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First Trust Long/Short Equity ETF
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Overview Fund Activity

100 hedge funds and large institutions have $308M invested in First Trust Long/Short Equity ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
100
Holders Change
+10
Holders Change %
+11.11%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
42
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
WealthPlan Investment Management
Nebraska
$19.5M
2
PAG
2
Private Advisor Group
New Jersey
$11.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.3M
4
QA
4
Quantitative Advantage
Minnesota
$4.5M
5
BC
5
Brio Consultants
California
$4.53M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$31.6M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.77M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$2.78M
5
AWS
5
Atria Wealth Solutions
New York
$861K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.3M 1,095,226 +106,944 +11%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.1M 1,091,000 +1,801 +0.2%
LPL Financial
3
LPL Financial
California
$31.6M 674,309 -189,862 -22%
FEG
4
Financial Enhancement Group
Indiana
$21M 449,221 +53,476 +14%
WIM
5
WealthPlan Investment Management
Nebraska
$19.5M 388,371 +388,371 New
Truist Financial
6
Truist Financial
North Carolina
$13.2M 281,511 -1,016 -0.4%
PAG
7
Private Advisor Group
New Jersey
$11.7M 250,810 +113,377 +82%
LFASL
8
Lugano Financial Advisors SA (LFA)
Switzerland
$8.75M 186,914 +1,422 +0.8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.24M 154,685 -6,422 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.77M 101,932 -36,148 -26%
BC
11
Brio Consultants
California
$4.53M 93,499 +82,501 +750%
QA
12
Quantitative Advantage
Minnesota
$4.5M 96,116 +96,116 New
FWA
13
FOCUS Wealth Advisors
Texas
$3.98M 84,936 +84,936 New
DWM
14
Darwin Wealth Management
Florida
$3.98M 83,313 -6,750 -7%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.71M 79,132 -15,994 -17%
FCBT
16
First Citizens Bank & Trust
North Carolina
$3.24M 69,180 -5,019 -7%
IA
17
Insight Advisors
Pennsylvania
$3.22M 68,759 +272 +0.4%
KAS
18
Kestra Advisory Services
Texas
$3.03M 64,778 +136 +0.2%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$2.78M 59,260 -35,131 -37%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.73M 58,287 +258 +0.4%
CTC
21
Central Trust Company
Missouri
$2.45M 52,279 +16,522 +46%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.25M 48,105 -754 -2%
PWA
23
PCG Wealth Advisors
Kansas
$2.24M 48,149 +22,909 +91%
BCI
24
Brinker Capital Investments
Pennsylvania
$2.17M 46,401 -1,228 -3%
CG
25
Colony Group
Massachusetts
$2.15M 45,933 -1,959 -4%
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