.6K 1,195 +1,195 New
WSFS
209
Wilmington Savings Fund Society
Delaware
$75.9K 1,184 – –
PS
210
Principal Securities
Iowa
$62.8K 955 – –
US Bancorp
211
US Bancorp
Minnesota
$60.6K 946 – –
NS
212
NBC Securities
Alabama
$51K 803 +803 New
BTI
213
Blue Trust Inc
Georgia
$50.6K 789 – –
LFG
214
Larson Financial Group
Missouri
$46.5K 725 +2 +0.3%
CI
215
CX Institutional
Indiana
$41K 634 +634 New
SS
216
SBI Securities
Japan
$35.8K 559 +42 +8%
CA
217
CoreCap Advisors
Michigan
$35.1K 547 +505 +1,202%
CFP
218
Comprehensive Financial Planning
Pennsylvania
$33K 515 -32 -6%
LRWM
219
Lord & Richards Wealth Management
Colorado
$31K 484 +484 New
RF
220
Rossby Financial
Florida
$29.5K 468 +468 New
PPC
221
Park Place Capital
Alabama
$22.9K 357 – –
Wells Fargo
222
Wells Fargo
California
$21.7K 339 -396 -54%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$17.2K 269 – –
Jones Financial Companies
224
Jones Financial Companies
Missouri
$11.1K 175 +143 +447%
MCM
225
MAI Capital Management
Ohio
$8.54K 133 +133 New
7 8
9
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