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First Trust Long/Short Equity ETF

46 hedge funds and large institutions have $84.4M invested in First Trust Long/Short Equity ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

12% more funds holding

Funds holding: 4146 (+5)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

2% less capital invested

Capital invested by funds: $86.1M → $84.4M (-$1.7M)

1.83% less ownership

Funds ownership: 56.7%54.87% (-1.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
12
Reduced
12
Closed
4
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
$17.6M +$713K +18,242 +4%
Morgan Stanley
2
Morgan Stanley
New York
$15M -$101K -2,583 -0.7%
IA
3
IFP Advisors
Florida
$11.7M +$1.12M +28,512 +10%
LPL Financial
4
LPL Financial
California
$7.18M -$1.28M -32,600 -15%
FAIM
5
Financial Advocates Investment Management
Washington
$5.47M +$218K +5,581 +4%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.89M -$478K -12,231 -9%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.33M
CG
8
Colony Group
Massachusetts
$2.92M -$49.9K -1,275 -2%
TA
9
TMD & Associates
Arizona
$2.75M -$1.86M -47,514 -40%
PAS
10
Partnervest Advisory Services
California
$1.83M +$29.5K +753 +2%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.54M +$187K +4,773 +14%
Jane Street
12
Jane Street
New York
$1.03M -$49.4K -1,262 -5%
GWM
13
Geneos Wealth Management
Colorado
$872K
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$846K +$158K +4,041 +23%
NWM
15
Northwest Wealth Management
Iowa
$728K
FAAS
16
First Allied Advisory Services
California
$630K +$44.8K +1,146 +8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$534K -$94.8K -2,424 -15%
VF
18
Virtu Financial
New York
$517K +$519K +13,278 New
IFWM
19
Institute for Wealth Management
Colorado
$424K -$330K -8,445 -44%
FHC
20
First Heartland Consultants
Missouri
$413K +$151K +3,850 +57%
CAN
21
Cetera Advisor Networks
California
$334K +$66.5K +1,701 +25%
Comerica Bank
22
Comerica Bank
Texas
$320K -$3.44K -88 -1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$300K +$84.3K +2,156 +39%
RJA
24
Raymond James & Associates
Florida
$298K -$461K -11,799 -61%
Stifel Financial
25
Stifel Financial
Missouri
$298K +$7.82K +200 +3%