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 255 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,137,971
shares
|
$424 Million
0.03% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,549,033
shares
|
$176 Million
0.03% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,417,461
shares
|
$167 Million
0.04% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,363,387
shares
|
$163 Million
0.06% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
782,737
shares
|
$54.1 Million
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
673,403
shares
|
$46.5 Million
0.02% of portfolio
|
Q2 2025
Added 45.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
631,308
shares
|
$43.6 Million
0.07% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
579,756
shares
|
$40 Million
0.01% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
427,431
shares
|
$29.5 Million
0.04% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
414,753
shares
|
$28.6 Million
0.65% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
310,932
shares
|
$21.5 Million
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
304,259
shares
|
$21 Million
4.45% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
287,710
shares
|
$19.9 Million
4.57% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
240,105
shares
|
$16.6 Million
0.05% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
236,207
shares
|
$16.3 Million
0.06% of portfolio
|
Q2 2025
Added 81.77%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
218,908
shares
|
$15.1 Million
2.96% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
218,598
shares
|
$15.1 Million
0.03% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
215,979
shares
|
$14.9 Million
1.13% of portfolio
|
Q2 2025
Added 47.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
186,486
shares
|
$12.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
184,682
shares
|
$12.8 Million
4.95% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
177,340
shares
|
$12.2 Million
2.52% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
173,970
shares
|
$12 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
173,103
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Added 24.25%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
171,722
shares
|
$11.9 Million
1.09% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
167,359
shares
|
$11.6 Million
0.42% of portfolio
|
Q2 2025
Added 0.71%
|