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First Trust Long/Short Equity ETF (FTLS) Institutional Ownership

First Trust Long/Short Equity ETF logo
$64.20 -0.06 (-0.09%)
As of 05/5/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Long/Short Equity ETF (NYSEARCA:FTLS)

Number of
Institutional Buyers
(last 12 months)
195
Total
Institutional Inflows
(last 12 months)
$471.30M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$104.24M
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FTLS Institutional Buying and Selling by Quarter

First Trust Long/Short Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2025PFG Advisors14,854$952K0.1%-3.6%0.049%
5/5/2025IFP Advisors Inc23,997$1.54M0.0%-0.9%0.079%
5/5/2025Kestra Private Wealth Services LLC27,346$1.75M0.0%+13.2%0.090%
5/5/2025Private Advisor Group LLC151,211$9.69M0.1%-47.0%0.500%
5/2/2025 Acas LLC50,792$3.24M2.5%-3.3%0.168%
5/2/2025 Kingsview Wealth Management LLC50,301$3.22M0.1%+9.0%0.166%
5/2/2025 Montis Financial LLC20,719$1.33M0.4%-1.6%0.068%
5/2/2025 Frederick Financial Consultants LLC23,004$1.47M1.1%N/A0.076%
5/2/2025 Legacy Capital Wealth Partners LLC14,820$950K0.2%+4.3%0.049%
5/2/2025 Parcion Private Wealth LLC14,633$938K0.1%+14.4%0.048%
5/2/2025 Lord & Richards Wealth Management LLC484$31K0.0%N/A0.002%
5/2/2025 Apollon Wealth Management LLC28,531$1.83M0.0%-0.6%0.094%
5/2/2025 Sigma Planning Corp63,659$4.08M0.1%-1.6%0.210%
5/1/2025 Reyes Financial Architecture Inc.6,120$392K0.3%+15.5%0.020%
5/1/2025 CWM LLC190,920$12.23M0.0%+5.1%0.631%
5/1/2025 Grant GrossMendelsohn LLC4,936$312K0.2%-29.1%0.016%
5/1/2025 Gateway Wealth Partners LLC33,494$2.15M0.5%+230.4%0.111%
5/1/2025 Stegent Equity Advisors Inc.62,420$4M4.1%-6.8%0.206%
4/30/2025 Cerity Partners LLC35,079$2.25M0.0%+198.6%0.116%
4/30/2025 Allworth Financial LP2,489$157K0.0%-10.8%0.008%
4/30/2025 Moloney Securities Asset Management LLC11,163$715K0.1%+7.6%0.037%
4/30/2025 Twelve Points Wealth Management LLC11,252$721K0.2%+22.3%0.037%
4/30/2025 Cornerstone Planning Group LLC199,717$12.47M3.0%+5.8%0.660%
4/30/2025 Stratos Wealth Partners LTD.76,461$4.90M0.1%+6.9%0.253%
4/30/2025 Stratos Wealth Advisors LLC26,034$1.67M0.1%+1.1%0.086%
4/30/2025 NTV Asset Management LLC5,808$372K0.0%N/A0.019%
4/30/2025 Crossmark Global Holdings Inc.7,654$489K0.0%N/A0.025%
4/29/2025 Fairway Wealth LLC28,495$1.83M0.6%+23.4%0.094%
4/29/2025 U.S. Capital Wealth Advisors LLC21,563$1.38M0.0%+4.1%0.071%
4/29/2025 Envestnet Asset Management Inc.534,076$34.22M0.0%+4.8%1.766%
4/29/2025 Concurrent Investment Advisors LLC20,060$1.29M0.0%-6.0%0.066%
4/29/2025 Bank of New York Mellon Corp22,320$1.43M0.0%-3.6%0.074%
4/29/2025 World Investment Advisors37,084$2.38M0.1%+47.9%0.123%
4/29/2025 SMART Wealth LLC18,909$1.21M0.4%+1.5%0.063%
4/29/2025 OneDigital Investment Advisors LLC14,761$946K0.0%+19.6%0.049%
4/29/2025 Silver Oak Securities Incorporated18,383$1.17M0.1%+7.3%0.061%
4/28/2025 Strategic Financial Concepts LLC4,006$257K0.0%+6.2%0.013%
4/28/2025 Private Trust Co. NA3,250$208K0.0%+13.9%0.011%
4/28/2025 Meadow Creek Wealth Advisors LLC12,532$803K0.6%+7.5%0.041%
4/28/2025 Oregon Pacific Wealth Management LLC32,973$2.11M2.1%+18.7%0.109%
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4/28/2025 LFA Lugano Financial Advisors SA57,787$3.70M2.5%-7.3%0.191%
4/28/2025 Rossby Financial LCC468$30K0.0%N/A0.002%
4/25/2025 Koshinski Asset Management Inc.57,192$3.67M0.3%+25.7%0.190%
4/25/2025 Ameritas Advisory Services LLC21,904$1.41M0.1%+23.9%0.073%
4/24/2025 Golden State Wealth Management LLC71,432$4.58M0.7%+4.0%0.237%
4/24/2025 Philip James Wealth Mangement LLC122,645$7.86M1.0%+1.4%0.407%
4/23/2025 Western Wealth Management LLC7,465$478K0.0%+23.4%0.025%
4/23/2025 Live Oak Investment Partners75,511$4.84M3.8%-1.0%0.250%
4/23/2025 Golden State Wealth Management LLC139,635$8.95M0.7%+103.4%0.463%
4/23/2025 Golden State Equity Partners18,057$1.16M0.2%-8.9%0.060%
4/23/2025 Financial Enhancement Group LLC236,771$14.71M2.3%+58.5%0.785%
4/23/2025 International Assets Investment Management LLC5,381$345K0.0%-4.6%0.018%
4/23/2025 Proactive Wealth Strategies LLC84,591$5.42M2.9%+9.2%0.281%
4/23/2025 Balboa Wealth Partners3,438$220K0.1%-54.9%0.011%
4/23/2025 IMG Wealth Management Inc.65,557$4.20M3.8%+11.0%0.217%
4/23/2025 Oppenheimer & Co. Inc.46,913$3.01M0.0%+50.9%0.156%
4/22/2025 Flagship Harbor Advisors LLC107,150$6.87M0.4%+14.3%0.355%
4/22/2025 Cambridge Investment Research Advisors Inc.218,757$14.02M0.0%+15.8%0.726%
4/22/2025 World Equity Group Inc.237,346$15.21M4.3%+9.6%0.787%
4/21/2025 Provident Wealth Management LLC9,934$637K0.2%-20.4%0.033%
4/21/2025 Envestnet Portfolio Solutions Inc.55,658$3.57M0.0%+77.4%0.185%
4/21/2025 Kingswood Wealth Advisors LLC62,829$4.03M0.2%+35.0%0.208%
4/18/2025 Cornerstone Wealth Management LLC10,379$665K0.0%N/A0.034%
4/18/2025 Optivise Advisory Services LLC4,123$264K0.1%-77.1%0.014%
4/18/2025 CENTRAL TRUST Co370,144$23.72M0.6%+0.2%1.228%
4/17/2025 Sowell Financial Services LLC81,795$5.24M0.2%+26.4%0.271%
4/17/2025 Janney Montgomery Scott LLC69,810$4.47M0.0%-21.0%0.232%
4/17/2025 RiverTree Advisors LLC19,449$1.25M0.8%-4.1%0.065%
4/17/2025 Cyndeo Wealth Partners LLC12,668$812K0.1%+6.0%0.042%
4/17/2025 Morey & Quinn Wealth Partners LLC4,769$306K0.3%+6.0%0.016%
4/17/2025 Dynamic Advisor Solutions LLC24,752$1.59M0.1%+71.8%0.082%
4/16/2025 Avaii Wealth Management LLC12,829$822K0.4%N/A0.043%
4/16/2025 Wealth Enhancement Advisory Services LLC67,930$4.35M0.0%+10.0%0.225%
4/16/2025 Matauro LLC4,584$294K0.1%+4.8%0.015%
4/16/2025 Elevation Point Wealth Partners LLC7,527$482K0.0%+27.7%0.025%
4/15/2025 GPS Wealth Strategies Group LLC71,987$4.61M0.6%N/A0.239%
4/15/2025 EdgeRock Capital LLC156,231$10.01M7.1%+47.8%0.518%
4/15/2025 CX Institutional634$41K0.0%N/A0.002%
4/15/2025 Simplicity Wealth LLC17,574$1.13M0.1%N/A0.058%
4/15/2025 GAMMA Investing LLC1,357$87K0.0%-20.2%0.005%
4/14/2025 First Citizens Bank & Trust Co.18,075$1.16M0.0%+3.7%0.060%
4/14/2025 Park Avenue Securities LLC9,350$599K0.0%+4.9%0.031%
4/14/2025 KMG Fiduciary Partners LLC25,437$1.63M0.1%+24.8%0.084%
4/14/2025 City Center Advisors LLC10,264$658K0.8%+5.9%0.034%
4/11/2025 SeaCrest Wealth Management LLC9,825$630K0.1%N/A0.033%
4/11/2025 Signal Advisors Wealth LLC13,421$860K0.1%+188.8%0.045%
4/10/2025 Richard P Slaughter Associates Inc116,886$7.49M1.7%+5.1%0.388%
4/10/2025 Iams Wealth Management LLC9,764$626K0.3%-21.9%0.032%
4/9/2025 NBC Securities Inc.803$51K0.0%N/A0.003%
4/7/2025 GAMMA Investing LLC86,957$5.57M0.0%+5,015.1%0.288%
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4/2/2025 Global Wealth Strategies & Associates17,881$1.15M0.3%+8.9%0.060%
4/1/2025 Hobart Private Capital LLC304,240$19.50M4.9%N/A1.023%
3/21/2025Prostatis Group LLC68,797$4.53M1.3%+6.6%0.231%
3/17/2025 Wealth Enhancement Advisory Services LLC61,775$4.07M0.0%-1.8%0.210%
3/12/2025Centaurus Financial Inc.8,430$555K0.0%N/A0.029%
2/25/2025B. Riley Wealth Advisors Inc.30,421$2.00M0.1%+1.5%0.153%
2/25/2025Armis Advisers LLC75,047$4.94M0.6%N/A0.378%
2/24/2025 United Advisor Group LLC4,175$275K0.1%N/A0.021%
2/19/2025Richmond Investment Services LLC4,023$265K0.1%N/A0.020%
2/19/2025WCG Wealth Advisors LLC13,059$859K0.1%-6.9%0.066%
(Data available from 1/1/2016 forward)

FTLS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTLS shares?

During the previous two years, 253 institutional investors and hedge funds held shares of First Trust Long/Short Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($125.54M), Royal Bank of Canada ($116.75M), Ameriprise Financial Inc. ($109.43M), JPMorgan Chase & Co. ($50.57M), Cetera Investment Advisers ($35.63M), Envestnet Asset Management Inc. ($34.22M), and Truist Financial Corp ($28.05M).Learn more on FTLS's institutional investors.

Which institutional investors have been buying First Trust Long/Short Equity ETF stock?

Of the 225 institutional investors that purchased First Trust Long/Short Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($801.33K), JPMorgan Chase & Co. ($758.40K), International Assets Investment Management LLC ($685.37K), Raymond James Financial Inc. ($509.61K), Ameriprise Financial Inc. ($473.09K), Private Advisor Group LLC ($369.77K), and WealthPlan Investment Management LLC ($362.08K).

How much institutional buying is happening at First Trust Long/Short Equity ETF?

Institutional investors have bought a total of 10,858,703 shares in the last 24 months. This purchase volume represents approximately $664.28M in transactions.

Which First Trust Long/Short Equity ETF major shareholders have been selling company stock?

Of the 121 institutional investors that sold First Trust Long/Short Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($490.43K), WealthPlan Investment Management LLC ($423.18K), WealthPLAN Partners LLC ($279.21K), Financial Enhancement Group LLC ($231.36K), Mariner LLC ($225.94K), Private Advisor Group LLC ($218.56K), and LFA Lugano Financial Advisors SA ($127.30K).

How much institutional selling is happening at First Trust Long/Short Equity ETF?

Institutional investors have sold a total of 3,137,922 shares in the last 24 months. This volume of shares sold represents approximately $187.07M in transactions.



This page (NYSEARCA:FTLS) was last updated on 5/6/2025 by MarketBeat.com Staff
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