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First Trust Long/Short Equity ETF

35 hedge funds and large institutions have $66.5M invested in First Trust Long/Short Equity ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $66.3M → $66.5M (+$117K)

1.64% less ownership

Funds ownership: 60.33%58.69% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

17% less funds holding

Funds holding: 4235 (-7)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
35
Holders Change
-7
Holders Change %
-16.67%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change

FTLS Hedge Fund Activity: Q3 2017 in Review

35 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q3 2017, worth a combined $66.5M — up 0.18% from $66.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FTLS and 3 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was IFP Advisors, adding an estimated $1.46M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.99M sold.

  • 35 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q3 2017, down from 42 in Q2 2017.
  • Funds reported $66.5M of First Trust Long/Short Equity ETF stock for Q3 2017, up 0.18% quarter-over-quarter.
  • 3 funds opened new First Trust Long/Short Equity ETF positions in Q3 2017 and 8 closed out, a net change of -5 holders.
  • The largest First Trust Long/Short Equity ETF buyer in Q3 2017 was IFP Advisors, an estimated $1.46M added.
  • The largest First Trust Long/Short Equity ETF seller in Q3 2017 was Envestnet Asset Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2017.