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First Trust Long/Short Equity ETF
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Overview Fund Activity

84 hedge funds and large institutions have $337M invested in First Trust Long/Short Equity ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.33%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
14
Increased
36
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
WealthPlan Investment Management
Nebraska
$23.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.8M
3
LPL Financial
3
LPL Financial
California
$32.2M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$2.7M
5
KAS
5
Kestra Advisory Services
Texas
$3.35M

Top Sellers

1
CWM
1
Comprehensive Wealth Management
Washington
$15.9M
2
PAG
2
Private Advisor Group
New Jersey
$11.3M
3
LHC
3
Little House Capital
Massachusetts
$0
4
WP
4
WealthPLAN Partners
Nebraska
$23.7M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$51.8M 1,021,763 +31,259 +3%
Morgan Stanley
2
Morgan Stanley
New York
$46.8M 922,592 +112,470 +14%
LPL Financial
3
LPL Financial
California
$32.2M 635,835 +97,152 +18%
WP
4
WealthPLAN Partners
Nebraska
$23.7M 475,316 -37,822 -7%
WIM
5
WealthPlan Investment Management
Nebraska
$23.7M 475,316 +475,316 New
FEG
6
Financial Enhancement Group
Indiana
$22.9M 451,574 +20,174 +5%
CWM
7
Comprehensive Wealth Management
Washington
$15.9M 314,635 -422,438 -57%
Truist Financial
8
Truist Financial
North Carolina
$14.6M 287,966 -2,869 -1%
PAG
9
Private Advisor Group
New Jersey
$11.3M 222,819 -68,540 -24%
LFASL
10
Lugano Financial Advisors SA (LFA)
Switzerland
$9.86M 194,599 -7,845 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7M 138,056 +32,268 +31%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.39M 99,261 -6,705 -6%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$4.88M 96,327 +4,272 +5%
MML Investors Services
14
MML Investors Services
Massachusetts
$4.12M 81,278 +20,453 +34%
FCBT
15
First Citizens Bank & Trust
North Carolina
$3.76M 74,141 +17,385 +31%
KAS
16
Kestra Advisory Services
Texas
$3.35M 66,150 +49,635 +301%
IA
17
Insight Advisors
Pennsylvania
$3.19M 62,973 +16,220 +35%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.99M 59,010 +3,766 +7%
AL
19
ACAS LLC
California
$2.86M 56,433 -1,449 -3%
LCWP
20
Legacy Capital Wealth Partners
Arkansas
$2.7M 53,308 +53,308 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.52M 49,750 +5,201 +12%
CG
22
Colony Group
Massachusetts
$2.5M 49,271 -1,767 -3%
PWA
23
PCG Wealth Advisors
Kansas
$2.29M 45,107 +2,266 +5%
AI
24
Atria Investments
North Carolina
$2.25M 44,366 +44,366 New
ACM
25
Anfield Capital Management
California
$2.09M 41,230 +3,913 +10%
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