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

First Trust Long/Short Equity ETF logo
$65.81 -0.27 (-0.41%)
Closing price 07/11/2025 04:10 PM Eastern
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$65.75 -0.06 (-0.09%)
As of 07/11/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
203
Total
Institutional Inflows
(last 12 months)
$552.57M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$107.09M
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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
7/11/2025Farther Finance Advisors LLC467$31K0.0%+456.0%0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC67,518$4.48M0.0%-0.6%0.224%
7/10/2025 Signal Advisors Wealth LLC16,407$1.09M0.1%+22.2%0.054%
7/9/2025 Dynamic Advisor Solutions LLC29,626$1.96M0.1%+19.7%0.098%
7/9/2025 FOCUS Wealth Advisors LLC91,696$6.08M3.2%+0.6%0.304%
7/9/2025 Reyes Financial Architecture Inc.4,168$276K0.2%-31.9%0.014%
7/8/2025 Richard P Slaughter Associates Inc30,704$2.04M0.4%-73.7%0.101%
7/7/2025 Global Wealth Strategies & Associates16,553$1.10M0.3%-7.4%0.054%
7/3/2025 City Center Advisors LLC9,831$652K0.7%-4.2%0.032%
6/2/2025Modern Wealth Management LLC130,551$8.37M0.3%-6.2%0.429%
5/21/2025Geneos Wealth Management Inc.8,443$541K0.0%-7.0%0.028%
5/20/2025Belpointe Asset Management LLC68,102$4.36M0.2%-17.1%0.224%
5/20/2025Focus Partners Wealth22,906$1.47M0.0%+6.6%0.075%
5/19/2025Jane Street Group LLC24,678$1.58M0.0%-30.5%0.082%
5/16/2025Prostatis Group LLC61,739$3.96M1.2%-10.3%0.204%
5/16/2025Coppell Advisory Solutions LLC89,790$5.68M0.4%+435.0%0.297%
5/16/2025Signature Estate & Investment Advisors LLC27,998$1.79M0.0%+8.3%0.093%
5/16/2025Ashton Thomas Private Wealth LLC13,168$844K0.0%N/A0.044%
5/16/2025Jones Financial Companies Lllp500$30K0.0%+1,462.5%0.002%
5/16/2025NewEdge Advisors LLC7,337$470K0.0%+32.6%0.024%
5/16/2025Integrated Wealth Concepts LLC72,368$4.64M0.1%+151.5%0.239%
5/16/2025Concorde Asset Management LLC7,482$469K0.3%+10.2%0.025%
5/15/2025Royal Bank of Canada1,970,369$126.26M0.0%+11.1%6.514%
5/15/2025Centric Wealth Management134,993$8.65M2.3%+3.1%0.446%
5/15/2025Baird Financial Group Inc.43,225$2.77M0.0%-0.9%0.143%
5/14/2025CreativeOne Wealth LLC59,933$3.84M0.1%+24.2%0.198%
5/14/2025Comerica Bank129,947$8.33M0.0%+158.5%0.430%
5/14/2025Kestra Advisory Services LLC40,630$2.60M0.0%+5.0%0.134%
5/14/2025Compound Planning Inc.166,179$10.65M0.5%+8.5%0.549%
5/14/2025Ameriprise Financial Inc.2,186,306$140.12M0.0%+31.5%7.227%
5/14/2025TFB Advisors LLC5,620$360K0.1%+53.1%0.019%
5/14/2025Capital Analysts LLC5,021$322K0.0%+13.2%0.017%
5/13/2025Steward Partners Investment Advisory LLC84,112$5.39M0.0%+19.1%0.278%
5/13/2025Raymond James Financial Inc.463,824$29.72M0.0%+82.0%1.533%
5/13/2025Nations Financial Group Inc. IA ADV16,621$1.07M0.1%-2.8%0.055%
5/13/2025HighTower Advisors LLC203,472$13.04M0.0%-0.3%0.673%
5/12/2025Maia Wealth LLC21,080$1.32M0.3%+204.9%0.070%
5/12/2025SouthState Corp1,284$82K0.0%+2,040.0%0.004%
5/12/2025Cooper Financial Group18,429$1.18M0.2%+14.9%0.061%
5/12/2025Benjamin Edwards Inc.38,141$2.44M0.0%+32.1%0.126%
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5/12/2025Lcnb Corp49,485$3.17M1.2%+13.8%0.164%
5/12/2025National Bank of Canada FI1,305$83K0.0%+100.8%0.004%
5/12/2025LaSalle St. Investment Advisors LLC23,717$1.52M0.4%+1.2%0.078%
5/12/2025WealthPLAN Partners LLC167,093$10.71M1.5%+0.5%0.552%
5/12/2025WealthPlan Investment Management LLC146,626$9.40M0.9%-1.0%0.485%
5/12/2025Beacon Harbor Wealth Advisors Inc.133,699$8.57M2.0%+0.9%0.442%
5/9/2025Atria Wealth Solutions Inc.40,053$2.57M0.0%+131.1%0.132%
5/9/2025Plan Group Financial LLC3,472$222K0.1%N/A0.011%
5/8/2025Moors & Cabot Inc.5,384$345K0.0%-11.1%0.018%
5/8/2025Harbour Investments Inc.77,017$4.94M0.1%+65.0%0.255%
5/8/2025 FOCUS Wealth Advisors LLC91,135$5.84M3.2%-2.2%0.301%
5/7/2025Viawealth LLC78,818$5.05M3.1%+13.1%0.261%
5/7/2025LPL Financial LLC2,260,242$144.84M0.1%+18.5%7.472%
5/7/2025First Heartland Consultants Inc.9,097$583K0.1%N/A0.030%
5/6/2025Assetmark Inc.71,892$4.61M0.0%+32.3%0.238%
5/6/2025Cetera Investment Advisers586,842$37.61M0.1%+8.4%1.940%
5/6/2025Avantax Advisory Services Inc.73,101$4.68M0.0%+17.7%0.242%
5/6/2025Brookwood Investment Group LLC11,301$724K0.1%N/A0.037%
5/6/2025Advisor OS LLC4,474$287K0.0%N/A0.015%
5/6/2025AE Wealth Management LLC16,971$1.09M0.0%-41.8%0.056%
5/6/2025Wedbush Securities Inc.9,374$601K0.0%+96.1%0.031%
5/6/2025Quadrant Private Wealth Management LLC4,043$259K0.1%-14.6%0.013%
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%
5/2/2025Acas LLC50,792$3.24M2.5%-3.3%0.168%
5/2/2025Kingsview Wealth Management LLC50,301$3.22M0.1%+9.0%0.166%
5/2/2025Montis Financial LLC20,719$1.33M0.4%-1.6%0.068%
5/2/2025Frederick Financial Consultants LLC23,004$1.47M1.1%N/A0.076%
5/2/2025Legacy Capital Wealth Partners LLC14,820$950K0.2%+4.3%0.049%
5/2/2025Parcion Private Wealth LLC14,633$938K0.1%+14.4%0.048%
5/2/2025Lord & Richards Wealth Management LLC484$31K0.0%N/A0.002%
5/2/2025Apollon Wealth Management LLC28,531$1.83M0.0%-0.6%0.094%
5/2/2025Sigma 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%
5/1/2025CWM LLC190,920$12.23M0.0%+5.1%0.631%
5/1/2025Grant GrossMendelsohn LLC4,936$312K0.2%-29.1%0.016%
5/1/2025Gateway Wealth Partners LLC33,494$2.15M0.5%+230.4%0.111%
5/1/2025Stegent Equity Advisors Inc.62,420$4M4.1%-6.8%0.206%
4/30/2025Cerity Partners LLC35,079$2.25M0.0%+198.6%0.116%
4/30/2025Allworth Financial LP2,489$157K0.0%-10.8%0.008%
4/30/2025Moloney Securities Asset Management LLC11,163$715K0.1%+7.6%0.037%
4/30/2025Twelve Points Wealth Management LLC11,252$721K0.2%+22.3%0.037%
4/30/2025Cornerstone Planning Group LLC199,717$12.47M3.0%+5.8%0.660%
4/30/2025Stratos Wealth Partners LTD.76,461$4.90M0.1%+6.9%0.253%
4/30/2025Stratos Wealth Advisors LLC26,034$1.67M0.1%+1.1%0.086%
4/30/2025NTV Asset Management LLC5,808$372K0.0%N/A0.019%
4/30/2025Crossmark Global Holdings Inc.7,654$489K0.0%N/A0.025%
4/29/2025Fairway Wealth LLC28,495$1.83M0.6%+23.4%0.094%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
4/29/2025U.S. Capital Wealth Advisors LLC21,563$1.38M0.0%+4.1%0.071%
4/29/2025Envestnet Asset Management Inc.534,076$34.22M0.0%+4.8%1.766%
4/29/2025Concurrent Investment Advisors LLC20,060$1.29M0.0%-6.0%0.066%
4/29/2025Bank of New York Mellon Corp22,320$1.43M0.0%-3.6%0.074%
4/29/2025World Investment Advisors37,084$2.38M0.1%+47.9%0.123%
4/29/2025SMART Wealth LLC18,909$1.21M0.4%+1.5%0.063%
4/29/2025OneDigital Investment Advisors LLC14,761$946K0.0%+19.6%0.049%
4/29/2025Silver Oak Securities Incorporated18,383$1.17M0.1%+7.3%0.061%
4/28/2025Strategic Financial Concepts LLC4,006$257K0.0%+6.2%0.013%
4/28/2025Private Trust Co. NA3,250$208K0.0%+13.9%0.011%
(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, 261 institutional investors and hedge funds held shares of First Trust Long/Short Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($144.84M), Ameriprise Financial Inc. ($140.12M), Royal Bank of Canada ($126.26M), JPMorgan Chase & Co. ($50.57M), Cetera Investment Advisers ($37.61M), Envestnet Asset Management Inc. ($34.22M), and Raymond James Financial Inc. ($29.72M).Learn more on First Trust Long/Short Equity ETF's institutional investors.

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

Of the 235 institutional investors that purchased First Trust Long/Short Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.11M), Ameriprise Financial Inc. ($996.71K), JPMorgan Chase & Co. ($758.40K), Raymond James Financial Inc. ($718.63K), International Assets Investment Management LLC ($685.37K), Cetera Investment Advisers ($380.44K), 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 8,579,623 shares in the last 24 months. This purchase volume represents approximately $552.57M in transactions.

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

Of the 103 institutional investors that sold First Trust Long/Short Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($305.32K), Mariner LLC ($225.94K), Private Advisor Group LLC ($186.82K), Financial Enhancement Group LLC ($162.62K), Richard P Slaughter Associates Inc ($86.18K), Cerity Partners LLC ($68.81K), and Truist Financial Corp ($52.47K).

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

Institutional investors have sold a total of 1,639,794 shares in the last 24 months. This volume of shares sold represents approximately $107.09M in transactions.



This page (NYSEARCA:FTLS) was last updated on 7/13/2025 by MarketBeat.com Staff
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