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NYSEARCA:FTLS

First Trust Long/Short Equity ETF - FTLS Institutional Ownership

$50.05
+0.34 (+0.68%)
(As of 03/27/2023 02:50 PM ET)
Add
Compare
Today's Range
$49.78
▼
$50.09
50-Day Range
$48.60
▼
$50.61
52-Week Range
$46.64
▼
$51.85
Volume
35,085 shs
Average Volume
73,777 shs
Market Capitalization
$625.63 million
Assets Under Management
$612.30 million
Dividend Yield
0.80%
Net Expense Ratio
1.36%

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

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$188.44 M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$42.44 M
Skip Chart & View Institutional Buying and Selling Data

FTLS Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023B. Riley Wealth Advisors Inc.18,230$0.89M0.0%+1.1%0.146%
3/6/2023Rockefeller Capital Management L.P.6,807$0.33M0.0%-3.8%0.054%
2/21/2023Insight Advisors LLC PA54,904$2.65M0.9%-20.2%0.439%
2/21/2023B. Riley Wealth Advisors Inc.18,710$0.91M0.0%+3.8%0.150%
2/17/2023Truist Financial Corp395,587$19.33M0.0%+40.5%3.165%
2/17/2023Coppell Advisory Solutions Corp.605$30K0.0%N/A0.005%
2/16/2023WealthPLAN Partners LLC388,693$19.61M1.4%N/A3.110%
2/16/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main5,566$0.27M0.0%-6.8%0.045%
2/16/2023CreativeOne Wealth LLC17,288$0.85M0.0%+13.4%0.138%
2/16/2023Resurgent Financial Advisors LLC687$34K0.0%N/A0.005%
2/16/2023Live Oak Investment Partners64,578$3.16M2.9%N/A0.517%
2/16/2023One Capital Management LLC107,628$5.26M0.3%N/A0.861%
2/15/2023WealthPlan Investment Management LLC388,628$19.67M1.4%+0.1%3.109%
2/15/2023Jane Street Group LLC49,203$2.41M0.0%+142.1%0.394%
2/15/2023Morgan Stanley1,599,683$78.18M0.0%+46.1%12.797%
2/15/2023Mariner LLC30,758$1.50M0.0%N/A0.246%
2/15/2023Equitable Holdings Inc.6,129$0.30M0.0%N/A0.049%
2/15/2023First Capital Advisors Group LLC.7,607$0.37M0.3%N/A0.061%
2/14/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main5,566$0.27M0.0%-6.8%0.045%
2/14/2023Susquehanna International Group LLP32,902$1.61M0.0%+462.1%0.263%
2/14/2023Cetera Advisor Networks LLC7,185$0.35M0.0%N/A0.057%
2/14/2023Cetera Investment Advisers17,868$0.87M0.0%+205.9%0.143%
2/14/2023Cetera Advisors LLC15,812$0.77M0.0%+39.3%0.126%
2/14/2023Laurel Wealth Advisors Inc.9,275$0.45M0.0%+2.2%0.074%
2/14/2023Quantitative Advantage LLC104,583$5.11M0.8%+8.8%0.837%
2/14/2023PCG Wealth Advisors LLC22,510$1.10M0.7%-53.2%0.180%
2/13/2023GeoWealth Management LLC3,028$0.15M0.0%-35.5%0.024%
2/13/2023Wells Fargo & Company MN1,762$86K0.0%+49.7%0.014%
2/13/2023Heritage Wealth Management LLC1,524$74K0.0%+100.0%0.012%
2/13/2023Atria Wealth Solutions Inc.36,090$1.76M0.0%+96.4%0.289%
2/10/2023Bank of America Corp DE1,589$78K0.0%+98.6%0.013%
2/10/2023Ameritas Advisory Services LLC5,946$0.29M0.0%N/A0.048%
2/10/2023Advisor Group Holdings Inc.90,968$4.45M0.0%-10.8%0.728%
2/9/2023Joseph Group Capital Management1,411$69K0.1%N/A0.011%
2/9/2023Financial Enhancement Group LLC323,866$16.30M3.1%-27.9%2.591%
2/9/2023HighTower Advisors LLC56,663$2.77M0.0%-2.8%0.453%
2/8/2023Raymond James Financial Services Advisors Inc.6,733$0.33M0.0%-16.6%0.054%
2/8/2023UBS Group AG675$33K0.0%-90.5%0.005%
2/8/2023Belpointe Asset Management LLC12,621$0.62M0.0%+143.6%0.101%
2/8/2023Capital Analysts LLC6,658$0.33M0.0%-3.9%0.053%
2/8/2023Orion Portfolio Solutions LLC7,286$0.36M0.0%+20.2%0.058%
2/8/2023Prospera Financial Services Inc12,663$0.62M0.0%+77.9%0.101%
2/8/2023LFA Lugano Financial Advisors SA174,093$8.51M6.3%-6.9%1.393%
2/8/2023Cambridge Investment Research Advisors Inc.53,398$2.61M0.0%+148.8%0.427%
2/8/2023Lincoln National Corp19,469$0.95M0.0%N/A0.156%
2/8/2023Cardinal Point Wealth Management Partners LLC80,455$3.93M1.4%+329.3%0.644%
2/7/2023Commonwealth Equity Services LLC52,130$2.55M0.0%+8.4%0.417%
2/7/2023Richard W. Paul & Associates LLC20,540$1M0.5%N/A0.164%
2/7/2023LPL Financial LLC763,015$37.29M0.0%+13.2%6.104%
2/7/2023Brio Consultants LLC98,374$4.81M1.0%+5.2%0.787%
2/7/2023IFP Advisors Inc43,796$1.78M0.0%+16.7%0.350%
2/7/2023Envestnet Asset Management Inc.200,108$9.78M0.0%+29.4%1.601%
2/7/2023Bridgeworth LLC77,347$3.78M0.6%N/A0.619%
2/6/2023Brinker Capital Investments LLC43,884$2.15M0.0%-5.4%0.351%
2/3/2023CX Institutional6,166$0.30M0.0%-45.2%0.049%
2/3/2023OLD National Bancorp IN26,750$1.31M0.0%-36.5%0.214%
2/2/2023Raymond James Trust N.A.15,705$0.77M0.0%N/A0.126%
2/1/2023Cedar Brook Financial Partners LLC17,170$0.84M0.2%+2.2%0.137%
2/1/2023Anfield Capital Management LLC39,198$1.92M0.9%-10.1%0.314%
2/1/2023Janney Montgomery Scott LLC25,171$1.23M0.0%+2.2%0.201%
2/1/2023Kestra Private Wealth Services LLC6,470$0.32M0.0%-5.8%0.052%
1/31/2023Atria Investments Inc39,301$1.92M0.0%-13.9%0.314%
1/31/2023Kestra Advisory Services LLC61,605$3.01M0.0%-4.9%0.493%
1/31/2023AE Wealth Management LLC87,995$4.30M0.0%+202.4%0.704%
1/30/2023Concourse Financial Group Securities Inc.3,594$0.18M0.0%+63.0%0.029%
1/26/2023CENTRAL TRUST Co158,444$7.74M0.2%+203.1%1.268%
1/26/2023Comerica Bank8,565$0.43M0.0%-5.0%0.069%
1/26/2023Acas LLC60,957$2.98M4.6%N/A0.488%
1/24/2023Koshinski Asset Management Inc.58,217$2.85M0.3%-1.8%0.466%
1/24/2023First Citizens Bank & Trust Co.53,705$2.63M0.1%-22.4%0.430%
1/24/2023Eudaimonia Partners LLC5,635$0.28M0.1%-5.6%0.045%
1/24/2023Eudaimonia Advisors LLC12,375$0.61M0.4%-4.7%0.099%
1/24/2023FOCUS Wealth Advisors LLC84,616$4.14M2.9%-0.4%0.682%
1/20/2023Beacon Financial Advisory LLC22,451$1.10M0.8%+0.9%0.181%
1/19/2023Stratos Wealth Advisors LLC36,176$1.77M0.1%+5.6%0.292%
1/18/2023Private Advisor Group LLC77,358$3.78M0.0%-69.2%0.626%
1/17/2023Darwin Wealth Management LLC77,163$3.84M1.0%-7.4%0.625%
1/13/2023Cooper Financial Group20,495$1M0.3%-13.0%0.166%
1/12/2023Riverwater Partners LLC27,853$1.36M1.2%N/A0.226%
1/11/2023Onyx Bridge Wealth Group LLC7,970$0.39M0.2%N/A0.065%
1/9/2023MinichMacGregor Wealth Management LLC4,343$0.21M0.1%N/A0.035%
12/12/2022Insight Advisors LLC PA68,759$3.22M1.3%+0.4%0.643%
12/12/2022WealthPlan Investment Management LLC388,371$19.51M1.4%N/A3.630%
11/22/2022B. Riley Wealth Advisors Inc.18,025$0.85M0.0%N/A0.168%
11/17/2022CENTRAL TRUST Co52,279$2.45M0.1%+46.2%0.489%
11/16/2022Captrust Financial Advisors26,315$1.23M0.0%+12.7%0.239%
11/16/2022Jane Street Group LLC20,324$0.95M0.0%N/A0.185%
11/16/2022Wealthsource Partners LLC9,472$0.44M0.0%N/A0.086%
11/15/2022Virtue Capital Management LLC22,288$1.04M0.2%+1.2%0.203%
11/15/2022Colony Group LLC45,933$2.15M0.0%-4.1%0.418%
11/15/2022Lcnb Corp23,622$1.11M0.6%N/A0.221%
11/15/2022Leelyn Smith LLC1,127$53K0.0%+88.1%0.011%
11/15/2022Belpointe Asset Management LLC5,182$0.24M0.0%-22.1%0.048%
11/15/2022Commonwealth Equity Services LLC48,105$2.25M0.0%-1.5%0.450%
11/14/2022Royal Bank of Canada1,091,000$51.09M0.0%+0.2%10.196%
11/14/2022Laurel Wealth Advisors Inc.9,074$0.43M0.0%-7.0%0.085%
11/14/2022MML Investors Services LLC79,132$3.71M0.0%-16.8%0.740%
11/14/2022Quantitative Advantage LLC96,116$4.50M0.8%N/A0.898%
11/10/2022Envestnet Asset Management Inc.154,685$7.24M0.0%-4.0%1.446%
11/10/2022Strategic Wealth Advisors Group LLC29,600$1.39M0.1%+14.9%0.277%
(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, 135 institutional investors and hedge funds held shares of First Trust Long/Short Equity ETF. The most heavily invested institutionals were Morgan Stanley ($78.18M), Royal Bank of Canada ($51.09M), LPL Financial LLC ($37.29M), WealthPlan Investment Management LLC ($19.67M), WealthPLAN Partners LLC ($19.61M), Truist Financial Corp ($19.33M), and Financial Enhancement Group LLC ($16.30M).Learn more on FTLS's institutional investors.

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

Of the 124 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: Morgan Stanley ($0.62M), Financial Enhancement Group LLC ($0.51M), WealthPLAN Partners LLC ($0.45M), LPL Financial LLC ($0.43M), WealthPlan Investment Management LLC ($0.39M), Private Advisor Group LLC ($0.36M), and LFA Lugano Financial Advisors SA ($0.20M).

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

Institutional investors have bought a total of 5,883,152 shares in the last 24 months. This purchase volume represents approximately $287.13M in transactions.

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

Of the 65 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: Private Advisor Group LLC ($0.33M), Financial Enhancement Group LLC ($0.13M), Orion Portfolio Solutions LLC ($0.11M), Koshinski Asset Management Inc. ($74.09K), Envestnet Asset Management Inc. ($49.86K), WealthPLAN Partners LLC ($49.62K), and PCG Wealth Advisors LLC ($45.51K).

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

Institutional investors have sold a total of 1,208,436 shares in the last 24 months. This volume of shares sold represents approximately $58.79M in transactions.

This page (NYSEARCA:FTLS) was last updated on 3/27/2023 by MarketBeat.com Staff