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First Trust Long/Short Equity ETF

234 hedge funds and large institutions have $1.58B invested in First Trust Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 59

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.01% more ownership

Funds ownership: 81.59%82.61% (+1%)

0% less funds holding

Funds holding: 235234 (-1)

64% less capital invested

Capital invested by funds: $4.4B → $1.58B (-$2.82B)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.14%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
30
Increased
127
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$393M +$39.4M +595,541 +11%
LPL Financial
2
LPL Financial
California
$145M +$23.3M +352,687 +18%
Ameriprise
3
Ameriprise
Minnesota
$140M +$34.6M +523,615 +31%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$126M +$13M +196,268 +11%
JP Morgan Chase
5
JP Morgan Chase
New York
$50.2M +$950K +14,355 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$37.6M +$3.01M +45,451 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$34.2M +$1.62M +24,540 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$29.7M +$13.8M +209,019 +82%
Truist Financial
9
Truist Financial
North Carolina
$27M -$284K -4,290 -1%
CTC
10
Central Trust Company
Missouri
$23.7M +$46K +695 +0.2%
Stifel Financial
11
Stifel Financial
Missouri
$19.8M +$15.9M +239,735 +344%
HPC
12
Hobart Private Capital
North Carolina
$19.5M +$20.1M +304,240 New
WEG
13
World Equity Group
Illinois
$15.2M +$1.37M +20,718 +10%
FEG
14
Financial Enhancement Group
Indiana
$14.7M +$5.78M +87,410 +59%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$14M +$1.97M +29,778 +16%
HighTower Advisors
16
HighTower Advisors
Illinois
$13M -$35.2K -532 -0.3%
Osaic Holdings
17
Osaic Holdings
Arizona
$13M +$1.52M +22,956 +13%
CPG
18
Cornerstone Planning Group
New Jersey
$12.5M +$728K +11,006 +6%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$12.2M +$608K +9,194 +5%
WP
20
WealthPLAN Partners
Nebraska
$10.7M +$54.9K +830 +0.5%
AFG
21
Atomi Financial Group
New York
$10.6M +$862K +13,027 +9%
EFG
22
Ethos Financial Group
Pennsylvania
$10.3M
EC
23
EdgeRock Capital
Colorado
$10M +$3.34M +50,496 +48%
PAG
24
Private Advisor Group
New Jersey
$9.69M -$8.87M -134,121 -47%
WIM
25
WealthPlan Investment Management
Nebraska
$9.4M -$98.4K -1,488 -1%