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First Trust Long/Short Equity ETF

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, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

42% more capital invested

Capital invested by funds: $308M → $437M (+$128M)

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

20% more funds holding

Funds holding: 100120 (+20)

9.62% more ownership

Funds ownership: 63.79%73.41% (+9.6%)

Holders
120
Holders Change
+20
Holders Change %
+20%
% of All Funds
1.93%
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
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$83.1M +$30M +610,133 +56%
Morgan Stanley
2
Morgan Stanley
New York
$78.2M +$24.8M +504,457 +46%
LPL Financial
3
LPL Financial
California
$37.3M +$4.35M +88,706 +13%
WIM
4
WealthPlan Investment Management
Nebraska
$19.7M +$12.6K +257 +0.1%
WP
5
WealthPLAN Partners
Nebraska
$19.6M +$19.1M +388,693 New
Truist Financial
6
Truist Financial
North Carolina
$19.3M +$5.6M +114,076 +41%
FEG
7
Financial Enhancement Group
Indiana
$16.3M -$6.15M -125,355 -28%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.78M +$2.23M +45,423 +29%
LFASL
9
Lugano Financial Advisors SA (LFA)
Switzerland
$8.51M -$629K -12,821 -7%
CTC
10
Central Trust Company
Missouri
$7.74M +$5.21M +106,165 +203%
OCM
11
One Capital Management
California
$5.26M +$5.28M +107,628 New
QA
12
Quantitative Advantage
Minnesota
$5.11M +$416K +8,467 +9%
CPG
13
Cornerstone Planning Group
New Jersey
$5M +$4.97M +101,327 New
BC
14
Brio Consultants
California
$4.81M +$239K +4,875 +5%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.44M -$538K -10,964 -11%
AWM
16
AE Wealth Management
Kansas
$4.3M +$2.89M +58,900 +202%
FWA
17
FOCUS Wealth Advisors
Texas
$4.14M -$15.7K -320 -0.4%
CPWMP
18
Cardinal Point Wealth Management Partners
California
$3.93M +$3.03M +61,715 +329%
CPCM
19
Cardinal Point Capital Management
Ontario, Canada
$3.93M +$3.95M +80,455 New
MML Investors Services
20
MML Investors Services
Massachusetts
$3.88M +$11.1K +226 +0.3%
DWM
21
Darwin Wealth Management
Florida
$3.84M -$302K -6,150 -7%
B
22
Bridgeworth
Alabama
$3.78M +$3.8M +77,347 New
SWP
23
Stratos Wealth Partners
Ohio
$3.73M +$3.15M +64,265 +535%
LOIP
24
Live Oak Investment Partners
Texas
$3.16M
KAS
25
Kestra Advisory Services
Texas
$3.01M -$156K -3,173 -5%