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First Trust Long/Short Equity ETF

169 hedge funds and large institutions have $832M 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.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

44% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 55

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

6% more funds holding

Funds holding: 160169 (+9)

4% more capital invested

Capital invested by funds: $799M → $832M (+$33M)

15.28% less ownership

Funds ownership: 92.29%77.01% (-15%)

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.43%
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 Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$203M -$95.8M -1,616,373 -33%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$101M -$2.65M -44,736 -3%
LPL Financial
3
LPL Financial
California
$75.7M +$19.9M +335,450 +38%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31M +$16.9M +285,303 +131%
Truist Financial
5
Truist Financial
North Carolina
$23.4M -$5.23M -88,146 -19%
CTC
6
Central Trust Company
Missouri
$22.7M +$141K +2,375 +0.6%
PAG
7
Private Advisor Group
New Jersey
$18.7M +$7.34M +123,860 +69%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$17.5M +$14.2M +239,972 +557%
HighTower Advisors
9
HighTower Advisors
Illinois
$16.6M +$5.07M +85,569 +47%
FEG
10
Financial Enhancement Group
Indiana
$15.8M +$428K +7,220 +3%
WP
11
WealthPLAN Partners
Nebraska
$11.1M -$638K -10,759 -6%
SFP
12
Sweet Financial Partners
Minnesota
$11M +$25.4K +428 +0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.7M +$1.78M +29,939 +21%
CPG
14
Cornerstone Planning Group
New Jersey
$9.71M +$689K +11,615 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$9.36M +$5.07M +85,576 +129%
WEG
16
World Equity Group
Illinois
$9.02M +$8.68M +146,332 New
MWM
17
Modern Wealth Management
Kansas
$8.11M +$581K +9,806 +8%
WIM
18
WealthPlan Investment Management
Nebraska
$7.93M -$3.03M -51,106 -28%
CWM
19
Centric Wealth Management
Illinois
$7.51M -$136K -2,287 -2%
PJWM
20
Philip James Wealth Mangement
Georgia
$6.33M +$389K +6,554 +7%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$6.15M -$240K -4,040 -4%
CPCM
22
Cardinal Point Capital Management
Ontario, Canada
$5.92M +$248K +4,185 +5%
LC
23
LCNB Corp
Ohio
$5.9M +$427K +7,195 +8%
BC
24
Brio Consultants
California
$5.57M -$7.41K -125 -0.1%
FWA
25
FOCUS Wealth Advisors
Texas
$5.5M +$654K +11,037 +14%