First Trust Long/Short Equity ETF
FTLS
40 hedge funds and large institutions have $79.3M invested in First Trust Long/Short Equity ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
19% more capital invested
Capital invested by funds: $66.5M → $79.3M (+$12.9M)
14% more funds holding
Funds holding: 35 → 40 (+5)
0.19% less ownership
Funds ownership: 58.69% → 58.5% (-0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.24M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.58M |
| 3 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$836K |
| 4 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
+$715K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$573K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IH
IFC Holdings
Tampa,
Florida
|
-$1.11M |
| 2 |
Jane Street
New York
|
-$614K |
| 3 |
VF
Virtu Financial
New York
|
-$440K |
| 4 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
-$218K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$136K |
FTLS Hedge Fund Activity: Q4 2017 in Review
40 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q4 2017, worth a combined $79.3M — up 19% from $66.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FTLS positions and 3 closed out — a net gain of 6 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.24M. The largest seller was IFC Holdings, cutting an estimated $1.11M.
- 40 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q4 2017, up from 35 in Q3 2017.
- Funds reported $79.3M of First Trust Long/Short Equity ETF stock for Q4 2017, up 19% quarter-over-quarter.
- 9 funds opened new First Trust Long/Short Equity ETF positions in Q4 2017 and 3 closed out, a net change of +6 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q4 2017 was Morgan Stanley, an estimated $2.24M added.
- The largest First Trust Long/Short Equity ETF seller in Q4 2017 was IFC Holdings, an estimated $1.11M sold.
Based on aggregated 13F filings for Q4 2017.