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 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
148,114
shares
|
$9.3 Million
1.03% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
138,424
shares
|
$8.69 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
132,513
shares
|
$8.32 Million
2.14% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
130,937
shares
|
$8.22 Million
2.46% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
125,184
shares
|
$7.86 Million
1.31% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
120,944
shares
|
$7.59 Million
1.03% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
116,886
shares
|
$7.34 Million
2.33% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
103,923
shares
|
$6.52 Million
0.77% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
102,884
shares
|
$6.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
97,747
shares
|
$6.14 Million
0.05% of portfolio
|
Q4 2024
Reduced 96.14%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
93,753
shares
|
$5.89 Million
0.34% of portfolio
|
Q4 2024
Added 16.44%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
93,160
shares
|
$5.85 Million
3.59% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
89,666
shares
|
$5.63 Million
0.93% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
88,371
shares
|
$5.55 Million
0.02% of portfolio
|
Q4 2024
Added 85.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
86,957
shares
|
$5.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
86,840
shares
|
$5.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
83,440
shares
|
$5.24 Million
1.29% of portfolio
|
Q1 2023
Added 3.71%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
82,174
shares
|
$5.16 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
77,474
shares
|
$4.86 Million
2.66% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
76,238
shares
|
$4.79 Million
3.98% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
75,448
shares
|
$4.74 Million
0.01% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
75,047
shares
|
$4.71 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
71,987
shares
|
$4.52 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
71,551
shares
|
$4.49 Million
0.07% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
70,634
shares
|
$4.43 Million
0.04% of portfolio
|
Q4 2024
Added 146.95%
|