First Trust Long/Short Equity ETF
FTLS
119 hedge funds and large institutions have $437M invested in First Trust Long/Short Equity ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.
263% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
42% more capital invested
Capital invested by funds: $309M → $437M (+$128M)
35% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 34
19% more funds holding
Funds holding: 100 → 119 (+19)
9.62% more ownership
Funds ownership: 63.79% → 73.41% (+9.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$30M |
| 2 |
Morgan Stanley
New York
|
+$24.8M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$5.6M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$5.28M |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$5.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$8.52M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$6.15M |
| 3 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$1.26M |
| 4 |
ARIS
Advanced Research Investment Solutions
Los Angeles,
California
|
-$1.1M |
| 5 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$760K |
FTLS Hedge Fund Activity: Q4 2022 in Review
119 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q4 2022, worth a combined $437M — up 42% from $309M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FTLS positions and 8 closed out — a net gain of 21 holders — while 46 added to existing stakes and 34 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $30M. The largest seller was Private Advisor Group, cutting an estimated $8.52M.
- 119 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q4 2022, up from 100 in Q3 2022.
- Funds reported $437M of First Trust Long/Short Equity ETF stock for Q4 2022, up 42% quarter-over-quarter.
- 29 funds opened new First Trust Long/Short Equity ETF positions in Q4 2022 and 8 closed out, a net change of +21 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $30M added.
- The largest First Trust Long/Short Equity ETF seller in Q4 2022 was Private Advisor Group, an estimated $8.52M sold.
Based on aggregated 13F filings for Q4 2022.