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First Trust Long/Short Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 5954 (-5)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
54
Holders Change
-5
Holders Change %
-8.47%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24.7M +$13.6M +353,327 +128%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$19.8M +$682K +17,752 +4%
Morgan Stanley
3
Morgan Stanley
New York
$18.6M +$1.8M +46,837 +11%
CG
4
Colony Group
Massachusetts
$16.6M -$4.39M -114,283 -21%
PAG
5
Private Advisor Group
New Jersey
$15.6M +$1.1M +28,505 +8%
FAIM
6
Financial Advocates Investment Management
Washington
$4.79M -$456K -11,869 -9%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.67M -$4.31M -112,096 -48%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$3.21M -$30.7K -800 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.08M +$519K +13,514 +34%
MML Investors Services
10
MML Investors Services
Massachusetts
$2.01M +$134K +3,497 +7%
GSWM
11
Golden State Wealth Management
California
$1.85M +$1.82M +47,234 New
WP
12
WealthPLAN Partners
Nebraska
$1.31M -$232K -6,036 -15%
FCBT
13
First Citizens Bank & Trust
North Carolina
$952K +$332K +8,650 +55%
Jane Street
14
Jane Street
New York
$885K -$218K -5,674 -20%
NWM
15
Northwest Wealth Management
Iowa
$733K
CAN
16
Cetera Advisor Networks
California
$680K +$148K +3,860 +29%
Citadel Advisors
17
Citadel Advisors
Florida
$645K +$632K +16,446 New
FAAS
18
First Allied Advisory Services
California
$639K -$61.1K -1,590 -9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$610K -$166K -4,318 -22%
RJA
20
Raymond James & Associates
Florida
$562K +$3.34K +87 +0.6%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$530K +$1.04K +27 +0.2%
GWM
22
Geneos Wealth Management
Colorado
$438K -$195K -5,068 -31%
AG
23
Advisor Group
Arizona
$396K +$109K +2,841 +39%
IFWM
24
Institute for Wealth Management
Colorado
$333K -$78.7K -2,047 -19%
CI
25
CX Institutional
Indiana
$333K +$240K +6,239 +277%