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First Trust Long/Short Equity ETF

169 hedge funds and large institutions have $831M invested in First Trust Long/Short Equity ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 14 closing their positions.

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
26
Increased
79
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$203M 3,287,789 -1,616,373 -33%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$101M 1,643,539 -44,736 -3%
LPL Financial
3
LPL Financial
California
$75.7M 1,226,937 +335,450 +38%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31M 502,737 +285,303 +131%
Truist Financial
5
Truist Financial
North Carolina
$23.4M 380,270 -88,146 -19%
CTC
6
Central Trust Company
Missouri
$22.7M 368,659 +2,375 +0.6%
PAG
7
Private Advisor Group
New Jersey
$18.7M 302,862 +123,860 +69%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$17.5M 283,043 +239,972 +557%
HighTower Advisors
9
HighTower Advisors
Illinois
$16.6M 269,248 +85,569 +47%
FEG
10
Financial Enhancement Group
Indiana
$15.8M 261,356 +7,220 +3%
WP
11
WealthPLAN Partners
Nebraska
$11.1M 179,547 -10,759 -6%
SFP
12
Sweet Financial Partners
Minnesota
$11M 177,923 +428 +0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.7M 174,110 +29,939 +21%
CPG
14
Cornerstone Planning Group
New Jersey
$9.71M 161,564 +11,615 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$9.36M 151,756 +85,576 +129%
WEG
16
World Equity Group
Illinois
$9.02M 146,332 +146,332 New
MWM
17
Modern Wealth Management
Kansas
$8.11M 131,566 +9,806 +8%
WIM
18
WealthPlan Investment Management
Nebraska
$7.93M 128,639 -51,106 -28%
CWM
19
Centric Wealth Management
Illinois
$7.51M 126,798 -2,287 -2%
PJWM
20
Philip James Wealth Mangement
Georgia
$6.33M 102,707 +6,554 +7%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$6.15M 99,691 -4,040 -4%
CPCM
22
Cardinal Point Capital Management
Ontario, Canada
$5.92M 95,984 +4,185 +5%
LC
23
LCNB Corp
Ohio
$5.9M 95,736 +7,195 +8%
BC
24
Brio Consultants
California
$5.57M 90,360 -125 -0.1%
FWA
25
FOCUS Wealth Advisors
Texas
$5.5M 89,122 +11,037 +14%