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First Trust Long/Short Equity ETF
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Overview Fund Activity

122 hedge funds and large institutions have $438M invested in First Trust Long/Short Equity ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
21
Increased
44
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFP
1
Sweet Financial Partners
Minnesota
$8.96M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.13M
3
CTC
3
Central Trust Company
Missouri
$11.1M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$3.29M
5
Morgan Stanley
5
Morgan Stanley
New York
$83.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$75.1M
2
WIM
2
WealthPlan Investment Management
Nebraska
$9.25M
3
WP
3
WealthPLAN Partners
Nebraska
$10.4M
4
B
4
Bridgeworth
Alabama
$462K
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$83.8M 1,649,821 +50,138 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$75.1M 1,478,098 -223,035 -13%
LPL Financial
3
LPL Financial
California
$41.2M 811,291 +48,276 +6%
Truist Financial
4
Truist Financial
North Carolina
$20.8M 410,210 +14,623 +4%
FEG
5
Financial Enhancement Group
Indiana
$16M 311,985 -11,881 -4%
CTC
6
Central Trust Company
Missouri
$11.1M 217,752 +59,308 +37%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.7M 209,936 +9,828 +5%
WP
8
WealthPLAN Partners
Nebraska
$10.4M 203,758 -184,935 -48%
WIM
9
WealthPlan Investment Management
Nebraska
$9.25M 182,009 -206,619 -53%
HighTower Advisors
10
HighTower Advisors
Illinois
$9.13M 179,567 +122,904 +217%
SFP
11
Sweet Financial Partners
Minnesota
$8.96M 176,433 +176,433 New
LFASL
12
Lugano Financial Advisors SA (LFA)
Switzerland
$8.13M 160,104 -13,989 -8%
QA
13
Quantitative Advantage
Minnesota
$5.28M 103,923 -660 -0.6%
FCBT
14
First Citizens Bank & Trust
North Carolina
$5.27M 103,739 +50,034 +93%
BC
15
Brio Consultants
California
$4.97M 97,733 -641 -0.7%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.72M 92,854 +1,886 +2%
PAG
17
Private Advisor Group
New Jersey
$4.67M 91,880 +14,522 +19%
FWA
18
FOCUS Wealth Advisors
Texas
$4.26M 83,861 -755 -0.9%
CPWMP
19
Cardinal Point Wealth Management Partners
California
$4.24M 83,440 +2,985 +4%
CPCM
20
Cardinal Point Capital Management
Ontario, Canada
$4.24M 83,440 +2,985 +4%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.91M 76,904 -2,454 -3%
AWM
22
AE Wealth Management
Kansas
$3.65M 71,825 -16,170 -18%
LOIP
23
Live Oak Investment Partners
Texas
– – – –
BCI
24
Brinker Capital Investments
Pennsylvania
$3.29M 64,731 +20,847 +48%
OPS
25
Orion Portfolio Solutions
Nebraska
$3.29M 64,731 +57,445 +788%
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