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First Trust Long/Short Equity ETF
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Overview Fund Activity

201 hedge funds and large institutions have $1.21B invested in First Trust Long/Short Equity ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
201
Holders Change
+16
Holders Change %
+8.65%
% of All Funds
2.91%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
100
Reduced
60
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$26.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$298M
3
Ameriprise
3
Ameriprise
Minnesota
$75.5M
4
Mariner
4
Mariner
Kansas
$14.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$30.5M

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$930K
3
IWM
3
IHT Wealth Management
Illinois
$2.31M
4
SFS
4
Sowell Financial Services
Arkansas
$3.39M
5
CTC
5
Central Trust Company
Missouri
$23.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$298M 4,701,904 +253,655 +6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$110M 1,737,907 +60,028 +4%
LPL Financial
3
LPL Financial
California
$109M 1,712,896 +150,887 +10%
Ameriprise
4
Ameriprise
Minnesota
$75.5M 1,189,599 +239,264 +25%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34M 535,724 +13,065 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$30.5M 479,888 +163,582 +52%
Truist Financial
7
Truist Financial
North Carolina
$30.4M 478,741 +86,364 +22%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$26.9M 423,959 +413,979 +4,148%
CTC
9
Central Trust Company
Missouri
$23.8M 374,201 -23,502 -6%
PAG
10
Private Advisor Group
New Jersey
$21.5M 338,033 +25,151 +8%
FEG
11
Financial Enhancement Group
Indiana
$16M 311,985 +41,617 +15%
Mariner
12
Mariner
Kansas
$14.9M 234,461 +226,481 +2,838%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$13.1M 206,674 +34,022 +20%
HighTower Advisors
14
HighTower Advisors
Illinois
$12.9M 202,446 +5,694 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.5M 196,516 -21,873 -10%
CPG
16
Cornerstone Planning Group
New Jersey
$11.8M 183,648 +10,609 +6%
WP
17
WealthPLAN Partners
Nebraska
$11.3M 178,795 +1,741 +1%
SFP
18
Sweet Financial Partners
Minnesota
$11.3M 177,340 -2,968 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$11M 173,103 +33,782 +24%
WEG
20
World Equity Group
Illinois
$9.09M 143,202 -6,317 -4%
MWM
21
Modern Wealth Management
Kansas
$9.03M 142,220 +6,592 +5%
CWM
22
Centric Wealth Management
Illinois
$8.47M 129,642 +248 +0.2%
WIM
23
WealthPlan Investment Management
Nebraska
$8.29M 130,539 +5,122 +4%
BHWA
24
Beacon Harbor Wealth Advisors
Virginia
$7.91M 124,611 +3,846 +3%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$7.63M 120,174 +22,915 +24%
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