Institutional Ownership First Tr Long/Short Equity ETF (FTLS)
This table provides information about the institutional ownership of First Tr Long/Short Equity ETF (FTLS). We have compiled data on the 256 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,125,289
shares
|
$414 Million
0.03% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,363,387
shares
|
$160 Million
0.06% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,186,306
shares
|
$148 Million
0.04% of portfolio
|
Q1 2025
Added 31.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,970,369
shares
|
$133 Million
0.03% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
782,737
shares
|
$52.9 Million
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
631,308
shares
|
$42.6 Million
0.07% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
579,756
shares
|
$39.1 Million
0.01% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
463,824
shares
|
$31.3 Million
0.01% of portfolio
|
Q1 2025
Added 82.03%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
427,431
shares
|
$28.9 Million
0.04% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
414,753
shares
|
$28 Million
0.65% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
309,359
shares
|
$20.9 Million
0.02% of portfolio
|
Q1 2025
Added 344.33%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
307,223
shares
|
$20.7 Million
4.62% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
261,966
shares
|
$17.7 Million
4.74% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
240,105
shares
|
$16.2 Million
0.05% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
218,908
shares
|
$14.8 Million
2.96% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
215,979
shares
|
$14.6 Million
1.13% of portfolio
|
Q2 2025
Added 47.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
214,062
shares
|
$14.5 Million
0.03% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
186,486
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
186,296
shares
|
$12.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
184,682
shares
|
$12.5 Million
4.95% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
177,340
shares
|
$12 Million
2.52% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
173,103
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2024
Added 24.25%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
170,099
shares
|
$11.5 Million
1.12% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
166,179
shares
|
$11.2 Million
0.49% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
135,858
shares
|
$9.17 Million
2.25% of portfolio
|
Q2 2025
Added 0.64%
|