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 261 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,125,289
shares
|
$406 Million
0.03% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,260,242
shares
|
$150 Million
0.06% of portfolio
|
Q1 2025
Added 18.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,186,306
shares
|
$145 Million
0.04% of portfolio
|
Q1 2025
Added 31.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,970,369
shares
|
$131 Million
0.03% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
782,737
shares
|
$51.8 Million
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
586,842
shares
|
$38.9 Million
0.08% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
534,076
shares
|
$35.4 Million
0.01% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
463,824
shares
|
$30.7 Million
0.01% of portfolio
|
Q1 2025
Added 82.03%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
427,431
shares
|
$28.3 Million
0.04% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
370,144
shares
|
$24.5 Million
0.6% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
309,359
shares
|
$20.5 Million
0.02% of portfolio
|
Q1 2025
Added 344.33%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
304,240
shares
|
$20.2 Million
4.87% of portfolio
|
Q1 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
261,966
shares
|
$17.4 Million
4.74% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
218,757
shares
|
$14.5 Million
0.05% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
203,472
shares
|
$13.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
202,222
shares
|
$13.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
199,717
shares
|
$13.2 Million
2.98% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
190,920
shares
|
$12.6 Million
0.05% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
184,682
shares
|
$12.2 Million
4.95% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
177,340
shares
|
$11.7 Million
2.52% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
173,103
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Added 24.25%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
167,093
shares
|
$11.1 Million
1.51% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
166,179
shares
|
$11 Million
0.49% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
156,299
shares
|
$10.4 Million
1.09% of portfolio
|
Q4 2024
Added 4297.83%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
151,211
shares
|
$10 Million
0.06% of portfolio
|
Q1 2025
Reduced 47.01%
|