First Trust Long/Short Equity ETF
FTLS
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, 54 reducing their positions, and 14 closing their positions.
178% more capital inflows, than outflows
Capital inflows: $176M | Capital outflows: $63.2M
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
46% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 54
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
6% more funds holding
Funds holding: 160 → 169 (+9)
0.74% more ownership
Funds ownership: 76.27% → 77.01% (+0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$49.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$19.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.9M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$14.2M |
| 5 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$8.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$9.57M |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$6.4M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$5.23M |
| 4 |
Stratos Wealth Partners
Beachwood,
Ohio
|
-$4.46M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.4M |
FTLS Hedge Fund Activity: Q1 2024 in Review
169 of the 6,963 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q1 2024, worth a combined $832M — up 26% from $661M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FTLS positions and 14 closed out — a net gain of 12 holders — while 79 added to existing stakes and 54 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $49.6M. The largest seller was FDx Advisors, exiting entirely with an estimated $9.57M sold.
- 169 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q1 2024, up from 160 in Q4 2023.
- Funds reported $832M of First Trust Long/Short Equity ETF stock for Q1 2024, up 26% quarter-over-quarter.
- 26 funds opened new First Trust Long/Short Equity ETF positions in Q1 2024 and 14 closed out, a net change of +12 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q1 2024 was Morgan Stanley, an estimated $49.6M added.
- The largest First Trust Long/Short Equity ETF seller in Q1 2024 was FDx Advisors, an estimated $9.57M sold.
Based on aggregated 13F filings for Q1 2024.