First Trust Long/Short Equity ETF
FTLS
70 hedge funds and large institutions have $209M invested in First Trust Long/Short Equity ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
18% more capital invested
Capital invested by funds: $177M → $209M (+$32M)
6% more funds holding
Funds holding: 66 → 70 (+4)
3.83% more ownership
Funds ownership: 62.9% → 66.73% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
35% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$5.89M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.02M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.46M |
| 4 |
Jane Street
New York
|
+$675K |
| 5 |
CFG
Cooper Financial Group
Irvine,
California
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.72M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$3.65M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.14M |
| 4 |
Morgan Stanley
New York
|
-$2.71M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.14M |
FTLS Hedge Fund Activity: Q4 2020 in Review
70 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q4 2020, worth a combined $209M — up 18% from $177M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FTLS positions and 5 closed out — a net gain of 6 holders — while 20 added to existing stakes and 31 trimmed.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $5.89M. The largest seller was Private Advisor Group, cutting an estimated $5.72M.
- 70 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q4 2020, up from 66 in Q3 2020.
- Funds reported $209M of First Trust Long/Short Equity ETF stock for Q4 2020, up 18% quarter-over-quarter.
- 11 funds opened new First Trust Long/Short Equity ETF positions in Q4 2020 and 5 closed out, a net change of +6 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q4 2020 was Sowell Financial Services, an estimated $5.89M added.
- The largest First Trust Long/Short Equity ETF seller in Q4 2020 was Private Advisor Group, an estimated $5.72M sold.
Based on aggregated 13F filings for Q4 2020.