First Trust Long/Short Equity ETF
FTLS
90 hedge funds and large institutions have $285M invested in First Trust Long/Short Equity ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
26% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 27
7% more funds holding
Funds holding: 84 → 90 (+6)
10.12% less ownership
Funds ownership: 70.51% → 60.39% (-10%)
15% less capital invested
Capital invested by funds: $337M → $285M (-$52M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11.4M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$4.51M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.37M |
| 4 |
Morgan Stanley
New York
|
+$3.29M |
| 5 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
-$15.9M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.27M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.79M |
| 4 |
Jane Street
New York
|
-$1.38M |
| 5 |
AWAP
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
-$1.14M |
FTLS Hedge Fund Activity: Q2 2022 in Review
90 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q2 2022, worth a combined $285M — down 15% from $337M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FTLS positions and 7 closed out — a net gain of 10 holders — while 34 added to existing stakes and 27 trimmed.
The largest buyer was LPL Financial, adding an estimated $11.4M. The largest seller was Comprehensive Wealth Management, exiting entirely with an estimated $15.9M sold.
- 90 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q2 2022, up from 84 in Q1 2022.
- Funds reported $285M of First Trust Long/Short Equity ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 17 funds opened new First Trust Long/Short Equity ETF positions in Q2 2022 and 7 closed out, a net change of +10 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q2 2022 was LPL Financial, an estimated $11.4M added.
- The largest First Trust Long/Short Equity ETF seller in Q2 2022 was Comprehensive Wealth Management, an estimated $15.9M sold.
Based on aggregated 13F filings for Q2 2022.