First Trust Long/Short Equity ETF
FTLS
59 hedge funds and large institutions have $115M invested in First Trust Long/Short Equity ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
21% more capital invested
Capital invested by funds: $95.5M → $115M (+$19.8M)
12% more ownership
Funds ownership: 56.9% → 68.9% (+12%)
9% more funds holding
Funds holding: 54 → 59 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$17.8M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$14.1M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.22M |
| 4 |
FCAG
First Capital Advisors Group
Little Silver,
New Jersey
|
+$3.1M |
| 5 |
Jane Street
New York
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$12.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.92M |
| 3 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$1.87M |
| 4 |
Morgan Stanley
New York
|
-$722K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$258K |
FTLS Hedge Fund Activity: Q4 2018 in Review
59 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q4 2018, worth a combined $115M — up 21% from $95.5M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FTLS positions and 9 closed out — a net gain of 8 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Colony Group, adding an estimated $17.8M. The largest seller was IFP Advisors, cutting an estimated $12.9M.
- 59 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q4 2018, up from 54 in Q3 2018.
- Funds reported $115M of First Trust Long/Short Equity ETF stock for Q4 2018, up 21% quarter-over-quarter.
- 17 funds opened new First Trust Long/Short Equity ETF positions in Q4 2018 and 9 closed out, a net change of +8 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q4 2018 was Colony Group, an estimated $17.8M added.
- The largest First Trust Long/Short Equity ETF seller in Q4 2018 was IFP Advisors, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2018.