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 219 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,995
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2024
Added 5.44%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
21,428
shares
|
$1.45 Million
0.72% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
20,904
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2024
Added 252.16%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
20,721
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
20,624
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2024
Added 192.08%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,465
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
20,389
shares
|
$1.38 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
20,278
shares
|
$1.37 Million
0.94% of portfolio
|
Q4 2024
Reduced 60.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
19,846
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Reduced 94.18%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
19,820
shares
|
$1.34 Million
0.26% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
19,594
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
18,624
shares
|
$1.26 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
18,231
shares
|
$1.23 Million
0.61% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
17,682
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Added 125.94%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
17,428
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
17,125
shares
|
$1.16 Million
0.11% of portfolio
|
Q4 2024
Added 29.99%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,041
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 30.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,730
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
16,719
shares
|
$1.13 Million
0.36% of portfolio
|
Q3 2024
Reduced 33.43%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
16,686
shares
|
$1.13 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
16,490
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
16,420
shares
|
$1.11 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
16,034
shares
|
$1.08 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
14,963
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,647
shares
|
$990,283
0.0% of portfolio
|
Q3 2024
Reduced 63.65%
|