First Trust Long/Short Equity ETF
FTLS
66 hedge funds and large institutions have $213M invested in First Trust Long/Short Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
2% more capital invested
Capital invested by funds: $209M → $213M (+$3.81M)
0.98% less ownership
Funds ownership: 66.73% → 65.75% (-0.98%)
6% less funds holding
Funds holding: 70 → 66 (-4)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$3.84M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.7M |
| 3 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$1.29M |
| 4 |
Jane Street
New York
|
+$644K |
| 5 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$5.94M |
| 2 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$2.31M |
| 3 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
-$2.26M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.98M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
FTLS Hedge Fund Activity: Q1 2021 in Review
66 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q1 2021, worth a combined $213M — up 1.8% from $209M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FTLS and 8 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 28 added.
The largest buyer was Koshinski Asset Management, adding an estimated $3.84M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $5.94M sold.
- 66 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q1 2021, down from 70 in Q4 2020.
- Funds reported $213M of First Trust Long/Short Equity ETF stock for Q1 2021, up 1.8% quarter-over-quarter.
- 8 funds opened new First Trust Long/Short Equity ETF positions in Q1 2021 and 11 closed out, a net change of -3 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q1 2021 was Koshinski Asset Management, an estimated $3.84M added.
- The largest First Trust Long/Short Equity ETF seller in Q1 2021 was Sowell Financial Services, an estimated $5.94M sold.
Based on aggregated 13F filings for Q1 2021.