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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
146,626
shares
|
$9.71 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
134,993
shares
|
$8.94 Million
2.42% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
133,699
shares
|
$8.86 Million
2.03% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
130,551
shares
|
$8.65 Million
0.28% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
129,947
shares
|
$8.61 Million
0.04% of portfolio
|
Q1 2025
Added 158.48%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
124,164
shares
|
$8.22 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
122,878
shares
|
$8.14 Million
1.04% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
121,674
shares
|
$8.06 Million
0.01% of portfolio
|
Q1 2025
Added 61.27%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
116,993
shares
|
$7.75 Million
1.28% of portfolio
|
Q2 2025
Reduced 50.59%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
108,047
shares
|
$7.16 Million
0.31% of portfolio
|
Q2 2025
Added 32.09%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
107,150
shares
|
$7.1 Million
0.38% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
103,923
shares
|
$6.88 Million
0.77% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
98,311
shares
|
$6.51 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
91,696
shares
|
$6.07 Million
3.48% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
89,790
shares
|
$5.95 Million
0.79% of portfolio
|
Q1 2025
Added 435.01%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
86,868
shares
|
$5.75 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
84,591
shares
|
$5.6 Million
2.89% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
84,112
shares
|
$5.57 Million
0.05% of portfolio
|
Q1 2025
Added 19.08%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
83,440
shares
|
$5.53 Million
1.29% of portfolio
|
Q1 2023
Added 3.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
79,298
shares
|
$5.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
79,182
shares
|
$5.25 Million
0.42% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
78,818
shares
|
$5.22 Million
3.12% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
78,594
shares
|
$5.21 Million
0.02% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
77,017
shares
|
$5.1 Million
0.15% of portfolio
|
Q1 2025
Added 64.98%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
76,501
shares
|
$5.07 Million
0.01% of portfolio
|
Q2 2025
Added 9.58%
|