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 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
46,074
shares
|
$3.18 Million
0.68% of portfolio
|
Q1 2024
Added 5.04%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
45,863
shares
|
$3.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
45,373
shares
|
$3.13 Million
0.05% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
44,054
shares
|
$3.04 Million
0.02% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
43,329
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
42,796
shares
|
$2.96 Million
1.41% of portfolio
|
Q1 2024
Added 10.96%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
41,802
shares
|
$2.89 Million
0.58% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
41,250
shares
|
$2.85 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
39,513
shares
|
$2.73 Million
0.55% of portfolio
|
Q2 2025
Added 105.68%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
37,409
shares
|
$2.58 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
37,301
shares
|
$2.58 Million
0.9% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
36,251
shares
|
$2.5 Million
0.05% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
35,573
shares
|
$2.46 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
35,389
shares
|
$2.44 Million
0.5% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
33,033
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
29,892
shares
|
$2.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
29,859
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2025
Reduced 72.36%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
29,818
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2023
Reduced 10.75%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
29,687
shares
|
$2.05 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
29,600
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2022
Added 14.86%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
28,575
shares
|
$1.97 Million
0.61% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
28,218
shares
|
$1.95 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
27,988
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
26,483
shares
|
$1.83 Million
1.09% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
25,985
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2025
Added 2.68%
|