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First Trust Long/Short Equity ETF
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Overview Fund Activity

65 hedge funds and large institutions have $176M invested in First Trust Long/Short Equity ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
19
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$3.14M
2
Truist Financial
2
Truist Financial
North Carolina
$11.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.07M
4
KAS
4
Kestra Advisory Services
Texas
$959K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.61M

Top Sellers

1
WP
1
WealthPLAN Partners
Nebraska
$22.1M
2
FWM
2
Frontier Wealth Management
Missouri
$1.02M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$241K
4
ACM
4
Anfield Capital Management
California
$1.82M
5
Morgan Stanley
5
Morgan Stanley
New York
$32.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.6M 765,879 -8,132 -1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$31.6M 742,525 +589 +0.1%
WP
3
WealthPLAN Partners
Nebraska
$22.1M 514,917 -104,833 -17%
LPL Financial
4
LPL Financial
California
$17.7M 416,851 -4,331 -1%
Truist Financial
5
Truist Financial
North Carolina
$11.8M 278,285 +73,240 +36%
PAG
6
Private Advisor Group
New Jersey
$7.64M 179,364 -268 -0.1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.69M 157,060 -4,928 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.61M 155,411 +14,344 +10%
FCBT
9
First Citizens Bank & Trust
North Carolina
$3.7M 86,856 -6,892 -7%
CG
10
Colony Group
Massachusetts
$3.48M 81,706 -7,166 -8%
NNP
11
Nachman Norwood & Parrott
South Carolina
$3.29M 77,205 -1,030 -1%
BCI
12
Brinker Capital Investments
Pennsylvania
$3.14M 163,897 +163,897 New
RCAG
13
Rehmann Capital Advisory Group
Michigan
$2.08M 48,907 +6,647 +16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.07M 48,744 +33,960 +230%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.99M 46,670 -1,692 -3%
ACM
16
Anfield Capital Management
California
$1.82M 42,653 -10,224 -19%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.53M 35,936 -8,096 -18%
CI
18
CX Institutional
Indiana
$1.21M 28,356 +2,856 +11%
FMBTD
19
First Midwest Bank Trust Division
Illinois
$1.14M 26,881 -197 -0.7%
FWM
20
Frontier Wealth Management
Missouri
$1.02M 23,925 -79,779 -77%
KAS
21
Kestra Advisory Services
Texas
$959K 22,533 +22,533 New
MIAN
22
Mariner Independent Advisor Network
Kansas
$846K 19,871 +7,422 +60%
FAIM
23
Financial Advocates Investment Management
Washington
$836K 19,632 -263 -1%
BFA
24
Beacon Financial Advisory
Ohio
$643K 15,127 +123 +0.8%
KPWS
25
Kestra Private Wealth Services
Texas
$602K 14,150 +14,150 New
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