Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free FTLS Stock Alerts

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

First Trust Long/Short Equity ETF logo
$73.90 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
184
Total
Institutional Inflows
(last 12 months)
$354.91M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$193.68M
Get FTLS Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Long/Short Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FTLS Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Global Wealth Strategies & Associates13,876$1.02M0.2%+8.5%0.045%
6/9/2026Rathbones 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%
5/19/2026IFS 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%
5/6/2026Fiscal Wisdom Wealth Management LLC15,078$1.06M1.0%+142.4%0.049%
5/6/2026Bessemer Group Inc.2,570$181K0.0%N/A0.008%
5/6/2026Independent 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%
5/4/2026HBW Advisory Services LLC6,840$481K0.1%+2.8%0.022%
5/2/2026International 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%
5/1/2026Darwin 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%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
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%
4/23/2026Apollon Wealth Management LLC6,359$447K0.0%-44.8%0.021%
4/22/2026Janney Montgomery Scott LLC43,736$3.08M0.0%+6.5%0.142%
4/21/2026Laurel Oak Wealth Management LLC13,602$957K0.2%+350.1%0.044%
4/21/2026OLD 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%
4/20/2026Financial Enhancement Group LLC114,226$8.27M1.0%-2.0%0.370%
4/20/2026Cardinal Point Capital Management ULC147,400$10.37M0.6%+8.7%0.477%
4/20/2026RFG 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%
4/16/2026Financial Designs Corp4,111$289K0.2%N/A0.013%
4/15/2026Nations 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%
2/18/2026First 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%
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%
Stranded On The Flood Plains of History (Ad)

The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.tc pixel

Read Porter's full briefing and get the ticker names today
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%
2/13/2026Kestra Advisory Services LLC47,476$3.37M0.0%+16.2%0.155%
2/13/2026Stifel Financial Corp329,397$23.39M0.0%+3.3%1.075%
2/13/2026Smartleaf Asset Management LLC1,613$115K0.0%N/A0.005%
2/13/2026Morgan Stanley5,252,510$372.88M0.0%+1.5%17.137%
2/13/2026First Trust Advisors LP129,996$9.23M0.0%+34.1%0.424%
2/13/2026Integrated Wealth Concepts LLC39,763$2.82M0.0%-34.4%0.130%
2/13/2026Ausdal Financial Partners Inc.59,632$4.23M0.2%+9.8%0.195%
2/13/2026Golden State Wealth Management LLC63,839$4.53M0.5%-15.6%0.208%


FTLS Institutional Ownership - Frequently Asked Questions

During the previous two years, 301 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 5,098,479 shares in the last 24 months. This purchase volume represents approximately $354.91M in transactions.

Of the 124 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), Financial Enhancement Group LLC ($122.65K), Modern Wealth Management LLC ($118.46K), and Raymond James Financial Inc. ($115.23K).

Institutional investors have sold a total of 2,836,389 shares in the last 24 months. This volume of shares sold represents approximately $193.68M in transactions.


Related Companies

This page (NYSEARCA:FTLS) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel