First Trust Long/Short Equity ETF
FTLS
54 hedge funds and large institutions have $126M invested in First Trust Long/Short Equity ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 13 closing their positions.
10% more capital invested
Capital invested by funds: $115M → $126M (+$11M)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
2.51% less ownership
Funds ownership: 68.9% → 66.39% (-2.5%)
8% less funds holding
Funds holding: 59 → 54 (-5)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.6M |
| 2 |
Morgan Stanley
New York
|
+$1.8M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$682K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$632K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
-$4.39M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$4.31M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$2.5M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$570K |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$456K |
FTLS Hedge Fund Activity: Q1 2019 in Review
54 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q1 2019, worth a combined $126M — up 9.5% from $115M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FTLS and 11 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 16 added.
The largest buyer was LPL Financial, adding an estimated $13.6M. The largest seller was Colony Group, cutting an estimated $4.39M.
- 54 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q1 2019, down from 59 in Q4 2018.
- Funds reported $126M of First Trust Long/Short Equity ETF stock for Q1 2019, up 9.5% quarter-over-quarter.
- 11 funds opened new First Trust Long/Short Equity ETF positions in Q1 2019 and 13 closed out, a net change of -2 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q1 2019 was LPL Financial, an estimated $13.6M added.
- The largest First Trust Long/Short Equity ETF seller in Q1 2019 was Colony Group, an estimated $4.39M sold.
Based on aggregated 13F filings for Q1 2019.