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 169 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $846 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,287,789
shares
|
$206 Million
0.02% of portfolio
|
Q1 2024
Added 34.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,643,539
shares
|
$103 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,226,937
shares
|
$76.8 Million
0.04% of portfolio
|
Q1 2024
Added 37.63%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
502,737
shares
|
$31.5 Million
0.01% of portfolio
|
Q1 2024
Added 131.21%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
380,270
shares
|
$23.8 Million
0.04% of portfolio
|
Q1 2024
Reduced 18.82%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
368,659
shares
|
$23.1 Million
0.57% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
302,862
shares
|
$19 Million
0.14% of portfolio
|
Q1 2024
Added 69.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
283,043
shares
|
$17.7 Million
0.04% of portfolio
|
Q1 2024
Added 33.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
269,248
shares
|
$16.9 Million
0.03% of portfolio
|
Q1 2024
Added 46.59%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 15, 2024 Q1 2024 |
261,356
shares
|
$16.4 Million
2.96% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
179,547
shares
|
$11.2 Million
1.15% of portfolio
|
Q1 2024
Reduced 5.65%
|
|
|
Sweet Financial Partners, LLC
|
Apr 23, 2024 Q1 2024 |
177,923
shares
|
$11.1 Million
2.61% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
174,110
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2024
Added 20.77%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
161,564
shares
|
$10.1 Million
3.02% of portfolio
|
Q1 2024
Added 7.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
151,756
shares
|
$9.5 Million
0.04% of portfolio
|
Q1 2024
Added 129.31%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 13, 2024 Q1 2024 |
133,848
shares
|
$8.38 Million
0.73% of portfolio
|
Q1 2024
Added 11.04%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 16, 2024 Q1 2024 |
128,639
shares
|
$8.05 Million
1.34% of portfolio
|
Q1 2024
Reduced 28.43%
|
|
|
Centric Wealth Management
|
May 01, 2024 Q1 2024 |
126,798
shares
|
$7.94 Million
2.56% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
103,923
shares
|
$6.5 Million
0.77% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 29, 2024 Q1 2024 |
102,707
shares
|
$6.43 Million
4.49% of portfolio
|
Q1 2024
Added 6.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
99,691
shares
|
$6.24 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.89%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Apr 24, 2024 Q1 2024 |
95,984
shares
|
$6.01 Million
1.13% of portfolio
|
Q1 2024
Added 4.56%
|
|
|
Lcnb Corp
Lebanon, OH |
May 10, 2024 Q1 2024 |
95,736
shares
|
$5.99 Million
2.15% of portfolio
|
Q1 2024
Added 8.13%
|
|
|
Brio Consultants, LLC
|
Apr 29, 2024 Q1 2024 |
90,360
shares
|
$5.66 Million
0.94% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Focus Wealth Advisors, LLC
|
Apr 11, 2024 Q1 2024 |
89,122
shares
|
$5.58 Million
3.18% of portfolio
|
Q1 2024
Added 14.13%
|
|