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 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
135,858
shares
|
$9.17 Million
2.25% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
126,301
shares
|
$8.53 Million
0.05% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
122,878
shares
|
$8.3 Million
1.04% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
118,969
shares
|
$8.03 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
116,993
shares
|
$7.9 Million
1.28% of portfolio
|
Q2 2025
Reduced 50.59%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
108,047
shares
|
$7.3 Million
0.31% of portfolio
|
Q2 2025
Added 32.09%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
107,543
shares
|
$7.26 Million
0.36% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
103,923
shares
|
$7.02 Million
0.77% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
101,265
shares
|
$6.84 Million
1.22% of portfolio
|
Q2 2025
Reduced 39.4%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
99,048
shares
|
$6.69 Million
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
98,714
shares
|
$6.67 Million
0.18% of portfolio
|
Q2 2025
Added 28.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
98,311
shares
|
$6.64 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
93,521
shares
|
$6.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
91,696
shares
|
$6.19 Million
3.48% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
87,093
shares
|
$5.88 Million
2.73% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
85,539
shares
|
$5.78 Million
0.02% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
84,485
shares
|
$5.7 Million
0.84% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
83,440
shares
|
$5.63 Million
1.29% of portfolio
|
Q1 2023
Added 3.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
79,636
shares
|
$5.38 Million
0.07% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
79,182
shares
|
$5.35 Million
0.42% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
76,501
shares
|
$5.17 Million
0.01% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
75,620
shares
|
$5.11 Million
3.98% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
75,517
shares
|
$5.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
74,147
shares
|
$5.01 Million
0.01% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
71,719
shares
|
$4.84 Million
3.68% of portfolio
|
Q2 2025
Added 9.4%
|