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

First Trust Long/Short Equity ETF logo
$65.17 -0.24 (-0.37%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Long/Short Equity ETF (NYSEARCA:FTLS)

Number of
Institutional Buyers
(last 12 months)
202
Total
Institutional Inflows
(last 12 months)
$552.89M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$100.61M
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FTLS Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.8,443$541K0.0%-7.0%0.028%
5/20/2025 Belpointe Asset Management LLC68,102$4.36M0.2%-17.1%0.224%
5/20/2025 Focus Partners Wealth22,906$1.47M0.0%+6.6%0.075%
5/19/2025 Jane Street Group LLC24,678$1.58M0.0%-30.5%0.082%
5/16/2025 Prostatis Group LLC61,739$3.96M1.2%-10.3%0.204%
5/16/2025 Coppell Advisory Solutions LLC89,790$5.68M0.4%+435.0%0.297%
5/16/2025 Signature Estate & Investment Advisors LLC27,998$1.79M0.0%+8.3%0.093%
5/16/2025 Ashton Thomas Private Wealth LLC13,168$844K0.0%N/A0.044%
5/16/2025 Jones Financial Companies Lllp500$30K0.0%+1,462.5%0.002%
5/16/2025 NewEdge Advisors LLC7,337$470K0.0%+32.6%0.024%
5/16/2025 Integrated Wealth Concepts LLC72,368$4.64M0.1%+151.5%0.239%
5/16/2025 Concorde Asset Management LLC7,482$469K0.3%+10.2%0.025%
5/15/2025 Royal Bank of Canada1,970,369$126.26M0.0%+11.1%6.514%
5/15/2025 Centric Wealth Management134,993$8.65M2.3%+3.1%0.446%
5/15/2025 Baird Financial Group Inc.43,225$2.77M0.0%-0.9%0.143%
5/14/2025 CreativeOne Wealth LLC59,933$3.84M0.1%+24.2%0.198%
5/14/2025 Comerica Bank129,947$8.33M0.0%+158.5%0.430%
5/14/2025 Kestra Advisory Services LLC40,630$2.60M0.0%+5.0%0.134%
5/14/2025 Compound Planning Inc.166,179$10.65M0.5%+8.5%0.549%
5/14/2025 Ameriprise Financial Inc.2,186,306$140.12M0.0%+31.5%7.227%
5/14/2025 TFB Advisors LLC5,620$360K0.1%+53.1%0.019%
5/14/2025 Capital Analysts LLC5,021$322K0.0%+13.2%0.017%
5/13/2025 Steward Partners Investment Advisory LLC84,112$5.39M0.0%+19.1%0.278%
5/13/2025 Raymond James Financial Inc.463,824$29.72M0.0%+82.0%1.533%
5/13/2025 Nations Financial Group Inc. IA ADV16,621$1.07M0.1%-2.8%0.055%
5/13/2025 HighTower Advisors LLC203,472$13.04M0.0%-0.3%0.673%
5/12/2025 Maia Wealth LLC21,080$1.32M0.3%+204.9%0.070%
5/12/2025 SouthState Corp1,284$82K0.0%+2,040.0%0.004%
5/12/2025 Cooper Financial Group18,429$1.18M0.2%+14.9%0.061%
5/12/2025 Benjamin Edwards Inc.38,141$2.44M0.0%+32.1%0.126%
5/12/2025 Lcnb Corp49,485$3.17M1.2%+13.8%0.164%
5/12/2025 National Bank of Canada FI1,305$83K0.0%+100.8%0.004%
5/12/2025 LaSalle St. Investment Advisors LLC23,717$1.52M0.4%+1.2%0.078%
5/12/2025 WealthPLAN Partners LLC167,093$10.71M1.5%+0.5%0.552%
5/12/2025 WealthPlan Investment Management LLC146,626$9.40M0.9%-1.0%0.485%
5/12/2025 Beacon Harbor Wealth Advisors Inc.133,699$8.57M2.0%+0.9%0.442%
5/9/2025 Atria Wealth Solutions Inc.40,053$2.57M0.0%+131.1%0.132%
5/9/2025 Plan Group Financial LLC3,472$222K0.1%N/A0.011%
5/8/2025 Moors & Cabot Inc.5,384$345K0.0%-11.1%0.018%
5/8/2025 Harbour Investments Inc.77,017$4.94M0.1%+65.0%0.255%
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5/8/2025 FOCUS Wealth Advisors LLC91,135$5.84M3.2%-2.2%0.301%
5/7/2025 Viawealth LLC78,818$5.05M3.1%+13.1%0.261%
5/7/2025 LPL Financial LLC2,260,242$144.84M0.1%+18.5%7.472%
5/7/2025 First Heartland Consultants Inc.9,097$583K0.1%N/A0.030%
5/6/2025 Assetmark Inc.71,892$4.61M0.0%+32.3%0.238%
5/6/2025 Cetera Investment Advisers586,842$37.61M0.1%+8.4%1.940%
5/6/2025 Avantax Advisory Services Inc.73,101$4.68M0.0%+17.7%0.242%
5/6/2025 Brookwood Investment Group LLC11,301$724K0.1%N/A0.037%
5/6/2025 Advisor OS LLC4,474$287K0.0%N/A0.015%
5/6/2025 AE Wealth Management LLC16,971$1.09M0.0%-41.8%0.056%
5/6/2025 Wedbush Securities Inc.9,374$601K0.0%+96.1%0.031%
5/6/2025 Quadrant Private Wealth Management LLC4,043$259K0.1%-14.6%0.013%
5/6/2025 PFG Advisors14,854$952K0.1%-3.6%0.049%
5/5/2025 IFP Advisors Inc23,997$1.54M0.0%-0.9%0.079%
5/5/2025 Kestra Private Wealth Services LLC27,346$1.75M0.0%+13.2%0.090%
5/5/2025 Private 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%
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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%
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%
(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, 260 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 FTLS's institutional investors.

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

Of the 234 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 ($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 12,249,627 shares in the last 24 months. This purchase volume represents approximately $758.16M in transactions.

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

Of the 124 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), Mariner LLC ($225.94K), Financial Enhancement Group LLC ($219.48K), Private Advisor Group LLC ($218.56K), WealthPlan Investment Management LLC ($218.05K), LFA Lugano Financial Advisors SA ($113.32K), and WealthPLAN Partners LLC ($94.27K).

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

Institutional investors have sold a total of 2,714,522 shares in the last 24 months. This volume of shares sold represents approximately $166.24M in transactions.


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This page (NYSEARCA:FTLS) was last updated on 5/28/2025 by MarketBeat.com Staff
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