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First Trust Long/Short Equity ETF

185 hedge funds and large institutions have $1.05B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 98 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
2.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
34
Increased
98
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$278M 4,448,249 +1,160,460 +35%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$105M 1,677,879 +34,340 +2%
LPL Financial
3
LPL Financial
California
$97.8M 1,562,009 +335,072 +27%
Ameriprise
4
Ameriprise
Minnesota
$59.5M 950,335 +950,335 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.7M 522,659 +19,922 +4%
CTC
6
Central Trust Company
Missouri
$24.9M 397,703 +29,044 +8%
Truist Financial
7
Truist Financial
North Carolina
$24.6M 392,377 +12,107 +3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$19.8M 316,306 +33,263 +12%
PAG
9
Private Advisor Group
New Jersey
$19.6M 312,882 +10,020 +3%
FEG
10
Financial Enhancement Group
Indiana
$16.9M 270,368 +9,012 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$13.7M 218,389 +44,279 +25%
HighTower Advisors
12
HighTower Advisors
Illinois
$12.3M 196,752 -72,496 -27%
SFP
13
Sweet Financial Partners
Minnesota
$11.3M 180,308 +2,385 +1%
WP
14
WealthPLAN Partners
Nebraska
$11.1M 177,054 -2,493 -1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.8M 172,652 +20,896 +14%
CPG
16
Cornerstone Planning Group
New Jersey
$10.5M 173,039 +11,475 +7%
WEG
17
World Equity Group
Illinois
$9.36M 149,519 +3,187 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.72M 139,321 +121,295 +673%
MWM
19
Modern Wealth Management
Kansas
$8.49M 135,628 +4,062 +3%
CWM
20
Centric Wealth Management
Illinois
$8.07M 129,394 +2,596 +2%
WIM
21
WealthPlan Investment Management
Nebraska
$7.85M 125,417 -3,222 -3%
BHWA
22
Beacon Harbor Wealth Advisors
Virginia
$7.56M 120,765 +120,765 New
PJWM
23
Philip James Wealth Mangement
Georgia
$7.26M 116,001 +13,294 +13%
LC
24
LCNB Corp
Ohio
$6.7M 107,112 +11,376 +12%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$6.09M 97,259 +1,275 +1%