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First Trust Long/Short Equity ETF

186 hedge funds and large institutions have $1.06B invested in First Trust Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

136% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 42

27% more capital invested

Capital invested by funds: $832M → $1.06B (+$223M)

10% more funds holding

Funds holding: 169186 (+17)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.91% more ownership

Funds ownership: 77.01%78.92% (+1.9%)

Holders
186
Holders Change
+17
Holders Change %
+10.06%
% 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
99
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$278M +$71M +1,160,460 +35%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$105M +$2.1M +34,340 +2%
LPL Financial
3
LPL Financial
California
$97.8M +$20.5M +335,072 +27%
Ameriprise
4
Ameriprise
Minnesota
$59.5M +$58.1M +950,335 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$32.7M +$1.22M +19,922 +4%
CTC
6
Central Trust Company
Missouri
$24.9M +$1.78M +29,044 +8%
Truist Financial
7
Truist Financial
North Carolina
$24.6M +$740K +12,107 +3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$19.8M +$2.03M +33,263 +12%
PAG
9
Private Advisor Group
New Jersey
$19.6M +$613K +10,020 +3%
FEG
10
Financial Enhancement Group
Indiana
$16.9M +$551K +9,012 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$13.7M +$2.71M +44,279 +25%
HighTower Advisors
12
HighTower Advisors
Illinois
$12.3M -$4.43M -72,496 -27%
SFP
13
Sweet Financial Partners
Minnesota
$11.3M +$146K +2,385 +1%
WP
14
WealthPLAN Partners
Nebraska
$11.1M -$152K -2,493 -1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.8M +$1.28M +20,896 +14%
CPG
16
Cornerstone Planning Group
New Jersey
$10.5M +$702K +11,475 +7%
WEG
17
World Equity Group
Illinois
$9.36M +$195K +3,187 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.72M +$7.42M +121,295 +673%
MWM
19
Modern Wealth Management
Kansas
$8.49M +$248K +4,062 +3%
CWM
20
Centric Wealth Management
Illinois
$8.07M +$159K +2,596 +2%
WIM
21
WealthPlan Investment Management
Nebraska
$7.85M -$197K -3,222 -3%
BHWA
22
Beacon Harbor Wealth Advisors
Virginia
$7.56M +$7.38M +120,765 New
PJWM
23
Philip James Wealth Mangement
Georgia
$7.26M +$813K +13,294 +13%
LC
24
LCNB Corp
Ohio
$6.7M +$696K +11,376 +12%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$6.09M +$78K +1,275 +1%