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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
25,842
shares
|
$1.62 Million
0.04% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
25,752
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
25,437
shares
|
$1.6 Million
0.14% of portfolio
|
Q1 2025
Added 24.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
25,078
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
Added 26.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
24,793
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24,355
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
24,217
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
24,154
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
23,430
shares
|
$1.47 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
23,094
shares
|
$1.45 Million
0.68% of portfolio
|
Q4 2024
Added 109.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,075
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,995
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2024
Added 5.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
21,347
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
21,065
shares
|
$1.32 Million
0.43% of portfolio
|
Q4 2024
Added 26.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
20,721
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,465
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
20,454
shares
|
$1.28 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
20,278
shares
|
$1.27 Million
0.94% of portfolio
|
Q4 2024
Reduced 60.22%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
19,820
shares
|
$1.24 Million
0.26% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
18,624
shares
|
$1.17 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
18,511
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2024
Added 140.59%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
18,413
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2024
Added 245.2%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
18,075
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
17,985
shares
|
$1.13 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
17,881
shares
|
$1.12 Million
0.35% of portfolio
|
Q1 2025
Added 8.9%
|