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First Trust Long/Short Equity ETF

41 hedge funds and large institutions have $86.1M invested in First Trust Long/Short Equity ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $79.3M → $86.1M (+$6.83M)

3% more funds holding

Funds holding: 4041 (+1)

1.8% less ownership

Funds ownership: 58.5%56.7% (-1.8%)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
14
Reduced
11
Closed
6
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
$16.9M -$49.5K -1,239 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$15M +$1.79M +44,881 +13%
IA
3
IFP Advisors
Florida
$10.7M
LPL Financial
4
LPL Financial
California
$8.44M +$2.44M +61,122 +39%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.36M -$1.23M -30,749 -18%
FAIM
6
Financial Advocates Investment Management
Washington
$5.25M +$1.38M +34,549 +34%
TA
7
TMD & Associates
Arizona
$4.59M +$4.71M +118,005 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$4.33M +$1.13M +28,414 +34%
CG
9
Colony Group
Massachusetts
$2.96M -$106K -2,662 -3%
PAS
10
Partnervest Advisory Services
California
$1.8M +$50.3K +1,260 +3%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.35M +$135K +3,371 +11%
Jane Street
12
Jane Street
New York
$1.08M +$747K +18,713 +209%
GWM
13
Geneos Wealth Management
Colorado
$871K -$24.7K -618 -3%
LI
14
LVZ Inc
Michigan
$760K +$13.6K +340 +2%
RJA
15
Raymond James & Associates
Florida
$757K +$42.7K +1,069 +6%
IFWM
16
Institute for Wealth Management
Colorado
$748K -$34.3K -858 -4%
NWM
17
Northwest Wealth Management
Iowa
$727K
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$687K +$705K +17,662 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$627K -$80.6K -2,017 -11%
FAAS
20
First Allied Advisory Services
California
$583K +$181K +4,520 +44%
Comerica Bank
21
Comerica Bank
Texas
$317K +$2.04K +51 +0.6%
Stifel Financial
22
Stifel Financial
Missouri
$289K -$6.19K -155 -2%
CAN
23
Cetera Advisor Networks
California
$268K +$9.63K +241 +4%
FHC
24
First Heartland Consultants
Missouri
$262K -$18K -450 -6%
JP Morgan Chase
25
JP Morgan Chase
New York
$251K +$1.76K +44 +0.7%