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First Trust Long/Short Equity ETF
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Overview Fund Activity

142 hedge funds and large institutions have $534M invested in First Trust Long/Short Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
21
Increased
66
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
PAG
2
Private Advisor Group
New Jersey
$10.9M
3
Truist Financial
3
Truist Financial
North Carolina
$25.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$85.4M
5
WP
5
WealthPLAN Partners
Nebraska
$10.2M

Top Sellers

1
LFASL
1
Lugano Financial Advisors SA (LFA)
Switzerland
$4.27M
2
IWM
2
IHT Wealth Management
Illinois
$5.92M
3
FEG
3
Financial Enhancement Group
Indiana
$13.5M
4
Cerity Partners
4
Cerity Partners
New York
$0
5
LPL Financial
5
LPL Financial
California
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M 2,051,653 +171,795 +9%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$85.4M 1,606,989 +64,663 +4%
LPL Financial
3
LPL Financial
California
$45.3M 852,722 -31,006 -4%
Truist Financial
4
Truist Financial
North Carolina
$25.6M 481,772 +87,779 +22%
FEG
5
Financial Enhancement Group
Indiana
$13.5M 250,437 -56,852 -19%
CTC
6
Central Trust Company
Missouri
$13.1M 245,591 +5,688 +2%
PAG
7
Private Advisor Group
New Jersey
$10.9M 205,288 +118,858 +138%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.7M 200,458 -23,121 -10%
WP
9
WealthPLAN Partners
Nebraska
$10.2M 192,751 +55,036 +40%
HighTower Advisors
10
HighTower Advisors
Illinois
$9.53M 179,101 -18,829 -10%
SFP
11
Sweet Financial Partners
Minnesota
$9.5M 178,820 +4,652 +3%
WIM
12
WealthPlan Investment Management
Nebraska
$9.36M 176,028 +51,291 +41%
FA
13
FDx Advisors
Illinois
$9.33M 175,478 +2,370 +1%
CPG
14
Cornerstone Planning Group
New Jersey
$7.45M 140,141 +21,122 +18%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$6.3M 118,500 -5,492 -4%
IWM
16
IHT Wealth Management
Illinois
$5.92M 111,395 -59,623 -35%
SWP
17
Stratos Wealth Partners
Ohio
$5.22M 98,134 +5,637 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.09M 95,793 +15,853 +20%
BC
19
Brio Consultants
California
$4.91M 92,343 -220 -0.2%
CPCM
20
Cardinal Point Capital Management
Ontario, Canada
$4.73M 88,916 +6,255 +8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.54M 85,457 +5,350 +7%
LC
22
LCNB Corp
Ohio
$4.38M 82,332 +32,038 +64%
Stifel Financial
23
Stifel Financial
Missouri
$4.38M 82,319 +4,151 +5%
LFASL
24
Lugano Financial Advisors SA (LFA)
Switzerland
$4.27M 80,319 -75,142 -48%
FWA
25
FOCUS Wealth Advisors
Texas
$4.11M 77,293 -150 -0.2%
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