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First Trust Long/Short Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 5459 (+5)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
20
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$20M +$17.8M +463,506 +622%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18M +$581K +15,128 +3%
Morgan Stanley
3
Morgan Stanley
New York
$15.9M -$722K -18,804 -4%
PAG
4
Private Advisor Group
New Jersey
$13.7M +$14.1M +368,444 New
LPL Financial
5
LPL Financial
California
$10.3M +$65.9K +1,716 +0.6%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.57M +$4.22M +110,030 +91%
FAIM
7
Financial Advocates Investment Management
Washington
$4.97M -$18.4K -480 -0.4%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$3.06M +$562K +14,628 +22%
FCAG
9
First Capital Advisors Group
New Jersey
$3M +$3.1M +80,861 New
IWM
10
IHT Wealth Management
Illinois
$2.5M +$985K +25,672 New
MML Investors Services
11
MML Investors Services
Massachusetts
$1.77M +$179K +4,673 +11%
WP
12
WealthPLAN Partners
Nebraska
$1.53M +$337K +8,782 +29%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.46M +$365K +9,510 +32%
Jane Street
14
Jane Street
New York
$1.05M +$1.08M +28,257 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$737K +$195K +5,067 +34%
NWM
16
Northwest Wealth Management
Iowa
$693K
FAAS
17
First Allied Advisory Services
California
$664K +$29.4K +767 +5%
IA
18
IFP Advisors
Florida
$613K -$12.9M -336,034 -95%
GWM
19
Geneos Wealth Management
Colorado
$599K -$152K -3,947 -20%
FCBT
20
First Citizens Bank & Trust
North Carolina
$579K +$600K +15,620 New
RJA
21
Raymond James & Associates
Florida
$529K +$239K +6,221 +77%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$500K +$141K +3,671 +37%
CAN
23
Cetera Advisor Networks
California
$499K +$126K +3,276 +32%
IFWM
24
Institute for Wealth Management
Colorado
$390K +$1.46K +38 +0.4%
FHC
25
First Heartland Consultants
Missouri
$370K -$30.7K -800 -7%