We are live on ! Find out more
FTLS icon

First Trust Long/Short Equity ETF

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 13 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 8284 (+2)

3% more capital invested

Capital invested by funds: $328M → $337M (+$8.95M)

0.39% less ownership

Funds ownership: 70.9%70.51% (-0.39%)

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.32%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
13
Increased
36
Reduced
27
Closed
8
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
$51.8M +$1.57M +31,259 +3%
Morgan Stanley
2
Morgan Stanley
New York
$46.8M +$5.66M +112,470 +14%
LPL Financial
3
LPL Financial
California
$32.2M +$4.89M +97,152 +18%
WP
4
WealthPLAN Partners
Nebraska
$23.7M -$1.9M -37,822 -7%
WIM
5
WealthPlan Investment Management
Nebraska
$23.7M +$23.9M +475,316 New
FEG
6
Financial Enhancement Group
Indiana
$22.9M +$1.02M +20,174 +5%
CWM
7
Comprehensive Wealth Management
Washington
$15.9M -$21.3M -422,438 -57%
Truist Financial
8
Truist Financial
North Carolina
$14.6M -$144K -2,869 -1%
PAG
9
Private Advisor Group
New Jersey
$11.3M -$3.45M -68,540 -24%
LFASL
10
Lugano Financial Advisors SA (LFA)
Switzerland
$9.86M -$395K -7,845 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7M +$1.62M +32,268 +31%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.39M -$337K -6,705 -6%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$4.88M +$215K +4,272 +5%
MML Investors Services
14
MML Investors Services
Massachusetts
$4.12M +$1.03M +20,453 +34%
FCBT
15
First Citizens Bank & Trust
North Carolina
$3.76M +$875K +17,385 +31%
KAS
16
Kestra Advisory Services
Texas
$3.35M +$2.5M +49,635 +301%
IA
17
Insight Advisors
Pennsylvania
$3.19M +$816K +16,220 +35%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.99M +$190K +3,766 +7%
AL
19
ACAS LLC
California
$2.86M -$72.9K -1,449 -3%
LCWP
20
Legacy Capital Wealth Partners
Arkansas
$2.7M +$2.68M +53,308 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.52M +$262K +5,201 +12%
CG
22
Colony Group
Massachusetts
$2.5M -$88.9K -1,767 -3%
PWA
23
PCG Wealth Advisors
Kansas
$2.29M +$114K +2,266 +5%
AI
24
Atria Investments
North Carolina
$2.25M +$2.23M +44,366 New
ACM
25
Anfield Capital Management
California
$2.09M +$197K +3,913 +10%