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First Trust Long/Short Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+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: 7066 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
28
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$37.6M +$3.7M +81,142 +11%
CWM
2
Comprehensive Wealth Management
Washington
$36M -$2.26M -49,516 -6%
Morgan Stanley
3
Morgan Stanley
New York
$31.7M -$279K -6,128 -0.9%
WP
4
WealthPLAN Partners
Nebraska
$21.7M -$155K -3,404 -0.7%
LPL Financial
5
LPL Financial
California
$20.8M -$275K -6,031 -1%
Truist Financial
6
Truist Financial
North Carolina
$8.83M +$26.7K +586 +0.3%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.99M -$202K -4,429 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.49M -$1.98M -43,441 -31%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$4.18M +$3.84M +84,322 +1,103%
NNP
10
Nachman Norwood & Parrott
South Carolina
$3.52M +$75.8K +1,664 +2%
CG
11
Colony Group
Massachusetts
$2.81M -$346K -7,601 -11%
FCBT
12
First Citizens Bank & Trust
North Carolina
$2.72M +$193K +4,230 +8%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.46M -$37.1K -813 -1%
AL
14
ACAS LLC
California
$2.44M +$2.45M +53,669 New
PAG
15
Private Advisor Group
New Jersey
$2.12M -$15.9K -348 -0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.02M +$30.6K +672 +2%
GSEP
17
Golden State Equity Partners
California
$1.75M +$1.29M +28,388 +282%
Jane Street
18
Jane Street
New York
$1.61M +$644K +14,130 +66%
ACM
19
Anfield Capital Management
California
$1.6M -$136K -2,982 -8%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.46M -$33.1K -726 -2%
IA
21
Insight Advisors
Pennsylvania
$1.37M +$222K +4,875 +20%
AWAP
22
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.01M +$39.1K +858 +4%
BFA
23
Beacon Financial Advisory
Ohio
$999K +$304K +6,666 +43%
CFG
24
Cooper Financial Group
California
$942K +$56.7K +1,245 +6%
CPWM
25
Cardinal Point Wealth Management
California
$916K +$117K +2,575 +15%