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First Trust Long/Short Equity ETF
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Overview Fund Activity

81 hedge funds and large institutions have $328M invested in First Trust Long/Short Equity ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 3 closing their positions.

Holders
81
Holders Change
+14
Holders Change %
+20.9%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
18
Increased
33
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$22.5M
2
LFASL
2
Lugano Financial Advisors SA (LFA)
Switzerland
$10.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$51.7M
4
LPL Financial
4
LPL Financial
California
$28.1M
5
PWA
5
PCG Wealth Advisors
Kansas
$2.24M

Top Sellers

1
CWM
1
Comprehensive Wealth Management
Washington
$38.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.29M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.53M
4
LS
4
Leelyn Smith
Illinois
$48K
5
CG
5
Colony Group
Massachusetts
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$51.7M 990,504 +89,795 +10%
Morgan Stanley
2
Morgan Stanley
New York
$42.3M 810,122 +20,394 +3%
CWM
3
Comprehensive Wealth Management
Washington
$38.5M 737,073 -63,990 -8%
LPL Financial
4
LPL Financial
California
$28.1M 538,683 +89,729 +20%
WP
5
WealthPLAN Partners
Nebraska
$25.7M 513,138 +2,894 +0.6%
FEG
6
Financial Enhancement Group
Indiana
$22.5M 431,400 +257,324 +148%
PAG
7
Private Advisor Group
New Jersey
$15.2M 291,359 +8,895 +3%
Truist Financial
8
Truist Financial
North Carolina
$15.2M 290,835 +11,859 +4%
LFASL
9
Lugano Financial Advisors SA (LFA)
Switzerland
$10.6M 202,444 +202,444 New
Osaic Holdings
10
Osaic Holdings
Arizona
$5.53M 105,966 -24,146 -19%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.52M 105,788 +2,405 +2%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$4.8M 92,055 -852 -0.9%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.17M 60,825 +3,044 +5%
AL
14
ACAS LLC
California
$3.02M 57,882 -452 -0.8%
FCBT
15
First Citizens Bank & Trust
North Carolina
$2.96M 56,756 +2,687 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.88M 55,244 +401 +0.7%
LHC
17
Little House Capital
Massachusetts
$2.82M 53,957 +1,822 +3%
CG
18
Colony Group
Massachusetts
$2.66M 51,038 -4,473 -8%
IA
19
Insight Advisors
Pennsylvania
$2.44M 46,753 +2,638 +6%
GSEP
20
Golden State Equity Partners
California
$2.43M 46,814 +3,191 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.32M 44,549 +505 +1%
PWA
22
PCG Wealth Advisors
Kansas
$2.24M 42,841 +42,841 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.19M 41,962 +41,962 New
BCI
24
Brinker Capital Investments
Pennsylvania
$2M 38,412 +38,412 New
ACM
25
Anfield Capital Management
California
$1.95M 37,317 +438 +1%
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