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First Trust Long/Short Equity ETF

235 hedge funds and large institutions have $4.4B invested in First Trust Long/Short Equity ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 98 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

262% more capital invested

Capital invested by funds: $1.21B → $4.4B (+$3.19B)

40% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 70

16% more funds holding

Funds holding: 202235 (+33)

0.97% more ownership

Funds ownership: 80.62%81.59% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
235
Holders Change
+33
Holders Change %
+16.34%
% of All Funds
3.1%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
53
Increased
98
Reduced
70
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.99B -$63.1K -965 -2%
Morgan Stanley
2
Morgan Stanley
New York
$364M +$54.1M +827,844 +18%
LPL Financial
3
LPL Financial
California
$126M +$12.7M +194,659 +11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$117M +$2.36M +36,194 +2%
Ameriprise
5
Ameriprise
Minnesota
$109M +$30.9M +473,092 +40%
JP Morgan Chase
6
JP Morgan Chase
New York
$50.6M +$22.5M +344,423 +81%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$35.6M +$4.02M +61,503 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$33.5M -$1.71M -26,188 -5%
Truist Financial
9
Truist Financial
North Carolina
$28.1M -$3.43M -52,465 -11%
CTC
10
Central Trust Company
Missouri
$24.3M -$310K -4,752 -1%
PAG
11
Private Advisor Group
New Jersey
$18.8M -$3.44M -52,701 -16%
Raymond James Financial
12
Raymond James Financial
Florida
$16.8M +$16.6M +254,805 New
WEG
13
World Equity Group
Illinois
$14.3M +$4.8M +73,426 +51%
HighTower Advisors
14
HighTower Advisors
Illinois
$13.4M +$102K +1,558 +0.8%
CPG
15
Cornerstone Planning Group
New Jersey
$12.6M +$331K +5,063 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$12.4M -$1.16M -17,695 -9%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$12M +$10.6M +162,132 +827%
Osaic Holdings
18
Osaic Holdings
Arizona
$11.8M -$1.13M -17,250 -9%
WP
19
WealthPLAN Partners
Nebraska
$10.9M -$819K -12,532 -7%
EFG
20
Ethos Financial Group
Pennsylvania
$10.3M +$9.98M +152,745 +4,298%
AFG
21
Atomi Financial Group
New York
$10.1M +$3.09M +47,282 +45%
FEG
22
Financial Enhancement Group
Indiana
$9.88M -$10.6M -162,624 -52%
WIM
23
WealthPlan Investment Management
Nebraska
$9.75M +$1.15M +17,575 +13%
MWM
24
Modern Wealth Management
Kansas
$9.16M -$195K -2,990 -2%
BHWA
25
Beacon Harbor Wealth Advisors
Virginia
$8.72M +$516K +7,902 +6%