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

-0.15 (-0.24%)
(As of 09:54 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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FTLS Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC27,941$1.72M0.0%+61.7%0.141%
5/24/2024 Cetera Investment Advisers283,043$17.45M0.0%+557.2%1.426%
5/21/2024 Atria Investments Inc17,654$1.09M0.0%N/A0.089%
5/17/2024 Citizens Financial Group Inc. RI36,517$2.25M0.1%-4.8%0.184%
5/17/2024 WealthPlan Investment Management LLC128,639$7.93M1.2%-28.4%0.648%
5/17/2024 Comerica Bank9,629$594K0.0%-29.7%0.049%
5/16/2024 B. Riley Wealth Advisors Inc.21,181$1.31M0.0%-12.3%0.107%
5/14/2024 CreativeOne Wealth LLC32,801$2.02M0.1%+89.3%0.165%
5/14/2024 Owen LaRue LLC23,694$1.46M0.9%+20.3%0.119%
5/11/2024 Lcnb Corp95,736$5.90M2.1%+8.1%0.482%
5/10/2024 Osaic Holdings Inc.174,110$10.74M0.0%+20.8%0.877%
5/10/2024 Viawealth LLC50,645$3.12M2.0%+229.7%0.255%
5/9/2024 Orion Portfolio Solutions LLC88,830$5.48M0.1%+56.8%0.448%
5/9/2024 Koshinski Asset Management Inc.46,946$2.90M0.3%N/A0.237%
5/8/2024 Avantax Advisory Services Inc.37,232$2.30M0.0%+1.0%0.188%
5/8/2024 Cornerstone Planning Group LLC161,564$9.72M3.0%+7.7%0.814%
5/8/2024 O Dell Group LLC5,739$354K0.1%-19.7%0.029%
5/7/2024 Atomi Financial Group Inc.64,271$3.96M0.4%+177.2%0.346%
5/7/2024 WealthPLAN Partners LLC179,547$11.07M1.1%-5.7%0.965%
5/7/2024 Oppenheimer & Co. Inc.26,393$1.63M0.0%+10.3%0.142%
5/7/2024 Insight Advisors LLC PA33,128$2.04M0.4%-32.1%0.178%
5/6/2024 Envestnet Portfolio Solutions Inc.31,065$1.92M0.0%-43.9%0.167%
5/4/2024 Geneos Wealth Management Inc.4,292$265K0.0%-6.0%0.023%
5/2/2024 Choreo LLC4,118$254K0.0%-6.7%0.022%
5/2/2024 Moloney Securities Asset Management LLC7,654$472K0.1%N/A0.041%
5/1/2024 Janney Montgomery Scott LLC32,042$1.98M0.0%+55.7%0.172%
5/1/2024 Centric Wealth Management126,798$7.51M2.4%-1.8%0.682%
5/1/2024 Concourse Financial Group Securities Inc.2,489$153K0.0%+248,800.0%0.013%
5/1/2024 Stegent Equity Advisors Inc.44,238$2.73M2.8%-2.7%0.238%
4/30/2024 Private Advisor Group LLC302,862$18.68M0.1%+69.2%1.628%
4/30/2024 SpiderRock Advisors LLC6,445$391K0.0%N/A0.035%
4/29/2024Commonwealth Equity Services LLC55,413$3.42M0.0%-28.8%0.298%
4/29/2024 Benjamin F. Edwards & Company Inc.20,861$1.29M0.0%+37.1%0.112%
4/29/2024 Onyx Bridge Wealth Group LLC33,115$1.99M0.4%N/A0.178%
4/25/2024 Eudaimonia Partners LLC46,074$2.84M0.7%+5.0%0.248%
4/25/2024 Eudaimonia Advisors LLC42,796$2.64M1.4%+11.0%0.230%
4/25/2024 Cambridge Investment Research Advisors Inc.151,756$9.36M0.0%+129.3%0.816%
4/24/2024 CENTRAL TRUST Co368,659$22.73M0.6%+0.6%1.982%
4/24/2024 Simplicity Wealth LLC13,141$810K0.0%N/A0.071%
4/23/2024 Global Retirement Partners LLC20,648$1.27M0.0%+9.3%0.111%
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4/23/2024 Sweet Financial Partners LLC177,923$10.97M2.5%+0.2%0.957%
4/22/2024 Provident Wealth Management LLC33,149$2.04M0.8%-2.4%0.178%
4/22/2024 Oakworth Capital Inc.2,900$179K0.0%-30.4%0.016%
4/19/2024 Meadow Creek Wealth Advisors LLC14,702$907K0.6%-5.0%0.109%
4/16/2024 RiverTree Advisors LLC88,420$5.45M3.7%+29.6%0.657%
4/16/2024 Wealth Enhancement Advisory Services LLC12,360$762K0.0%-62.1%0.092%
4/15/2024 Financial Enhancement Group LLC261,356$15.85M2.6%+2.8%1.943%
4/11/2024 Cooper Financial Group16,413$1.01M0.2%-2.2%0.122%
4/11/2024 International Assets Investment Management LLC4,445$273K0.0%-97.7%0.033%
4/11/2024 FOCUS Wealth Advisors LLC89,122$5.50M2.9%+14.1%0.663%
4/10/2024 Park Avenue Securities LLC7,965$491K0.0%N/A0.059%
4/9/2024 Richard P Slaughter Associates Inc72,771$4.49M1.1%+63.5%0.541%
3/15/2024 B. Riley Wealth Advisors Inc.24,141$1.36M0.0%+14.0%0.179%
3/8/2024 ICA Group Wealth Management LLC3,506$197K0.0%N/A0.026%
2/14/2024 Traction Financial Partners LLC3,792$213K0.1%N/A0.028%
2/13/2024 Belpointe Asset Management LLC30,487$1.72M0.2%+93.5%0.227%
2/13/2024 Rathbones Group PLC10,646$599K0.0%-11.4%0.079%
2/12/2024 Laidlaw Wealth Management LLC17,832$1.00M0.4%-3.6%0.133%
2/12/2024 Avestar Capital LLC47,758$2.69M0.3%+25.7%0.355%
2/12/2024 Lcnb Corp88,541$4.98M2.0%+7.5%0.658%
2/12/2024 Stifel Financial Corp80,352$4.52M0.0%-2.4%0.597%
2/12/2024 Steward Partners Investment Advisory LLC13,890$781K0.0%+6.1%0.103%
2/9/2024 Advisory Services Network LLC17,583$989K0.0%-33.3%0.131%
2/9/2024 Orion Portfolio Solutions LLC56,634$3.22M0.0%-6.4%0.421%
2/9/2024 Cambridge Investment Research Advisors Inc.66,180$3.72M0.0%-0.4%0.492%
2/9/2024 Assetmark Inc.9,362$527K0.0%+140.9%0.070%
2/9/2024 CreativeOne Wealth LLC17,326$974K0.1%+13.9%0.129%
2/8/2024 Eudaimonia Partners LLC43,864$2.47M0.6%+10.3%0.326%
2/8/2024 Janney Montgomery Scott LLC20,578$1.16M0.0%-2.3%0.153%
2/7/2024 Avantax Advisory Services Inc.36,854$2.07M0.0%+28.6%0.274%
2/7/2024 Envestnet Portfolio Solutions Inc.55,365$3.12M0.0%+23.3%0.412%
2/7/2024 NBC Securities Inc.616$34K0.0%-54.8%0.005%
2/7/2024 Iams Wealth Management LLC5,092$286K0.2%N/A0.038%
2/7/2024 Darwin Wealth Management LLC46,656$2.63M0.7%-9.1%0.347%
2/6/2024 Centric Wealth Management129,085$7.63M2.4%N/A0.960%
2/6/2024 Lincoln National Corp19,965$1.12M0.0%-3.1%0.148%
2/6/2024 Private Advisor Group LLC179,002$10.07M0.1%-12.8%1.331%
2/6/2024 National Bank of Canada FI535$30K0.0%+127.7%0.004%
2/6/2024 Benjamin F. Edwards & Company Inc.15,217$856K0.0%+4.9%0.113%
2/5/2024 Owen LaRue LLC19,694$1.11M1.1%N/A0.146%
2/5/2024 Stegent Equity Advisors Inc.45,443$2.56M3.0%+311.9%0.338%
2/5/2024 Kestra Private Wealth Services LLC25,063$1.41M0.0%+36.4%0.186%
2/5/2024 Choreo LLC4,414$248K0.0%-7.5%0.033%
2/5/2024 Silver Oak Securities Incorporated23,887$1.34M0.2%+30.1%0.178%
2/5/2024 Brio Consultants LLC90,485$5.09M0.9%-2.0%0.673%
2/2/2024 Citizens Financial Group Inc. RI38,353$2.16M0.1%+115.2%0.285%
2/2/2024Golden State Equity Partners24,548$1.38M0.3%-36.1%0.183%
2/2/2024 Truist Financial Corp468,416$26.35M0.0%-2.8%3.483%
2/2/2024 Anfield Capital Management LLC25,768$1.45M0.8%-43.8%0.192%
2/2/2024 TAP Consulting LLC30,530$1.72M0.4%+0.6%0.227%
Next President (Not Trump. Not Biden.) (Ad)

Do you want to see who I believe will be the next president of the U.S.A? It won’t be Biden…And it won’t be Trump.

Click here to see why it will be ______ _________.
2/2/2024 Atria Wealth Solutions Inc.47,325$2.66M0.0%-1.3%0.352%
2/2/2024 Acas LLC58,108$3.27M3.7%-3.0%0.432%
2/1/2024 Eudaimonia Advisors LLC38,569$2.17M1.4%+3.2%0.287%
2/1/2024 Larson Financial Group LLC1,775$100K0.0%N/A0.013%
2/1/2024 CWM LLC4,207$237K0.0%+94.3%0.031%
1/31/2024 Western Wealth Management LLC4,116$232K0.0%+8.2%0.031%
1/31/2024 Oakworth Capital Inc.4,164$234K0.0%+197.4%0.031%
1/30/2024 Capital Analysts LLC4,482$252K0.0%-16.0%0.033%
1/26/2024 Cerity Partners LLC65,974$3.71M0.0%N/A0.491%
1/26/2024 Cedrus LLC16,272$915K0.6%-13.8%0.121%
(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, 156 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 138 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 7,138,901 shares in the last 24 months. This purchase volume represents approximately $374.43M in transactions.

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

Of the 91 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), Private Advisor Group LLC ($290.57K), WealthPLAN Partners LLC ($264.18K), 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 2,514,774 shares in the last 24 months. This volume of shares sold represents approximately $132.20M in transactions.

This page (NYSEARCA:FTLS) was last updated on 5/29/2024 by Staff

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