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First Trust Long/Short Equity ETF
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Overview Fund Activity

232 hedge funds and large institutions have $1.57B invested in First Trust Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
232
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
3.15%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.18%
New
30
Increased
126
Reduced
58
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$393M
2
Ameriprise
2
Ameriprise
Minnesota
$140M
3
LPL Financial
3
LPL Financial
California
$145M
4
HPC
4
Hobart Private Capital
North Carolina
$19.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$19.8M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$9.69M
2
AAA
2
American Alpha Advisors
New York
$0
3
AWA
3
Authentikos Wealth Advisory
California
$0
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
OL
5
Owen LaRue
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$393M 6,125,289 +595,541 +11%
LPL Financial
2
LPL Financial
California
$145M 2,260,242 +352,687 +18%
Ameriprise
3
Ameriprise
Minnesota
$140M 2,186,306 +523,615 +31%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$126M 1,970,369 +196,268 +11%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$50.2M 782,737 +14,355 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$37.6M 586,842 +45,451 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$34.2M 534,076 +24,540 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$29.7M 463,824 +209,019 +82%
Truist Financial
9
Truist Financial
North Carolina
$27M 421,986 -4,290 -1%
CTC
10
Central Trust Company
Missouri
$23.7M 370,144 +695 +0.2%
Stifel Financial
11
Stifel Financial
Missouri
$19.8M 309,359 +239,735 +344%
HPC
12
Hobart Private Capital
North Carolina
$19.5M 304,240 +304,240 New
WEG
13
World Equity Group
Illinois
$15.2M 237,346 +20,718 +10%
FEG
14
Financial Enhancement Group
Indiana
$14.7M 236,771 +87,410 +59%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$14M 218,757 +29,778 +16%
HighTower Advisors
16
HighTower Advisors
Illinois
$13M 203,472 -532 -0.3%
Osaic Holdings
17
Osaic Holdings
Arizona
$13M 202,222 +22,956 +13%
CPG
18
Cornerstone Planning Group
New Jersey
$12.5M 199,717 +11,006 +6%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$12.2M 190,920 +9,194 +5%
WP
20
WealthPLAN Partners
Nebraska
$10.7M 167,093 +830 +0.5%
AFG
21
Atomi Financial Group
New York
$10.6M 166,179 +13,027 +9%
EFG
22
Ethos Financial Group
Pennsylvania
$10.3M 156,299 – –
EC
23
EdgeRock Capital
Colorado
$10M 156,231 +50,496 +48%
PAG
24
Private Advisor Group
New Jersey
$9.69M 151,211 -134,121 -47%
WIM
25
WealthPlan Investment Management
Nebraska
$9.4M 146,626 -1,488 -1%
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