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First Trust Long/Short Equity ETF
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Overview Fund Activity

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.

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.11%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$99.2M
2
FA
2
FDx Advisors
Illinois
$9.14M
3
IWM
3
IHT Wealth Management
Illinois
$9.03M
4
CPG
4
Cornerstone Planning Group
New Jersey
$6.28M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$6.55M

Top Sellers

1
FCBT
1
First Citizens Bank & Trust
North Carolina
$1.91M
2
WP
2
WealthPLAN Partners
Nebraska
$7.27M
3
WIM
3
WealthPlan Investment Management
Nebraska
$6.58M
4
OCM
4
One Capital Management
California
$0
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$99.2M 1,879,858 +230,037 +14%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$81.4M 1,542,326 +64,228 +4%
LPL Financial
3
LPL Financial
California
$46.7M 883,728 +72,437 +9%
Truist Financial
4
Truist Financial
North Carolina
$20.8M 393,993 -16,217 -4%
FEG
5
Financial Enhancement Group
Indiana
$16.5M 307,289 -4,696 -2%
CTC
6
Central Trust Company
Missouri
$12.7M 239,903 +22,151 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.8M 223,579 +13,643 +6%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.4M 197,930 +18,363 +10%
SFP
9
Sweet Financial Partners
Minnesota
$9.19M 174,168 -2,265 -1%
FA
10
FDx Advisors
Illinois
$9.14M 173,108 +173,108 New
IWM
11
IHT Wealth Management
Illinois
$9.03M 171,018 +171,018 New
LFASL
12
Lugano Financial Advisors SA (LFA)
Switzerland
$8.21M 155,461 -4,643 -3%
WP
13
WealthPLAN Partners
Nebraska
$7.27M 137,715 -66,043 -32%
WIM
14
WealthPlan Investment Management
Nebraska
$6.58M 124,737 -57,272 -31%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$6.55M 123,992 +97,730 +372%
CPG
16
Cornerstone Planning Group
New Jersey
$6.28M 119,019 +119,019 New
BC
17
Brio Consultants
California
$4.89M 92,563 -5,170 -5%
SWP
18
Stratos Wealth Partners
Ohio
$4.88M 92,497 +29,337 +46%
PAG
19
Private Advisor Group
New Jersey
$4.56M 86,430 -5,450 -6%
CPCM
20
Cardinal Point Capital Management
Ontario, Canada
$4.36M 82,661 -779 -0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.23M 80,107 +30,948 +63%
MML Investors Services
22
MML Investors Services
Massachusetts
$4.22M 79,940 +3,036 +4%
Stifel Financial
23
Stifel Financial
Missouri
$4.13M 78,168 +18,075 +30%
FWA
24
FOCUS Wealth Advisors
Texas
$4.09M 77,443 -6,418 -8%
BCI
25
Brinker Capital Investments
Pennsylvania
$3.87M 73,382 +8,651 +13%
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