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First Trust Long/Short Equity ETF

36 hedge funds and large institutions have $65.2M invested in First Trust Long/Short Equity ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more funds holding

Funds holding: 3536 (+1)

5% more capital invested

Capital invested by funds: $62.3M → $65.2M (+$2.94M)

4.65% less ownership

Funds ownership: 52.31%47.66% (-4.6%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.6M +$13.2M +378,755 +925%
Morgan Stanley
2
Morgan Stanley
New York
$14.1M +$161K +4,613 +1%
LPL Financial
3
LPL Financial
California
$6.11M -$517K -14,860 -8%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.08M +$6.07M +174,307 New
IA
5
IFP Advisors
Florida
$6.04M +$418K +11,995 +7%
IH
6
IFC Holdings
Florida
$3.09M -$391K -11,227 -11%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.72M +$2.09M +60,155 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.94M -$424K -12,164 -18%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.78M +$107K +3,067 +6%
GWM
10
Geneos Wealth Management
Colorado
$1.06M -$156K -4,482 -13%
Jane Street
11
Jane Street
New York
$1.01M +$151K +4,341 +18%
CG
12
Colony Group
Massachusetts
$1M +$138K +3,968 +16%
PAS
13
Partnervest Advisory Services
California
$782K +$9.37K +269 +1%
NWM
14
Northwest Wealth Management
Iowa
$652K +$74.8K +2,148 +13%
FHC
15
First Heartland Consultants
Missouri
$532K -$341K -9,779 -39%
RJA
16
Raymond James & Associates
Florida
$523K -$10.8M -310,589 -95%
AG
17
Advisor Group
Arizona
$519K -$3.64M -104,546 -88%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$480K -$30.4K -874 -6%
VKH
19
Virtu KCG Holdings
New York
$388K +$388K +11,131 New
Comerica Bank
20
Comerica Bank
Texas
$308K +$301K +8,653 New
CAN
21
Cetera Advisor Networks
California
$278K +$279K +8,024 New
Stifel Financial
22
Stifel Financial
Missouri
$256K +$23.1K +663 +10%
TSS
23
Two Sigma Securities
New York
$243K +$243K +6,976 New
FFA
24
First Foundation Advisors
California
$202K +$201K +5,783 New
JP Morgan Chase
25
JP Morgan Chase
New York
$159K -$174 -5 -0.1%