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First Trust Long/Short Equity ETF
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Overview Fund Activity

74 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 20 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
23
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$30.2M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$7.34M
3
NA
3
NewEdge Advisors
Louisiana
$5.75M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.08M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.5M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$10.2M
2
CG
2
Colony Group
Massachusetts
$4.43M
3
BFG
3
Barber Financial Group
Kansas
$0
4
CF
4
Centaurus Financial
California
$0
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$30.2M 806,125 +234,963 +41%
Morgan Stanley
2
Morgan Stanley
New York
$27.5M 732,967 +119,143 +19%
WP
3
WealthPLAN Partners
Nebraska
$24.6M 617,658 -12,144 -2%
PAG
4
Private Advisor Group
New Jersey
$10.2M 272,170 +3,833 +1%
LPL Financial
5
LPL Financial
California
$10.2M 271,559 -364,731 -57%
Truist Financial
6
Truist Financial
North Carolina
$8.91M 237,685 +5,032 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.02M 214,027 +63,354 +42%
FCBT
8
First Citizens Bank & Trust
North Carolina
$7.34M 195,941 +183,664 +1,496%
NA
9
NewEdge Advisors
Louisiana
$5.75M 153,499 +153,499 New
Osaic Holdings
10
Osaic Holdings
Arizona
$5.08M 135,410 +135,410 New
CG
11
Colony Group
Massachusetts
$4.43M 118,346 -291,998 -71%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.68M 98,104 +72,419 +282%
NNP
13
Nachman Norwood & Parrott
South Carolina
$2.8M 74,714 +74,714 New
Goldman Sachs
14
Goldman Sachs
New York
$1.69M 45,068 +45,068 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1.6M 42,715 -30 -0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.6M 42,685 -9,344 -18%
AAS
17
Avantax Advisory Services
Texas
$1.31M 34,989 +28,893 +474%
ACM
18
Anfield Capital Management
California
$1.07M 28,448 +102 +0.4%
IA
19
IFP Advisors
Florida
$959K 25,643 -12,846 -33%
FAIM
20
Financial Advocates Investment Management
Washington
$768K 20,483 -1,717 -8%
AA
21
Argent Advisors
Louisiana
$726K 19,379 +7,375 +61%
FAAS
22
First Allied Advisory Services
California
$704K 18,780 -4,001 -18%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$592K 15,806 -1,352 -8%
LS
24
Leelyn Smith
Illinois
$564K 15,056 -1,767 -11%
BFA
25
Beacon Financial Advisory
Ohio
$557K 14,882 +421 +3%
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