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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
12,087
shares
|
$834,849
0.01% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
11,896
shares
|
$821,656
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,319
shares
|
$781,803
0.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
11,246
shares
|
$776,761
0.1% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
10,494
shares
|
$724,820
0.0% of portfolio
|
Q2 2025
Added 578.78%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,485
shares
|
$724,198
0.17% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
10,263
shares
|
$708,865
0.02% of portfolio
|
Q3 2025
Reduced 20.33%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
10,163
shares
|
$701,958
0.18% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
10,104
shares
|
$697,883
0.03% of portfolio
|
Q3 2025
Added 191.6%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
9,938
shares
|
$686,417
0.14% of portfolio
|
Q2 2025
Added 189.06%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
9,927
shares
|
$685,657
0.06% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
9,858
shares
|
$680,892
0.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
9,731
shares
|
$672,120
0.01% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
9,421
shares
|
$650,708
0.22% of portfolio
|
Q3 2025
Added 66.48%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,331
shares
|
$644,492
0.05% of portfolio
|
Q4 2023
Added 2.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,275
shares
|
$640,624
0.04% of portfolio
|
Q4 2022
Added 2.22%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
9,268
shares
|
$640,140
0.26% of portfolio
|
Q2 2025
Added 25.68%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,628
shares
|
$595,935
0.19% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
8,496
shares
|
$586,818
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
8,302
shares
|
$573,419
0.01% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
7,901
shares
|
$545,722
0.0% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
7,802
shares
|
$538,884
0.04% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,725
shares
|
$533,565
0.22% of portfolio
|
Q2 2023
Added 1.1%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
7,671
shares
|
$529,835
0.22% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,659
shares
|
$529,007
0.03% of portfolio
|
Q2 2025
Added 1.69%
|