We are live on ! Find out more
FTLS icon

First Trust Long/Short Equity ETF

63 hedge funds and large institutions have $157M invested in First Trust Long/Short Equity ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

13% more funds holding

Funds holding: 5663 (+7)

10% more capital invested

Capital invested by funds: $143M → $157M (+$13.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.24% less ownership

Funds ownership: 77.99%68.76% (-9.2%)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
26
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
WealthPLAN Partners
Nebraska
$25.2M +$57.4K +1,408 +0.2%
LPL Financial
2
LPL Financial
California
$25.1M +$474K +11,624 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.4M +$1.82M +44,649 +9%
Morgan Stanley
4
Morgan Stanley
New York
$22.2M +$2.32M +56,838 +12%
CG
5
Colony Group
Massachusetts
$15.4M -$169K -4,138 -1%
PAG
6
Private Advisor Group
New Jersey
$10.3M +$156K +3,825 +2%
BTS
7
BB&T Securities
Virginia
$7.98M +$7.93M +194,612 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.33M +$2.59M +63,606 +96%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$3.81M +$304K +7,455 +9%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.33M -$49K -1,204 -2%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.73M -$335K -8,225 -16%
IA
12
IFP Advisors
Florida
$1.2M +$1.2M +29,399 New
FAIM
13
Financial Advocates Investment Management
Washington
$1.11M -$2.09M -51,288 -65%
BFG
14
Barber Financial Group
Kansas
$854K +$4.03K +99 +0.5%
FAAS
15
First Allied Advisory Services
California
$838K +$109K +2,667 +15%
NWM
16
Northwest Wealth Management
Iowa
$766K
CI
17
CX Institutional
Indiana
$701K +$22.6K +555 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$685K +$17.8K +437 +3%
CAN
19
Cetera Advisor Networks
California
$678K +$29.8K +731 +5%
CF
20
Centaurus Financial
California
$676K +$672K +16,494 New
AWM
21
AE Wealth Management
Kansas
$572K +$568K +13,945 New
PAG
22
Private Advisory Group
Washington
$557K +$553K +13,580 New
RJA
23
Raymond James & Associates
Florida
$515K +$83.4K +2,047 +19%
FCBT
24
First Citizens Bank & Trust
North Carolina
$509K -$22.2K -545 -4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$478K +$2.28K +56 +0.5%