First Trust Long/Short Equity ETF
FTLS
160 hedge funds and large institutions have $661M invested in First Trust Long/Short Equity ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 11 closing their positions.
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
26% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 54
24% more capital invested
Capital invested by funds: $535M → $661M (+$126M)
13% more funds holding
Funds holding: 142 → 160 (+18)
3.77% more ownership
Funds ownership: 72.5% → 76.27% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.9M |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$7.31M |
| 3 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$7.05M |
| 4 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$6.59M |
| 5 |
Jane Street
New York
|
+$5.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$3.14M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$2.61M |
| 3 |
LFASL
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
-$1.79M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.44M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.42M |
FTLS Hedge Fund Activity: Q4 2023 in Review
160 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q4 2023, worth a combined $661M — up 24% from $535M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FTLS positions and 11 closed out — a net gain of 19 holders — while 68 added to existing stakes and 54 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.9M. The largest seller was IHT Wealth Management, cutting an estimated $3.14M.
- 160 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q4 2023, up from 142 in Q3 2023.
- Funds reported $661M of First Trust Long/Short Equity ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 30 funds opened new First Trust Long/Short Equity ETF positions in Q4 2023 and 11 closed out, a net change of +19 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $21.9M added.
- The largest First Trust Long/Short Equity ETF seller in Q4 2023 was IHT Wealth Management, an estimated $3.14M sold.
Based on aggregated 13F filings for Q4 2023.