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 264 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crux Wealth Advisors
Long Beach, CA |
Jan 21, 2026 Q4 2025 |
10,371
shares
|
$735,718
0.27% of portfolio
|
Q4 2025
Added 13.43%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
10,278
shares
|
$729,121
0.02% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 28, 2026 Q4 2025 |
10,267
shares
|
$728,340
0.06% of portfolio
|
Q4 2025
Added 13.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jan 29, 2026 Q4 2025 |
10,210
shares
|
$724,297
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
10,104
shares
|
$716,777
0.03% of portfolio
|
Q3 2025
Added 191.6%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
10,095
shares
|
$716,139
0.02% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
10,036
shares
|
$711,953
0.12% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
9,992
shares
|
$708,832
0.09% of portfolio
|
Q4 2025
Added 4.61%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2026 Q4 2025 |
9,849
shares
|
$698,688
0.17% of portfolio
|
Q4 2025
Reduced 3.09%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jan 27, 2026 Q4 2025 |
9,686
shares
|
$687,124
0.18% of portfolio
|
Q4 2025
Added 2.81%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
9,607
shares
|
$681,520
0.01% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,331
shares
|
$661,941
0.05% of portfolio
|
Q4 2023
Added 2.67%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 29, 2026 Q4 2025 |
9,293
shares
|
$659,245
0.11% of portfolio
|
Q4 2025
Reduced 58.35%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,275
shares
|
$657,968
0.04% of portfolio
|
Q4 2022
Added 2.22%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,853
shares
|
$628,031
0.08% of portfolio
|
Q3 2025
Reduced 21.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
8,453
shares
|
$599,655
0.0% of portfolio
|
Q3 2025
Reduced 41.47%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,306
shares
|
$589,227
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
8,250
shares
|
$585,255
0.01% of portfolio
|
Q4 2025
Added 5751.06%
|
|
|
Provident Wealth Management, LLC
|
Jan 28, 2026 Q4 2025 |
7,966
shares
|
$565,108
0.17% of portfolio
|
Q4 2025
Reduced 7.67%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
7,855
shares
|
$557,233
0.03% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
7,829
shares
|
$555,389
0.04% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,727
shares
|
$548,153
0.02% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,725
shares
|
$548,011
0.22% of portfolio
|
Q2 2023
Added 1.1%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
7,326
shares
|
$519,706
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
7,180
shares
|
$509,349
0.01% of portfolio
|
Q3 2025
Reduced 5.93%
|
|