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

First Trust Long/Short Equity ETF logo
$75.04 +0.30 (+0.40%)
As of 07/24/2026 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)
183
Total
Institutional Inflows
(last 12 months)
$344.08M
Number of
Institutional Sellers
(last 12 months)
122
Total
Institutional Outflows
(last 12 months)
$172.50M
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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
7/10/2026 Financial Designs Corp5,062$374K0.2%+23.1%0.015%
7/8/2026 First Heartland Consultants Inc.3,681$272K0.0%-42.8%0.011%
7/8/2026 Cooper Financial Group19,430$1.43M0.1%-0.7%0.059%
7/7/2026 Dynamic Advisor Solutions LLC45,758$3.38M0.1%+17.2%0.140%
7/7/2026 FOCUS Wealth Advisors LLC91,195$6.73M3.1%+2.7%0.279%
7/7/2026 Financial Enhancement Group LLC112,472$8.30M1.0%-1.5%0.344%
7/7/2026 CoreCap Advisors LLC1,461$108K0.0%+14.5%0.004%
7/6/2026 Hobart Private Capital LLC217,929$16.08M2.8%+6.9%0.667%
7/1/2026 Global Wealth Strategies & Associates13,876$1.02M0.2%+8.5%0.045%
6/9/2026 Rathbones Group PLC3,140$221K0.0%-8.0%0.010%
6/3/2026Stillwater Private Wealth LLC26,096$1.84M1.6%N/A0.084%
6/3/2026NewEdge Advisors LLC9,737$685K0.0%-5.0%0.031%
6/1/2026Concorde Asset Management LLC18,171$1.28M0.6%-4.9%0.059%
5/20/2026Norris Financial Group LLC3,084$217K0.1%N/A0.010%
5/19/2026Graney & King LLC2,819$198K0.1%-4.8%0.009%
5/19/2026 IFS Group LLC2,960$208K0.2%N/A0.010%
5/18/2026Royal Bank of Canada2,606,322$183.38M0.0%+2.2%8.421%
5/16/2026IMG Wealth Management Inc.96,898$6.82M4.3%+9.7%0.313%
5/15/2026Gateway Wealth Partners LLC58,064$4.09M0.2%+182.6%0.188%
5/14/2026Hilltop Holdings Inc.4,699$331K0.0%-40.1%0.015%
5/14/2026Compound Planning Inc.13,556$954K0.0%-16.9%0.044%
5/13/2026Cetera Investment Advisers583,922$41.09M0.0%+5.7%1.887%
5/13/2026First Trust Advisors LP223,206$15.70M0.0%+71.7%0.721%
5/8/2026PNC Financial Services Group Inc.19,122$1.35M0.0%+210.8%0.062%
5/8/2026Cassaday & Co Wealth Management LLC1,062$75K0.0%N/A0.003%
5/6/2026Cornerstone Planning Group LLC235,621$17.41M2.4%+8.3%0.761%
5/6/2026Assetmark Inc.555,229$39.07M0.1%+9.3%1.794%
5/6/2026 Fiscal Wisdom Wealth Management LLC15,078$1.06M1.0%+142.4%0.049%
5/6/2026Bessemer Group Inc.2,570$181K0.0%N/A0.008%
5/6/2026 Independent Financial Group LLC18,053$1.27M0.0%N/A0.058%
5/5/2026Bank of New York Mellon Corp24,067$1.69M0.0%+2.3%0.078%
5/5/2026Geneos Wealth Management Inc.9,330$656K0.0%-7.6%0.030%
5/5/2026Ethos Financial Group LLC189,146$13.31M1.0%+3.8%0.611%
5/5/2026LFA Lugano Financial Advisors SA52,078$3.66M1.8%-12.2%0.168%
5/5/2026Sanctuary Advisors LLC29,940$2.11M0.0%+6.3%0.097%
5/5/2026Sigma Planning Corp38,410$2.70M0.1%+0.6%0.124%
5/4/2026 HBW Advisory Services LLC6,840$481K0.1%+2.8%0.022%
5/2/2026 International Assets Investment Management LLC3,204$226K0.0%-19.2%0.010%
5/1/2026Citizens Financial Group Inc. RI18,252$1.28M0.0%-17.2%0.059%
5/1/2026Fifth Third Bancorp103,699$7.30M0.0%N/A0.335%
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5/1/2026 Darwin Wealth Management LLC18,276$1.29M0.4%-49.2%0.059%
5/1/2026Simplicity Wealth LLC42,693$3.00M0.2%+34.3%0.138%
4/30/2026Meadow Creek Wealth Advisors LLC16,103$1.13M0.7%+12.8%0.052%
4/30/2026Kestra Advisory Services LLC43,109$3.03M0.0%-9.2%0.140%
4/30/2026Money Concepts Capital Corp3,521$248K0.0%+8.7%0.011%
4/30/2026Greenwood Capital Associates LLC7,240$509K0.1%+33.3%0.023%
4/29/2026Richmond Investment Services LLC63,524$4.47M0.7%-3.5%0.206%
4/29/2026WealthPLAN Partners LLC70,201$4.94M1.0%-26.8%0.227%
4/28/2026Ascentis Independent Advisors22,131$1.56M0.1%+138.1%0.072%
4/28/2026Koshinski Asset Management Inc.67,649$4.76M0.3%-7.7%0.219%
4/27/2026World Investment Advisors21,870$1.54M0.0%-6.1%0.071%
4/27/2026Private Advisor Group LLC121,009$8.51M0.0%+0.8%0.392%
4/25/2026Patten Group Inc.18,192$1.28M0.2%-19.7%0.059%
4/25/2026Able Wealth Management LLC3,280$231K0.1%-28.4%0.011%
4/24/2026SMART Wealth LLC34,755$2.45M0.7%+17.9%0.112%
4/23/2026Fairway Wealth LLC33,329$2.35M0.6%+1.9%0.108%
4/23/2026 Apollon Wealth Management LLC6,359$447K0.0%-44.8%0.021%
4/22/2026Janney Montgomery Scott LLC43,736$3.08M0.0%+6.5%0.142%
4/21/2026 Laurel Oak Wealth Management LLC13,602$957K0.2%+350.1%0.044%
4/21/2026 OLD National Bancorp IN31,435$2.21M0.0%+3.4%0.102%
4/21/2026Silver Oak Securities Incorporated13,092$921K0.1%-26.5%0.042%
4/20/2026Kestra Private Wealth Services LLC11,099$781K0.0%-36.7%0.036%
4/20/2026 Financial Enhancement Group LLC114,226$8.27M1.0%-2.0%0.370%
4/20/2026 Cardinal Point Capital Management ULC147,400$10.37M0.6%+8.7%0.477%
4/20/2026 RFG Advisory LLC76,412$5.38M0.1%+155.9%0.247%
4/18/2026CENTRAL TRUST Co468,069$32.93M0.6%+10.7%1.515%
4/18/2026EdgeRock Capital LLC201,486$14.19M3.8%-1.7%0.652%
4/17/2026Provident Wealth Management LLC7,617$536K0.2%-4.4%0.025%
4/17/2026Signal Advisors Wealth LLC21,848$1.54M0.1%+7.4%0.071%
4/16/2026Center For Asset Management LLC49,229$3.46M1.7%+17.9%0.159%
4/16/2026Balboa Wealth Partners11,258$792K0.1%+12.2%0.036%
4/16/2026Triad Wealth Partners LLC2,994$211K0.0%-59.6%0.010%
4/16/2026 Financial Designs Corp4,111$289K0.2%N/A0.013%
4/15/2026 Nations Financial Group Inc. IA ADV14,031$987K0.1%-5.7%0.046%
3/17/2026Rockefeller Capital Management L.P.32,636$2.32M0.0%+5.4%0.106%
3/13/2026World Investment Advisors23,288$1.65M0.0%-35.8%0.076%
2/25/2026Tempo Wealth LLC5,351$380K0.1%N/A0.017%
2/19/2026Compound Planning Inc.16,317$1.16M0.0%-88.6%0.053%
2/19/2026Axxcess Wealth Management LLC35,242$2.50M0.0%N/A0.115%
2/18/2026 First Citizens Bank & Trust Co.4,021$285K0.0%-4.0%0.013%
2/18/2026CacheTech Inc.4,702$334K0.1%N/A0.015%
2/18/2026NewEdge Advisors LLC10,252$728K0.0%-37.4%0.033%
2/18/2026VestGen Advisors LLC293,769$20.86M0.9%N/A0.958%
2/18/2026Prostatis Group LLC59,938$4.26M1.0%+0.6%0.196%
2/18/2026Maia Wealth LLC17,495$1.24M0.2%-26.4%0.057%
2/18/2026IHT Wealth Management LLC124,129$8.81M0.2%+749.9%0.405%
2/17/2026Cetera Investment Advisers552,407$39.22M0.0%+4.7%1.802%
2/17/2026Equitable Holdings Inc.83,360$5.92M0.0%+8.1%0.272%
2/17/2026Kovack Advisors Inc.73,172$5.19M0.2%N/A0.239%
2/17/2026GeoWealth Management LLC11,807$838K0.0%+9.3%0.039%
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2/17/2026Osaic Holdings Inc.211,694$15.03M0.0%-7.7%0.691%
2/17/2026Advisory Services Network LLC121,070$8.60M0.1%+131.0%0.395%
2/17/2026Private Advisor Group LLC120,097$8.53M0.0%+0.2%0.392%
2/17/2026Captrust Financial Advisors67,935$4.82M0.0%-7.2%0.222%
2/17/2026Royal Bank of Canada2,549,077$180.96M0.0%+3.2%8.317%
2/17/2026Hyundai Investments Co. Ltd.7,157$512K0.5%N/A0.023%
2/16/2026MML Investors Services LLC89,509$6.35M0.0%+3.2%0.292%
2/16/2026Mariner LLC155,848$11.06M0.0%+559.7%0.508%
2/16/2026Arax Advisory Partners18,258$1.30M0.0%N/A0.060%
2/13/2026CreativeOne Wealth LLC58,301$4.14M0.1%-1.0%0.190%


FTLS Institutional Ownership - Frequently Asked Questions

During the previous two years, 300 institutional investors and hedge funds held shares of First Trust Long/Short Equity ETF. The most heavily invested institutionals were Morgan Stanley ($372.88M), Royal Bank of Canada ($183.38M), LPL Financial LLC ($170.20M), Ameriprise Financial Inc. ($159.34M), Envestnet Asset Management Inc. ($41.15M), Cetera Investment Advisers ($41.09M), and Assetmark Inc. ($39.07M).Learn more on First Trust Long/Short Equity ETF's institutional investors.

Of the 278 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: Ameriprise Financial Inc. ($1.23M), LPL Financial LLC ($1.18M), Raymond James Financial Inc. ($928.21K), JPMorgan Chase & Co. ($758.40K), Assetmark Inc. ($546.85K), Royal Bank of Canada ($368.18K), and World Investment Advisors LLC ($360.85K).

Institutional investors have bought a total of 4,932,307 shares in the last 24 months. This purchase volume represents approximately $344.08M in transactions.

Of the 119 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: JPMorgan Chase & Co. ($804.80K), Compound Planning Inc. ($153.80K), Ameriprise Financial Inc. ($140.58K), Comerica Bank ($139.86K), Modern Wealth Management LLC ($118.46K), Raymond James Financial Inc. ($115.23K), and WealthPLAN Partners LLC ($98.53K).

Institutional investors have sold a total of 2,516,295 shares in the last 24 months. This volume of shares sold represents approximately $172.50M in transactions.


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This page (NYSEARCA:FTLS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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