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 246 institutions that hold shares in the stock, with a total of 22 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,529,748
shares
|
$376 Million
0.03% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,907,555
shares
|
$130 Million
0.05% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,774,101
shares
|
$121 Million
0.02% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,662,691
shares
|
$113 Million
0.03% of portfolio
|
Q4 2024
Added 39.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
768,382
shares
|
$52.2 Million
0.0% of portfolio
|
Q4 2024
Added 81.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
541,391
shares
|
$36.8 Million
0.08% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
509,536
shares
|
$34.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
426,276
shares
|
$29 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
369,449
shares
|
$25.1 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
285,332
shares
|
$19.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
254,805
shares
|
$17.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
216,628
shares
|
$14.7 Million
3.06% of portfolio
|
Q4 2024
Added 51.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
204,004
shares
|
$13.9 Million
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
188,979
shares
|
$12.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
188,711
shares
|
$12.8 Million
3.11% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
181,726
shares
|
$12.4 Million
0.05% of portfolio
|
Q4 2024
Added 827.46%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
177,340
shares
|
$12.1 Million
2.52% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
175,011
shares
|
$11.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
173,103
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2024
Added 24.25%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
166,263
shares
|
$11.3 Million
1.55% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
156,299
shares
|
$10.6 Million
1.55% of portfolio
|
Q4 2024
Added 4297.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
153,152
shares
|
$10.4 Million
0.51% of portfolio
|
Q4 2024
Added 44.66%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
149,361
shares
|
$10.2 Million
1.76% of portfolio
|
Q4 2024
Reduced 52.13%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
148,114
shares
|
$10.1 Million
1.03% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
138,424
shares
|
$9.41 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.67%
|