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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
45,863
shares
|
$3.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
44,054
shares
|
$2.97 Million
0.02% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
43,329
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
42,796
shares
|
$2.89 Million
1.41% of portfolio
|
Q1 2024
Added 10.96%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
41,250
shares
|
$2.79 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
41,026
shares
|
$2.77 Million
0.05% of portfolio
|
Q1 2025
Added 179.91%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
39,513
shares
|
$2.67 Million
0.55% of portfolio
|
Q2 2025
Added 105.68%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
38,141
shares
|
$2.58 Million
0.05% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
36,827
shares
|
$2.49 Million
0.54% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
35,789
shares
|
$2.42 Million
0.06% of portfolio
|
Q2 2025
Added 46.95%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
35,389
shares
|
$2.39 Million
0.5% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
35,349
shares
|
$2.39 Million
0.87% of portfolio
|
Q4 2024
Reduced 17.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
34,076
shares
|
$2.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
31,834
shares
|
$2.15 Million
2.0% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
30,707
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
30,704
shares
|
$2.07 Million
0.55% of portfolio
|
Q2 2025
Reduced 73.73%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
30,421
shares
|
$2.05 Million
0.07% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
29,892
shares
|
$2.02 Million
0.38% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
29,818
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2023
Reduced 10.75%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
29,687
shares
|
$2 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
29,626
shares
|
$2 Million
0.06% of portfolio
|
Q2 2025
Added 19.69%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
29,600
shares
|
$2 Million
0.06% of portfolio
|
Q3 2022
Added 14.86%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
28,575
shares
|
$1.93 Million
0.61% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
28,428
shares
|
$1.92 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
27,988
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.04%
|