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First Trust Long/Short Equity ETF
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Overview Fund Activity

67 hedge funds and large institutions have $266M invested in First Trust Long/Short Equity ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 3 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
29
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$8.42M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.65M
3
WP
3
WealthPLAN Partners
Nebraska
$26.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$43.5M
5
Truist Financial
5
Truist Financial
North Carolina
$13.5M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$21.7M
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$38.2M
5
CPWM
5
Cardinal Point Wealth Management
California
$604K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$43.5M 900,709 +39,304 +5%
CWM
2
Comprehensive Wealth Management
Washington
$38.7M 801,063 +20,984 +3%
Morgan Stanley
3
Morgan Stanley
New York
$38.2M 789,728 -18,414 -2%
WP
4
WealthPLAN Partners
Nebraska
$26.2M 510,244 +56,695 +13%
LPL Financial
5
LPL Financial
California
$21.7M 448,954 -29,956 -6%
PAG
6
Private Advisor Group
New Jersey
$13.7M 282,464 -1,669 -0.6%
Truist Financial
7
Truist Financial
North Carolina
$13.5M 278,976 +30,802 +12%
FEG
8
Financial Enhancement Group
Indiana
$8.42M 174,076 +174,076 New
Osaic Holdings
9
Osaic Holdings
Arizona
$6.29M 130,112 +217 +0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5M 103,383 +1,504 +1%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$4.49M 92,907 +1,227 +1%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.65M 75,410 +75,410 New
AL
13
ACAS LLC
California
$2.82M 58,334 +860 +1%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.79M 57,781 +16,603 +40%
CG
15
Colony Group
Massachusetts
$2.68M 55,511 -1,918 -3%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.65M 54,843 -164 -0.3%
FCBT
17
First Citizens Bank & Trust
North Carolina
$2.61M 54,069 -3,874 -7%
LHC
18
Little House Capital
Massachusetts
$2.52M 52,135 +19,828 +61%
IA
19
Insight Advisors
Pennsylvania
$2.25M 44,115 +3,754 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.13M 44,044 -2,199 -5%
GSEP
21
Golden State Equity Partners
California
$2.11M 43,623 -807 -2%
ACM
22
Anfield Capital Management
California
$1.78M 36,879 +876 +2%
CFG
23
Cooper Financial Group
California
$1.3M 26,963 +2,880 +12%
AWAP
24
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.08M 22,293 +146 +0.7%
BFA
25
Beacon Financial Advisory
Ohio
$1.03M 21,367 -896 -4%
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