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First Trust Long/Short Equity ETF

68 hedge funds and large institutions have $174M invested in First Trust Long/Short Equity ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $171M → $174M (+$2.72M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.9% less ownership

Funds ownership: 67.99%63.09% (-4.9%)

9% less funds holding

Funds holding: 7568 (-7)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

41% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 29

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
17
Reduced
29
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.7M +$1.64M +41,044 +6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$30.4M -$2.57M -64,189 -8%
WP
3
WealthPLAN Partners
Nebraska
$27M +$83.6K +2,092 +0.3%
LPL Financial
4
LPL Financial
California
$17.3M +$5.98M +149,623 +55%
Truist Financial
5
Truist Financial
North Carolina
$8.41M -$1.3M -32,640 -14%
PAG
6
Private Advisor Group
New Jersey
$7.37M -$3.7M -92,538 -34%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.64M -$2.08M -52,039 -24%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.78M +$226K +5,657 +4%
FWM
9
Frontier Wealth Management
Missouri
$4.25M +$4.15M +103,704 New
FCBT
10
First Citizens Bank & Trust
North Carolina
$3.84M -$4.09M -102,193 -52%
CG
11
Colony Group
Massachusetts
$3.64M -$1.18M -29,474 -25%
NNP
12
Nachman Norwood & Parrott
South Carolina
$3.21M +$141K +3,521 +5%
ACM
13
Anfield Capital Management
California
$2.17M +$977K +24,429 +86%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.99M +$227K +5,677 +13%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.87M -$2.1M -52,550 -54%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.8M +$52.6K +1,317 +3%
RCAG
17
Rehmann Capital Advisory Group
Michigan
$1.73M +$1.69M +42,260 New
FMBTD
18
First Midwest Bank Trust Division
Illinois
$1.11M +$1.08M +27,078 New
CI
19
CX Institutional
Indiana
$1.05M +$504K +12,604 +98%
FAIM
20
Financial Advocates Investment Management
Washington
$816K -$23.5K -588 -3%
BFA
21
Beacon Financial Advisory
Ohio
$615K +$4.88K +122 +0.8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$606K -$40.9K -1,022 -6%
LS
23
Leelyn Smith
Illinois
$580K -$36.8K -920 -6%
OPS
24
Orion Portfolio Solutions
Nebraska
$537K -$12K -299 -2%
SPIA
25
Steward Partners Investment Advisory
New York
$523K