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First Trust Long/Short Equity ETF
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Overview Fund Activity

120 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 30 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
30
Increased
46
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$83.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$78.2M
3
WP
3
WealthPLAN Partners
Nebraska
$19.6M
4
Truist Financial
4
Truist Financial
North Carolina
$19.3M
5
OCM
5
One Capital Management
California
$5.26M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$16.3M
2
PWA
2
PCG Wealth Advisors
Kansas
$1.1M
3
ARIS
3
Advanced Research Investment Solutions
California
$0
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$2.63M
5
ONB
5
Old National Bancorp
Indiana
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$83.1M 1,701,133 +610,133 +56%
Morgan Stanley
2
Morgan Stanley
New York
$78.2M 1,599,683 +504,457 +46%
LPL Financial
3
LPL Financial
California
$37.3M 763,015 +88,706 +13%
WIM
4
WealthPlan Investment Management
Nebraska
$19.7M 388,628 +257 +0.1%
WP
5
WealthPLAN Partners
Nebraska
$19.6M 388,693 +388,693 New
Truist Financial
6
Truist Financial
North Carolina
$19.3M 395,587 +114,076 +41%
FEG
7
Financial Enhancement Group
Indiana
$16.3M 323,866 -125,355 -28%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.78M 200,108 +45,423 +29%
LFASL
9
Lugano Financial Advisors SA (LFA)
Switzerland
$8.51M 174,093 -12,821 -7%
CTC
10
Central Trust Company
Missouri
$7.74M 158,444 +106,165 +203%
OCM
11
One Capital Management
California
$5.26M 107,628 +107,628 New
QA
12
Quantitative Advantage
Minnesota
$5.11M 104,583 +8,467 +9%
CPG
13
Cornerstone Planning Group
New Jersey
$5M 101,327 +101,327 New
BC
14
Brio Consultants
California
$4.81M 98,374 +4,875 +5%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.44M 90,968 -10,964 -11%
AWM
16
AE Wealth Management
Kansas
$4.3M 87,995 +58,900 +202%
FWA
17
FOCUS Wealth Advisors
Texas
$4.14M 84,616 -320 -0.4%
CPWMP
18
Cardinal Point Wealth Management Partners
California
$3.93M 80,455 +61,715 +329%
CPCM
19
Cardinal Point Capital Management
Ontario, Canada
$3.93M 80,455 +80,455 New
MML Investors Services
20
MML Investors Services
Massachusetts
$3.88M 79,358 +226 +0.3%
DWM
21
Darwin Wealth Management
Florida
$3.84M 77,163 -6,150 -7%
B
22
Bridgeworth
Alabama
$3.78M 77,347 +77,347 New
SWP
23
Stratos Wealth Partners
Ohio
$3.73M 76,271 +64,265 +535%
LOIP
24
Live Oak Investment Partners
Texas
– – – –
KAS
25
Kestra Advisory Services
Texas
$3.01M 61,605 -3,173 -5%
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