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

$62.25

+0.41 (+0.66%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 110
Total Institutional Inflows (last 12 months): $207.15M

Number of Institutional Sellers (last 12 months): 66
Total Institutional Outflows (last 12 months): $57.17M

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FTLS Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	13,782	$863K	0.0%	+34.4%	0.069%
7/26/2024	Cambridge Investment Research Advisors Inc.	172,652	$10.81M	0.0%	+13.8%	0.870%
7/26/2024	Atomi Financial Group Inc.	95,955	$6.01M	0.4%	+49.3%	0.483%
7/26/2024	Signature Estate & Investment Advisors LLC	22,916	$1.43M	0.0%	N/A	0.115%
7/26/2024	Bank of New York Mellon Corp	30,350	$1.90M	0.0%	-5.4%	0.153%
7/26/2024	Patten Group Inc.	29,999	$1.88M	0.4%	+24.4%	0.151%
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7/25/2024	First Heartland Consultants Inc.	7,417	$464K	0.0%	N/A	0.037%
7/25/2024	Raymond James Trust N.A.	19,988	$1.25M	0.0%	+27.3%	0.101%
7/24/2024	EdgeRock Capital LLC	88,267	$5.53M	4.3%	N/A	0.445%
7/23/2024	Philip James Wealth Mangement LLC	116,001	$7.26M	4.8%	+12.9%	0.584%
7/22/2024	Atria Wealth Solutions Inc.	53,952	$3.38M	0.0%	+17.4%	0.272%
7/22/2024	Onyx Bridge Wealth Group LLC	31,763	$1.99M	0.3%	-4.1%	0.160%
7/19/2024	Raymond James & Associates	23,864	$1.49M	0.0%	+4.8%	0.120%
7/19/2024	Oakworth Capital Inc.	1,400	$88K	0.0%	-51.7%	0.007%
7/19/2024	World Equity Group Inc.	149,519	$9.36M	2.8%	+2.2%	0.753%
7/18/2024	Brookstone Capital Management	6,623	$414K	0.0%	N/A	0.033%
7/17/2024	Meadow Creek Wealth Advisors LLC	9,534	$597K	0.6%	-35.2%	0.048%
7/17/2024	Provident Wealth Management LLC	25,116	$1.57M	0.6%	-24.2%	0.127%
7/16/2024	Cornerstone Wealth Management LLC	10,667	$668K	0.1%	-2.8%	0.054%
7/16/2024	Envestnet Portfolio Solutions Inc.	31,615	$1.98M	0.0%	+1.8%	0.159%
7/16/2024	Wealth Enhancement Advisory Services LLC	60,624	$3.79M	0.0%	+390.5%	0.305%
7/16/2024	Maia Wealth LLC	3,598	$227K	0.1%	N/A	0.018%
7/16/2024	Insight Advisors LLC PA	23,820	$1.49M	0.3%	-28.1%	0.120%
7/16/2024	Cooper Financial Group	16,711	$1.05M	0.2%	+1.8%	0.084%
7/15/2024	Dynamic Advisor Solutions LLC	10,302	$645K	0.0%	+18.8%	0.052%
7/12/2024	Cardinal Point Capital Management ULC	97,259	$6.09M	1.1%	+1.3%	0.490%
7/10/2024	Simplicity Wealth LLC	15,365	$962K	0.0%	+16.9%	0.077%
7/10/2024	Richard P Slaughter Associates Inc	79,102	$4.95M	1.2%	+8.7%	0.398%
7/10/2024	CWM LLC	21,108	$1.32M	0.0%	-4.1%	0.106%
7/2/2024	GAMMA Investing LLC	1,347	$84K	0.0%	N/A	0.007%
7/2/2024	Transcend Capital Advisors LLC	3,261	$204K	0.0%	N/A	0.016%
5/24/2024	Cetera Advisors LLC	27,941	$1.72M	0.0%	+61.7%	0.141%
5/24/2024	Cetera Investment Advisers	283,043	$17.45M	0.0%	+557.2%	1.426%
5/21/2024	Atria Investments Inc	17,654	$1.09M	0.0%	N/A	0.089%
5/17/2024	Citizens Financial Group Inc. RI	36,517	$2.25M	0.1%	-4.8%	0.184%
5/17/2024	WealthPlan Investment Management LLC	128,639	$7.93M	1.2%	-28.4%	0.648%
5/17/2024	Comerica Bank	9,629	$594K	0.0%	-29.7%	0.049%
5/16/2024	B. Riley Wealth Advisors Inc.	21,181	$1.31M	0.0%	-12.3%	0.107%
5/14/2024	CreativeOne Wealth LLC	32,801	$2.02M	0.1%	+89.3%	0.165%
5/14/2024	Owen LaRue LLC	23,694	$1.46M	0.9%	+20.3%	0.119%
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5/11/2024	Lcnb Corp	95,736	$5.90M	2.1%	+8.1%	0.482%
5/10/2024	Osaic Holdings Inc.	174,110	$10.74M	0.0%	+20.8%	0.877%
5/10/2024	Viawealth LLC	50,645	$3.12M	2.0%	+229.7%	0.255%
5/9/2024	Orion Portfolio Solutions LLC	88,830	$5.48M	0.1%	+56.8%	0.448%
5/9/2024	Koshinski Asset Management Inc.	46,946	$2.90M	0.3%	N/A	0.237%
5/8/2024	Avantax Advisory Services Inc.	37,232	$2.30M	0.0%	+1.0%	0.188%
5/8/2024	Cornerstone Planning Group LLC	161,564	$9.72M	3.0%	+7.7%	0.814%
5/8/2024	O Dell Group LLC	5,739	$354K	0.1%	-19.7%	0.029%
5/7/2024	Atomi Financial Group Inc.	64,271	$3.96M	0.4%	+177.2%	0.346%
5/7/2024	WealthPLAN Partners LLC	179,547	$11.07M	1.1%	-5.7%	0.965%
5/7/2024	Oppenheimer & Co. Inc.	26,393	$1.63M	0.0%	+10.3%	0.142%
5/7/2024	Insight Advisors LLC PA	33,128	$2.04M	0.4%	-32.1%	0.178%
5/6/2024	Envestnet Portfolio Solutions Inc.	31,065	$1.92M	0.0%	-43.9%	0.167%
5/4/2024	Geneos Wealth Management Inc.	4,292	$265K	0.0%	-6.0%	0.023%
5/2/2024	Choreo LLC	4,118	$254K	0.0%	-6.7%	0.022%
5/2/2024	Moloney Securities Asset Management LLC	7,654	$472K	0.1%	N/A	0.041%
5/1/2024	Janney Montgomery Scott LLC	32,042	$1.98M	0.0%	+55.7%	0.172%
5/1/2024	Centric Wealth Management	126,798	$7.51M	2.4%	-1.8%	0.682%
5/1/2024	Concourse Financial Group Securities Inc.	2,489	$153K	0.0%	+248,800.0%	0.013%
5/1/2024	Stegent Equity Advisors Inc.	44,238	$2.73M	2.8%	-2.7%	0.238%
4/30/2024	Private Advisor Group LLC	302,862	$18.68M	0.1%	+69.2%	1.628%
4/30/2024	SpiderRock Advisors LLC	6,445	$391K	0.0%	N/A	0.035%
4/29/2024	Commonwealth Equity Services LLC	55,413	$3.42M	0.0%	-28.8%	0.298%
4/29/2024	Benjamin F. Edwards & Company Inc.	20,861	$1.29M	0.0%	+37.1%	0.112%
4/29/2024	Onyx Bridge Wealth Group LLC	33,115	$1.99M	0.4%	N/A	0.178%
4/25/2024	Eudaimonia Partners LLC	46,074	$2.84M	0.7%	+5.0%	0.248%
4/25/2024	Eudaimonia Advisors LLC	42,796	$2.64M	1.4%	+11.0%	0.230%
4/25/2024	Cambridge Investment Research Advisors Inc.	151,756	$9.36M	0.0%	+129.3%	0.816%
4/24/2024	CENTRAL TRUST Co	368,659	$22.73M	0.6%	+0.6%	1.982%
4/24/2024	Simplicity Wealth LLC	13,141	$810K	0.0%	N/A	0.071%
4/23/2024	Global Retirement Partners LLC	20,648	$1.27M	0.0%	+9.3%	0.111%
4/23/2024	Sweet Financial Partners LLC	177,923	$10.97M	2.5%	+0.2%	0.957%
4/22/2024	Provident Wealth Management LLC	33,149	$2.04M	0.8%	-2.4%	0.178%
4/22/2024	Oakworth Capital Inc.	2,900	$179K	0.0%	-30.4%	0.016%
4/19/2024	Meadow Creek Wealth Advisors LLC	14,702	$907K	0.6%	-5.0%	0.109%
4/16/2024	RiverTree Advisors LLC	88,420	$5.45M	3.7%	+29.6%	0.657%
4/16/2024	Wealth Enhancement Advisory Services LLC	12,360	$762K	0.0%	-62.1%	0.092%
4/15/2024	Financial Enhancement Group LLC	261,356	$15.85M	2.6%	+2.8%	1.943%
4/11/2024	Cooper Financial Group	16,413	$1.01M	0.2%	-2.2%	0.122%
4/11/2024	International Assets Investment Management LLC	4,445	$273K	0.0%	-97.7%	0.033%
4/11/2024	FOCUS Wealth Advisors LLC	89,122	$5.50M	2.9%	+14.1%	0.663%
4/10/2024	Park Avenue Securities LLC	7,965	$491K	0.0%	N/A	0.059%
4/9/2024	Richard P Slaughter Associates Inc	72,771	$4.49M	1.1%	+63.5%	0.541%
3/15/2024	B. Riley Wealth Advisors Inc.	24,141	$1.36M	0.0%	+14.0%	0.179%
3/8/2024	ICA Group Wealth Management LLC	3,506	$197K	0.0%	N/A	0.026%
2/14/2024	Traction Financial Partners LLC	3,792	$213K	0.1%	N/A	0.028%
2/13/2024	Belpointe Asset Management LLC	30,487	$1.72M	0.2%	+93.5%	0.227%
2/13/2024	Rathbones Group PLC	10,646	$599K	0.0%	-11.4%	0.079%
2/12/2024	Laidlaw Wealth Management LLC	17,832	$1.00M	0.4%	-3.6%	0.133%
2/12/2024	Avestar Capital LLC	47,758	$2.69M	0.3%	+25.7%	0.355%
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2/12/2024	Lcnb Corp	88,541	$4.98M	2.0%	+7.5%	0.658%
2/12/2024	Stifel Financial Corp	80,352	$4.52M	0.0%	-2.4%	0.597%
2/12/2024	Steward Partners Investment Advisory LLC	13,890	$781K	0.0%	+6.1%	0.103%
2/9/2024	Advisory Services Network LLC	17,583	$989K	0.0%	-33.3%	0.131%
2/9/2024	Orion Portfolio Solutions LLC	56,634	$3.22M	0.0%	-6.4%	0.421%
2/9/2024	Cambridge Investment Research Advisors Inc.	66,180	$3.72M	0.0%	-0.4%	0.492%
2/9/2024	Assetmark Inc.	9,362	$527K	0.0%	+140.9%	0.070%
2/9/2024	CreativeOne Wealth LLC	17,326	$974K	0.1%	+13.9%	0.129%
2/8/2024	Eudaimonia Partners LLC	43,864	$2.47M	0.6%	+10.3%	0.326%
2/8/2024	Janney Montgomery Scott LLC	20,578	$1.16M	0.0%	-2.3%	0.153%

(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, 166 institutional investors and hedge funds held shares of First Trust Long/Short Equity ETF. The most heavily invested institutionals were Royal Bank of Canada ($85.41M), LPL Financial LLC ($45.32M), Truist Financial Corp ($26.35M), CENTRAL TRUST Co ($22.73M), Private Advisor Group LLC ($18.68M), Cetera Investment Advisers ($17.45M), and Financial Enhancement Group LLC ($15.85M).Learn more on FTLS's institutional investors.
Which institutional investors have been buying First Trust Long/Short Equity ETF stock?: Of the 147 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: WealthPlan Investment Management LLC ($727.75K), Private Advisor Group LLC ($447.98K), LPL Financial LLC ($437.76K), WealthPLAN Partners LLC ($388.69K), International Assets Investment Management LLC ($379.11K), CENTRAL TRUST Co ($332.90K), and Cetera Investment Advisers ($240.22K).
How much institutional buying is happening at First Trust Long/Short Equity ETF?: Institutional investors have bought a total of 7,349,485 shares in the last 24 months. This purchase volume represents approximately $388.66M in transactions.

Which First Trust Long/Short Equity ETF major shareholders have been selling company stock?: Of the 95 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: WealthPlan Investment Management LLC ($423.18K), WealthPLAN Partners LLC ($264.18K), Private Advisor Group LLC ($205.19K), Financial Enhancement Group LLC ($194.09K), International Assets Investment Management LLC ($187.05K), LFA Lugano Financial Advisors SA ($143.81K), and Cardinal Point Capital Management ULC ($84.22K).
How much institutional selling is happening at First Trust Long/Short Equity ETF?: Institutional investors have sold a total of 2,427,604 shares in the last 24 months. This volume of shares sold represents approximately $128.35M in transactions.