We are live on ! Find out more
FTLS icon

First Trust Long/Short Equity ETF

35 hedge funds and large institutions have $62.3M invested in First Trust Long/Short Equity ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

3% more funds holding

Funds holding: 3435 (+1)

4% more capital invested

Capital invested by funds: $60.1M → $62.3M (+$2.18M)

0.42% less ownership

Funds ownership: 52.73%52.31% (-0.42%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
11
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.8M -$1.47M -43,790 -10%
RJA
2
Raymond James & Associates
Florida
$11.2M +$4.94M +146,770 +82%
LPL Financial
3
LPL Financial
California
$6.6M -$237K -7,046 -4%
IA
4
IFP Advisors
Florida
$5.57M +$355K +10,550 +7%
AG
5
Advisor Group
Arizona
$4.12M -$3.14M -93,464 -44%
IH
6
IFC Holdings
Florida
$3.45M -$55.3K -1,645 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.34M +$946K +28,119 +71%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.65M +$608K +18,088 +60%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.51M +$1.48M +43,859 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.41M -$212K -6,306 -13%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.36M +$992K +29,500 +297%
MFS
12
MSI Financial Services
Massachusetts
$1.31M +$88.6K +2,634 +7%
GWM
13
Geneos Wealth Management
Colorado
$1.2M -$13.1K -389 -1%
FHC
14
First Heartland Consultants
Missouri
$864K -$1.22M -36,361 -59%
CG
15
Colony Group
Massachusetts
$856K +$303K +9,017 +57%
Jane Street
16
Jane Street
New York
$854K -$775K -23,038 -48%
PAS
17
Partnervest Advisory Services
California
$765K -$7.74K -230 -1%
NWM
18
Northwest Wealth Management
Iowa
$571K +$557K +16,545 New
Citadel Advisors
19
Citadel Advisors
Florida
$514K -$593K -17,614 -54%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$505K -$50.3K -1,495 -9%
UBS Group
21
UBS Group
Switzerland
$300K +$34.9K +1,038 +14%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$259K +$252K +7,499 New
Ameriprise
23
Ameriprise
Minnesota
$246K +$239K +7,117 New
FAAS
24
First Allied Advisory Services
California
$244K -$5.38K -160 -2%
Stifel Financial
25
Stifel Financial
Missouri
$232K +$227K +6,735 New