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First Trust Long/Short Equity ETF
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Overview Fund Activity

160 hedge funds and large institutions have $799M invested in First Trust Long/Short Equity ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 11 closing their positions.

Holders
160
Holders Change
+18
Holders Change %
+12.68%
% of All Funds
2.35%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
30
Increased
67
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$276M
2
CWM
2
Centric Wealth Management
Illinois
$7.63M
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$7.53M
4
MWM
4
Modern Wealth Management
Kansas
$6.85M
5
CTC
5
Central Trust Company
Missouri
$20.6M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$3.03M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$0
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$2.68M
4
PAG
4
Private Advisor Group
New Jersey
$10.1M
5
CA
5
Cetera Advisors
Colorado
$972K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$276M 4,904,162 +2,852,509 +139%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$95M 1,688,275 +81,286 +5%
LPL Financial
3
LPL Financial
California
$50.2M 891,487 +38,765 +5%
Truist Financial
4
Truist Financial
North Carolina
$26.4M 468,416 -13,356 -3%
CTC
5
Central Trust Company
Missouri
$20.6M 366,284 +120,693 +49%
FEG
6
Financial Enhancement Group
Indiana
$14.6M 254,136 +3,699 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.2M 217,434 +16,976 +8%
WP
8
WealthPLAN Partners
Nebraska
$10.7M 190,306 -2,445 -1%
HighTower Advisors
9
HighTower Advisors
Illinois
$10.3M 183,679 +4,578 +3%
WIM
10
WealthPlan Investment Management
Nebraska
$10.1M 179,745 +3,717 +2%
PAG
11
Private Advisor Group
New Jersey
$10.1M 179,002 -26,286 -13%
SFP
12
Sweet Financial Partners
Minnesota
$9.99M 177,495 -1,325 -0.7%
FA
13
FDx Advisors
Illinois
$9.57M 170,121 -5,357 -3%
CPG
14
Cornerstone Planning Group
New Jersey
$8.44M 149,949 +9,808 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.11M 144,171 +69,770 +94%
CWM
16
Centric Wealth Management
Illinois
$7.63M 129,085 +129,085 New
FHA
17
Flagship Harbor Advisors
Massachusetts
$7.53M 133,806 +133,806 New
MWM
18
Modern Wealth Management
Kansas
$6.85M 121,760 +121,760 New
Jane Street
19
Jane Street
New York
$6.83M 121,476 +106,671 +721%
SWP
20
Stratos Wealth Partners
Ohio
$6M 106,735 +8,601 +9%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$5.84M 103,731 -14,769 -12%
PJWM
22
Philip James Wealth Mangement
Georgia
$5.41M 96,153 +96,153 New
CPCM
23
Cardinal Point Capital Management
Ontario, Canada
$5.17M 91,799 +2,883 +3%
BC
24
Brio Consultants
California
$5.09M 90,485 -1,858 -2%
LC
25
LCNB Corp
Ohio
$4.98M 88,541 +6,209 +8%
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