FTLS icon

First Trust Long/Short Equity ETF
FTLS

Overview Fund Activity

37 hedge funds and large institutions have $63.5M invested in First Trust Long/Short Equity ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+10
Holders Change %
+37.04%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
13
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13M
2
RJA
2
Raymond James & Associates
Florida
$5.17M
3
LPL Financial
3
LPL Financial
California
$10.1M
4
FAAS
4
First Allied Advisory Services
California
$3.55M
5
SAM
5
Stringer Asset Management
Tennessee
$2.78M

Top Sellers

1
IA
1
IFP Advisors
Florida
$71K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.65M
5
PCP
5
Proficio Capital Partners
Massachusetts
$15K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13M 406,394 +406,394 New
LPL Financial
2
LPL Financial
California
$10.1M 316,002 +127,148 +67%
RDM
3
Retirement Design & Management
Connecticut
$5.94M 185,731 +2,299 +1%
RJA
4
Raymond James & Associates
Florida
$5.17M 161,606 +161,606 New
FAAS
5
First Allied Advisory Services
California
$3.55M 110,969 +110,969 New
SAM
6
Stringer Asset Management
Tennessee
$2.78M 86,876 +86,876 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.68M 83,668 +20,740 +33%
MFS
8
MSI Financial Services
Massachusetts
$2.41M 75,401 +12,560 +20%
RA
9
RFG Advisory
Alabama
$2.27M 71,025 +71,025 New
TFA
10
Transamerica Financial Advisors
Florida
$1.88M 58,601 -1,603 -3%
FHC
11
First Heartland Consultants
Missouri
$1.75M 54,685 +15,857 +41%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.65M 51,894 -24,434 -32%
IH
13
IFC Holdings
Florida
$1.44M 44,776 +44,776 New
GWM
14
Geneos Wealth Management
Colorado
$1.39M 43,381 +43,381 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.39M 43,473 +41,704 +2,357%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.09M 34,015 -5,310 -14%
LI
17
LVZ Inc
Michigan
$818K 25,561 +17,619 +222%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$804K 25,187 +25,187 New
PAS
19
Partnervest Advisory Services
California
$554K 17,326 +687 +4%
AGA
20
Accuvest Global Advisors
Utah
$465K 14,520 +25 +0.2%
CG
21
Colony Group
Massachusetts
$456K 14,261 +1,975 +16%
CAM
22
Concorde Asset Management
Michigan
$401K 12,574 -11 -0.1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$396K 12,384 +5,349 +76%
YP
24
Yellowstone Partners
Idaho
$345K 10,779 +10,779 New
AIG
25
American International Group
New York
$231K 7,222 +360 +5%
1
2