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First Trust Long/Short Equity ETF

64 hedge funds and large institutions have $253M invested in First Trust Long/Short Equity ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

19% more capital invested

Capital invested by funds: $213M → $253M (+$39.7M)

1.6% more ownership

Funds ownership: 65.75%67.35% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 6664 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
32
Reduced
22
Closed
6
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
$41.9M +$1.66M +34,938 +4%
Morgan Stanley
2
Morgan Stanley
New York
$39.3M +$5.28M +111,100 +16%
CWM
3
Comprehensive Wealth Management
Washington
$38M -$564K -11,870 -1%
LPL Financial
4
LPL Financial
California
$23.3M +$1.02M +21,402 +5%
WP
5
WealthPLAN Partners
Nebraska
$22.3M -$399K -8,393 -2%
PAG
6
Private Advisor Group
New Jersey
$13.8M +$11.3M +237,526 +510%
Truist Financial
7
Truist Financial
North Carolina
$12.1M +$2.56M +53,788 +28%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.32M -$91.7K -1,930 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.96M +$143K +3,015 +3%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$4.46M -$13.7K -289 -0.3%
NNP
11
Nachman Norwood & Parrott
South Carolina
$3.67M -$94.7K -1,993 -3%
FCBT
12
First Citizens Bank & Trust
North Carolina
$2.82M -$94.5K -1,990 -3%
AL
13
ACAS LLC
California
$2.8M +$181K +3,805 +7%
CG
14
Colony Group
Massachusetts
$2.79M -$213K -4,488 -7%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.68M +$39.3K +827 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.25M +$89.1K +1,876 +4%
GSEP
17
Golden State Equity Partners
California
$2.16M +$283K +5,964 +16%
MML Investors Services
18
MML Investors Services
Massachusetts
$2M +$430K +9,050 +28%
IA
19
Insight Advisors
Pennsylvania
$1.98M +$529K +11,144 +38%
ACM
20
Anfield Capital Management
California
$1.75M +$41.6K +876 +2%
LHC
21
Little House Capital
Massachusetts
$1.57M +$1.53M +32,307 New
Jane Street
22
Jane Street
New York
$1.3M -$419K -8,828 -25%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.29M +$636K +13,379 +101%
CFG
24
Cooper Financial Group
California
$1.17M +$159K +3,357 +16%
BFA
25
Beacon Financial Advisory
Ohio
$1.08M +$12.7K +267 +1%