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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
12,087
shares
|
$816,114
0.01% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
11,988
shares
|
$809,429
0.22% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
11,896
shares
|
$803,217
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
11,707
shares
|
$790,456
0.4% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,319
shares
|
$764,258
0.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
11,246
shares
|
$759,329
0.1% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
10,494
shares
|
$708,554
0.0% of portfolio
|
Q2 2025
Added 578.78%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,485
shares
|
$707,947
0.17% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
9,938
shares
|
$671,013
0.14% of portfolio
|
Q2 2025
Added 189.06%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
9,927
shares
|
$670,271
0.06% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
9,858
shares
|
$665,612
0.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
9,831
shares
|
$663,789
0.7% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,331
shares
|
$630,029
0.05% of portfolio
|
Q4 2023
Added 2.67%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,301
shares
|
$628,003
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,275
shares
|
$626,248
0.04% of portfolio
|
Q4 2022
Added 2.22%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
9,268
shares
|
$625,775
0.26% of portfolio
|
Q2 2025
Added 25.68%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
8,810
shares
|
$594,851
0.19% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
8,658
shares
|
$584,588
0.26% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
8,496
shares
|
$573,649
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,443
shares
|
$570,071
0.02% of portfolio
|
Q1 2025
Reduced 42.15%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
8,302
shares
|
$560,551
0.01% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
7,901
shares
|
$533,475
0.0% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,725
shares
|
$521,591
0.22% of portfolio
|
Q2 2023
Added 1.1%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,659
shares
|
$517,135
0.03% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
7,633
shares
|
$515,380
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|