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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
11,387
shares
|
$754,274
0.03% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
11,365
shares
|
$752,817
0.01% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
11,301
shares
|
$748,578
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
11,163
shares
|
$739,437
0.11% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
10,516
shares
|
$696,579
0.21% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
10,447
shares
|
$692,009
0.12% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
10,379
shares
|
$687,504
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
9,831
shares
|
$651,205
0.7% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,374
shares
|
$620,933
0.02% of portfolio
|
Q1 2025
Added 96.15%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,331
shares
|
$618,085
0.05% of portfolio
|
Q4 2023
Added 2.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
9,304
shares
|
$616,296
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,301
shares
|
$616,098
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,275
shares
|
$614,376
0.04% of portfolio
|
Q4 2022
Added 2.22%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
9,097
shares
|
$602,585
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
8,810
shares
|
$583,574
0.19% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,673
shares
|
$574,499
0.0% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
8,658
shares
|
$573,505
0.26% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
8,484
shares
|
$561,980
0.0% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,443
shares
|
$559,264
0.02% of portfolio
|
Q1 2025
Reduced 42.15%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,801
shares
|
$516,738
0.01% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,725
shares
|
$511,703
0.22% of portfolio
|
Q2 2023
Added 1.1%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
7,654
shares
|
$507,000
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
7,625
shares
|
$505,079
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
7,564
shares
|
$501,039
0.03% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
7,532
shares
|
$498,919
0.03% of portfolio
|
Q1 2025
Reduced 3.36%
|