First Trust Long/Short Equity ETF
FTLS
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.
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: 5 → 6 (+1)
2% more funds holding
Funds holding: 82 → 84 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.66M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.89M |
| 3 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$2.68M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.5M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
-$21.3M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.45M |
| 3 |
LHC
Little House Capital
Braintree,
Massachusetts
|
-$2.81M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.9M |
| 5 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$1.81M |
FTLS Hedge Fund Activity: Q1 2022 in Review
84 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q1 2022, worth a combined $337M — up 2.7% from $328M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FTLS positions and 8 closed out — a net gain of 5 holders — while 36 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.66M. The largest seller was Comprehensive Wealth Management, cutting an estimated $21.3M.
- 84 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q1 2022, up from 82 in Q4 2021.
- Funds reported $337M of First Trust Long/Short Equity ETF stock for Q1 2022, up 2.7% quarter-over-quarter.
- 13 funds opened new First Trust Long/Short Equity ETF positions in Q1 2022 and 8 closed out, a net change of +5 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q1 2022 was Morgan Stanley, an estimated $5.66M added.
- The largest First Trust Long/Short Equity ETF seller in Q1 2022 was Comprehensive Wealth Management, an estimated $21.3M sold.
Based on aggregated 13F filings for Q1 2022.