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First Trust Long/Short Equity ETF

75 hedge funds and large institutions have $171M invested in First Trust Long/Short Equity ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

7% more funds holding

Funds holding: 7075 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.76% less ownership

Funds ownership: 69.75%67.99% (-1.8%)

6% less capital invested

Capital invested by funds: $182M → $171M (-$10.8M)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
23
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$30.2M +$9.73M +234,963 +41%
Morgan Stanley
2
Morgan Stanley
New York
$27.5M +$4.93M +119,143 +19%
WP
3
WealthPLAN Partners
Nebraska
$24.6M -$503K -12,144 -2%
PAG
4
Private Advisor Group
New Jersey
$10.2M +$159K +3,833 +1%
LPL Financial
5
LPL Financial
California
$10.2M -$15.1M -364,731 -57%
Truist Financial
6
Truist Financial
North Carolina
$8.91M +$208K +5,032 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.02M +$2.62M +63,354 +42%
FCBT
8
First Citizens Bank & Trust
North Carolina
$7.34M +$7.6M +183,664 +1,496%
NA
9
NewEdge Advisors
Louisiana
$5.75M +$6.35M +153,499 New
Osaic Holdings
10
Osaic Holdings
Arizona
$5.08M +$5.61M +135,410 New
CG
11
Colony Group
Massachusetts
$4.43M -$12.1M -291,998 -71%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.67M +$3M +72,419 +282%
NNP
13
Nachman Norwood & Parrott
South Carolina
$2.8M +$3.09M +74,714 New
Goldman Sachs
14
Goldman Sachs
New York
$1.69M +$1.87M +45,068 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1.6M -$1.24K -30 -0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.6M -$387K -9,344 -18%
AAS
17
Avantax Advisory Services
Texas
$1.31M +$1.2M +28,893 +474%
ACM
18
Anfield Capital Management
California
$1.07M +$4.22K +102 +0.4%
IA
19
IFP Advisors
Florida
$959K -$532K -12,846 -33%
FAIM
20
Financial Advocates Investment Management
Washington
$768K -$71.1K -1,717 -8%
AA
21
Argent Advisors
Louisiana
$726K +$305K +7,375 +61%
FAAS
22
First Allied Advisory Services
California
$704K -$166K -4,001 -18%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$592K -$56K -1,352 -8%
LS
24
Leelyn Smith
Illinois
$564K -$73.2K -1,767 -11%
BFA
25
Beacon Financial Advisory
Ohio
$557K +$17.4K +421 +3%