First Trust Long/Short Equity ETF
FTLS
66 hedge funds and large institutions have $177M invested in First Trust Long/Short Equity ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 30 reducing their positions, and 9 closing their positions.
2% more capital invested
Capital invested by funds: $174M → $177M (+$3.19M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.2% less ownership
Funds ownership: 63.09% → 62.9% (-0.2%)
3% less funds holding
Funds holding: 68 → 66 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
33% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$7.01M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$3.13M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.45M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$613K |
| 5 |
CFG
Cooper Financial Group
Irvine,
California
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$4.48M |
| 2 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$3.41M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.71M |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
-$437K |
| 5 |
Morgan Stanley
New York
|
-$348K |
FTLS Hedge Fund Activity: Q3 2020 in Review
66 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q3 2020, worth a combined $177M — up 1.8% from $174M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FTLS and 7 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 20 added.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $7.01M. The largest seller was WealthPLAN Partners, cutting an estimated $4.48M.
- 66 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q3 2020, down from 68 in Q2 2020.
- Funds reported $177M of First Trust Long/Short Equity ETF stock for Q3 2020, up 1.8% quarter-over-quarter.
- 7 funds opened new First Trust Long/Short Equity ETF positions in Q3 2020 and 9 closed out, a net change of -2 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q3 2020 was Brinker Capital Investments, an estimated $7.01M added.
- The largest First Trust Long/Short Equity ETF seller in Q3 2020 was WealthPLAN Partners, an estimated $4.48M sold.
Based on aggregated 13F filings for Q3 2020.