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First Trust Long/Short Equity ETF

134 hedge funds and large institutions have $502M invested in First Trust Long/Short Equity ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

14% more capital invested

Capital invested by funds: $438M → $502M (+$63.4M)

10% more funds holding

Funds holding: 122134 (+12)

1.18% more ownership

Funds ownership: 70.01%71.2% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $595K

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.1%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
23
Increased
56
Reduced
40
Closed
8
Calls
Puts
$595K
Net Calls
-$595K
Net Calls Change
-$595K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$99.2M +$11.9M +230,037 +14%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$81.4M +$3.32M +64,228 +4%
LPL Financial
3
LPL Financial
California
$46.7M +$3.74M +72,437 +9%
Truist Financial
4
Truist Financial
North Carolina
$20.8M -$837K -16,217 -4%
FEG
5
Financial Enhancement Group
Indiana
$16.5M -$242K -4,696 -2%
CTC
6
Central Trust Company
Missouri
$12.7M +$1.14M +22,151 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.8M +$704K +13,643 +6%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.4M +$948K +18,363 +10%
SFP
9
Sweet Financial Partners
Minnesota
$9.19M -$117K -2,265 -1%
FA
10
FDx Advisors
Illinois
$9.14M +$8.94M +173,108 New
IWM
11
IHT Wealth Management
Illinois
$9.03M +$8.83M +171,018 New
LFASL
12
Lugano Financial Advisors SA (LFA)
Switzerland
$8.21M -$240K -4,643 -3%
WP
13
WealthPLAN Partners
Nebraska
$7.27M -$3.41M -66,043 -32%
WIM
14
WealthPlan Investment Management
Nebraska
$6.58M -$2.96M -57,272 -31%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$6.55M +$5.05M +97,730 +372%
CPG
16
Cornerstone Planning Group
New Jersey
$6.28M +$6.14M +119,019 New
BC
17
Brio Consultants
California
$4.89M -$267K -5,170 -5%
SWP
18
Stratos Wealth Partners
Ohio
$4.88M +$1.51M +29,337 +46%
PAG
19
Private Advisor Group
New Jersey
$4.56M -$281K -5,450 -6%
CPCM
20
Cardinal Point Capital Management
Ontario, Canada
$4.36M -$40.2K -779 -0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.23M +$1.6M +30,948 +63%
MML Investors Services
22
MML Investors Services
Massachusetts
$4.22M +$157K +3,036 +4%
Stifel Financial
23
Stifel Financial
Missouri
$4.13M +$933K +18,075 +30%
FWA
24
FOCUS Wealth Advisors
Texas
$4.09M -$331K -6,418 -8%
BCI
25
Brinker Capital Investments
Pennsylvania
$3.87M +$447K +8,651 +13%