First Trust Long/Short Equity ETF
FTLS
235 hedge funds and large institutions have $1.41B invested in First Trust Long/Short Equity ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 69 reducing their positions, and 14 closing their positions.
271% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 14
239% more capital inflows, than outflows
Capital inflows: $241M | Capital outflows: $71M
45% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 69
16% more funds holding
Funds holding: 203 → 235 (+32)
2.12% more ownership
Funds ownership: 79.48% → 81.59% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$54.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$30.9M |
| 3 |
JP Morgan Chase
New York
|
+$22.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$12.7M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$14.8M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$10.6M |
| 3 |
Cerity Partners
New York
|
-$4.5M |
| 4 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$3.83M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.44M |
FTLS Hedge Fund Activity: Q4 2024 in Review
235 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q4 2024, worth a combined $1.41B — up 16% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new FTLS positions and 14 closed out — a net gain of 38 holders — while 100 added to existing stakes and 69 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was Mariner, cutting an estimated $14.8M.
- 235 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q4 2024, up from 203 in Q3 2024.
- Funds reported $1.41B of First Trust Long/Short Equity ETF stock for Q4 2024, up 16% quarter-over-quarter.
- 52 funds opened new First Trust Long/Short Equity ETF positions in Q4 2024 and 14 closed out, a net change of +38 holders.
- The largest First Trust Long/Short Equity ETF buyer in Q4 2024 was Morgan Stanley, an estimated $54.1M added.
- The largest First Trust Long/Short Equity ETF seller in Q4 2024 was Mariner, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2024.