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 190 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
4,448,249
shares
|
$281 Million
0.02% of portfolio
|
Q1 2024
Added 34.08%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,677,879
shares
|
$106 Million
0.02% of portfolio
|
Q2 2024
Added 2.09%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,562,009
shares
|
$98.6 Million
0.05% of portfolio
|
Q2 2024
Added 27.31%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
950,335
shares
|
$60 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
522,659
shares
|
$33 Million
0.01% of portfolio
|
Q2 2024
Added 3.96%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
397,703
shares
|
$25.1 Million
0.62% of portfolio
|
Q2 2024
Added 7.88%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
392,377
shares
|
$24.8 Million
0.04% of portfolio
|
Q2 2024
Added 3.18%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
316,306
shares
|
$20 Million
0.05% of portfolio
|
Q2 2024
Added 11.75%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
312,882
shares
|
$19.7 Million
0.13% of portfolio
|
Q2 2024
Added 3.31%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Aug 02, 2024 Q2 2024 |
270,368
shares
|
$17.1 Million
2.77% of portfolio
|
Q2 2024
Added 3.45%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
218,389
shares
|
$13.8 Million
0.03% of portfolio
|
Q2 2024
Added 25.43%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
196,752
shares
|
$12.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 26.93%
|
|
Sweet Financial Partners, LLC
|
Jul 18, 2024 Q2 2024 |
180,308
shares
|
$11.4 Million
2.66% of portfolio
|
Q2 2024
Added 1.34%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
177,054
shares
|
$11.2 Million
1.19% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
173,039
shares
|
$10.9 Million
3.01% of portfolio
|
Q2 2024
Added 7.1%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
172,652
shares
|
$10.9 Million
0.04% of portfolio
|
Q2 2024
Added 13.77%
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 18, 2024 Q2 2024 |
149,519
shares
|
$9.43 Million
2.79% of portfolio
|
Q2 2024
Added 2.18%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
139,321
shares
|
$8.79 Million
0.01% of portfolio
|
Q2 2024
Added 672.89%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
135,628
shares
|
$8.56 Million
0.62% of portfolio
|
Q2 2024
Added 1.33%
|
|
Centric Wealth Management
|
Aug 13, 2024 Q2 2024 |
129,394
shares
|
$8.16 Million
2.46% of portfolio
|
Q2 2024
Added 2.05%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
125,417
shares
|
$7.91 Million
1.28% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 09, 2024 Q2 2024 |
120,765
shares
|
$7.62 Million
1.97% of portfolio
|
Q2 2024
New holding
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 23, 2024 Q2 2024 |
116,001
shares
|
$7.32 Million
4.83% of portfolio
|
Q2 2024
Added 12.94%
|
|
Lcnb Corp
Lebanon, OH |
Aug 14, 2024 Q2 2024 |
107,112
shares
|
$6.76 Million
2.52% of portfolio
|
Q2 2024
Added 11.88%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
103,923
shares
|
$6.56 Million
0.77% of portfolio
|
Q1 2023
Reduced 0.63%
|