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First Trust Long/Short Equity ETF (FTLS) Institutional Ownership

First Trust Long/Short Equity ETF logo
$61.74 -1.04 (-1.66%)
As of 04/16/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Long/Short Equity ETF (NYSEARCA:FTLS)

Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$455.86M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$93.59M
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FTLS Institutional Buying and Selling by Quarter

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First Trust Long/Short Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Avaii Wealth Management LLC12,829$822K0.4%N/A0.043%
4/16/2025Wealth Enhancement Advisory Services LLC67,930$4.35M0.0%+10.0%0.225%
4/16/2025Matauro LLC4,584$294K0.1%+4.8%0.015%
4/16/2025Elevation Point Wealth Partners LLC7,527$482K0.0%+27.7%0.025%
4/15/2025 GPS Wealth Strategies Group LLC71,987$4.61M0.6%N/A0.239%
4/15/2025 EdgeRock Capital LLC156,231$10.01M7.1%+47.8%0.518%
4/15/2025 CX Institutional634$41K0.0%N/A0.002%
4/15/2025 Simplicity Wealth LLC17,574$1.13M0.1%N/A0.058%
4/15/2025 GAMMA Investing LLC1,357$87K0.0%-20.2%0.005%
4/14/2025 First Citizens Bank & Trust Co.18,075$1.16M0.0%+3.7%0.060%
4/14/2025 Park Avenue Securities LLC9,350$599K0.0%+4.9%0.031%
4/14/2025 KMG Fiduciary Partners LLC25,437$1.63M0.1%+24.8%0.084%
4/14/2025 City Center Advisors LLC10,264$658K0.8%+5.9%0.034%
4/11/2025 SeaCrest Wealth Management LLC9,825$630K0.1%N/A0.033%
4/11/2025 Signal Advisors Wealth LLC13,421$860K0.1%+188.8%0.045%
4/10/2025 Richard P Slaughter Associates Inc116,886$7.49M1.7%+5.1%0.388%
4/10/2025 Iams Wealth Management LLC9,764$626K0.3%-21.9%0.032%
4/9/2025 NBC Securities Inc.803$51K0.0%N/A0.003%
4/7/2025 GAMMA Investing LLC86,957$5.57M0.0%+5,015.1%0.288%
4/2/2025 Global Wealth Strategies & Associates17,881$1.15M0.3%+8.9%0.060%
4/1/2025 Hobart Private Capital LLC304,240$19.50M4.9%N/A1.023%
3/21/2025Prostatis Group LLC68,797$4.53M1.3%+6.6%0.231%
3/17/2025Wealth Enhancement Advisory Services LLC61,775$4.07M0.0%-1.8%0.210%
3/12/2025Centaurus Financial Inc.8,430$555K0.0%N/A0.029%
2/25/2025B. Riley Wealth Advisors Inc.30,421$2.00M0.1%+1.5%0.153%
2/25/2025Armis Advisers LLC75,047$4.94M0.6%N/A0.378%
2/24/2025United Advisor Group LLC4,175$275K0.1%N/A0.021%
2/19/2025Richmond Investment Services LLC4,023$265K0.1%N/A0.020%
2/19/2025WCG Wealth Advisors LLC13,059$859K0.1%-6.9%0.066%
2/18/2025Breakthru Advisory Services LLC4,075$268K0.2%N/A0.021%
2/18/2025Vise Technologies Inc.6,782$446K0.0%N/A0.034%
2/17/2025Snowden Capital Advisors LLC5,926$390K0.0%-6.3%0.030%
2/17/2025Royal Bank of Canada1,774,101$116.75M0.0%+2.1%8.938%
2/17/2025Focus Partners Wealth21,492$1.50M0.0%-24.7%0.108%
2/17/2025Cetera Investment Advisers541,391$35.63M0.1%+12.8%2.727%
2/17/2025Captrust Financial Advisors86,840$5.72M0.0%-1.4%0.437%
2/17/2025Cary Street Partners Financial LLC3,216$212K0.0%N/A0.016%
2/17/2025Baird Financial Group Inc.43,606$2.87M0.0%-1.8%0.220%
2/17/2025Benjamin Edwards Inc.28,872$1.90M0.0%+25.2%0.145%
2/17/2025Ameriprise Financial Inc.1,662,691$109.43M0.0%+39.8%8.376%
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2/14/2025Jane Street Group LLC35,513$2.34M0.0%-3.2%0.179%
2/14/2025Comerica Bank50,274$3.31M0.0%+195.0%0.253%
2/14/2025Owen LaRue LLC27,216$1.79M0.9%-17.4%0.137%
2/14/2025Capital Analysts LLC4,437$292K0.0%+11.8%0.022%
2/14/2025Integrated Wealth Concepts LLC28,778$1.89M0.0%+532.6%0.145%
2/14/2025Coppell Advisory Solutions LLC16,783$1.11M0.2%+48.5%0.085%
2/14/2025Harvest Investment Services LLC11,022$725K0.2%+2.4%0.056%
2/14/2025IHT Wealth Management LLC32,220$2.12M0.1%-11.5%0.162%
2/14/2025Stifel Financial Corp69,624$4.58M0.0%-14.5%0.351%
2/14/2025OneDigital Investment Advisors LLC12,345$812K0.0%N/A0.062%
2/14/2025Optivise Advisory Services LLC17,985$1.18M0.6%-1.3%0.091%
2/14/2025TD Waterhouse Canada Inc.7,948$524K0.0%N/A0.040%
2/14/2025MML Investors Services LLC67,560$4.45M0.0%+25.4%0.340%
2/14/2025First Trust Advisors LP45,114$2.97M0.0%+24.7%0.227%
2/14/2025GeoWealth Management LLC11,304$744K0.0%-32.4%0.057%
2/14/2025Concourse Financial Group Securities Inc.18,511$1.26M0.1%+140.6%0.093%
2/13/2025NewEdge Advisors LLC5,534$364K0.0%+61.0%0.028%
2/13/2025LaSalle St. Investment Advisors LLC23,430$1.54M0.5%N/A0.118%
2/13/2025Belpointe Asset Management LLC82,174$5.28M0.3%-2.3%0.414%
2/13/2025CreativeOne Wealth LLC48,244$3.18M0.1%-17.6%0.243%
2/13/2025Mariner LLC8,523$561K0.0%-96.4%0.043%
2/13/2025Crux Wealth Advisors6,249$411K0.2%N/A0.031%
2/13/2025Concorde Asset Management LLC6,787$447K0.2%N/A0.034%
2/13/2025Raymond James Financial Inc.254,805$16.77M0.0%N/A1.284%
2/13/2025Advisory Services Network LLC14,657$965K0.0%-11.1%0.074%
2/13/2025Rathbones Group PLC7,149$470K0.0%+4.2%0.036%
2/13/2025Bank of Montreal Can5,330$351K0.0%-39.7%0.027%
2/13/2025Cerity Partners LLC11,748$773K0.0%-85.4%0.059%
2/13/2025Wedbush Securities Inc.4,779$315K0.0%+3.5%0.024%
2/13/2025Envestnet Asset Management Inc.509,536$33.53M0.0%-4.9%2.567%
2/13/2025Wells Fargo & Company MN735$48K0.0%+775.0%0.004%
2/12/2025World Investment Advisors25,078$1.65M0.0%+26.4%0.126%
2/12/2025Centric Wealth Management130,937$8.62M2.3%+1.0%0.660%
2/12/2025StoneX Group Inc.10,900$717K0.0%+7.6%0.055%
2/12/2025Tucker Asset Management LLC861$57K0.0%+45.7%0.004%
2/12/2025Orion Portfolio Solutions LLC102,884$6.77M0.1%-4.6%0.518%
2/12/2025JPMorgan Chase & Co.768,382$50.57M0.0%+81.2%3.871%
2/12/2025Graney & King LLC2,953$194K0.1%N/A0.015%
2/12/2025Ausdal Financial Partners Inc.3,910$257K0.0%N/A0.020%
2/12/2025Morey & Quinn Wealth Partners LLC4,500$296K0.3%N/A0.023%
2/11/2025Signature Estate & Investment Advisors LLC25,842$1.70M0.0%+9.5%0.130%
2/11/2025Modern Wealth Management LLC138,424$9.35M0.3%-2.7%0.697%
2/11/2025LPL Financial LLC1,907,555$125.54M0.1%+11.4%9.610%
2/11/2025Runnymede Capital Advisors Inc.7,395$487K0.4%N/A0.037%
2/11/2025Viawealth LLC69,709$4.59M2.8%+13.6%0.351%
2/11/2025TAP Consulting LLC35,389$2.33M0.5%+5.2%0.178%
2/11/2025L.K. Benson & Company P.C.3,791$249K0.2%N/A0.019%
2/10/2025IMG Wealth Management Inc.59,068$3.89M3.6%N/A0.298%
2/10/2025Harbour Investments Inc.46,684$3.07M0.1%+10.7%0.235%
2/10/2025Envestnet Portfolio Solutions Inc.31,368$2.06M0.0%+3.5%0.158%
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2/10/2025Montis Financial LLC21,065$1.39M0.4%+26.2%0.106%
2/10/2025Commonwealth Equity Services LLC75,448$4.97M0.0%+18.2%0.380%
2/10/2025Balboa Wealth Partners7,620$501K0.1%N/A0.038%
2/10/2025Wintrust Investments LLC1,725$113K0.1%+35.6%0.009%
2/10/2025LFA Lugano Financial Advisors SA62,329$4.10M2.7%-1.4%0.314%
2/10/2025Avantax Advisory Services Inc.62,097$4.09M0.0%+3.7%0.313%
2/7/2025PFG Advisors15,412$1.01M0.1%+135.0%0.078%
2/7/2025HighTower Advisors LLC204,004$13.43M0.0%+0.8%1.028%
2/7/2025Moors & Cabot Inc.6,053$398K0.0%+16.1%0.030%
2/7/2025Fairway Wealth LLC23,094$1.52M0.6%+109.4%0.116%
(Data available from 1/1/2016 forward)

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FTLS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTLS shares?

During the previous two years, 246 institutional investors and hedge funds held shares of First Trust Long/Short Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($125.54M), Royal Bank of Canada ($116.75M), Ameriprise Financial Inc. ($109.43M), JPMorgan Chase & Co. ($50.57M), Cetera Investment Advisers ($35.63M), Envestnet Asset Management Inc. ($33.53M), and Truist Financial Corp ($28.05M).Learn more on FTLS's institutional investors.

Which institutional investors have been buying First Trust Long/Short Equity ETF stock?

Of the 221 institutional investors that purchased First Trust Long/Short Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($801.33K), JPMorgan Chase & Co. ($758.40K), International Assets Investment Management LLC ($685.37K), Raymond James Financial Inc. ($509.61K), Ameriprise Financial Inc. ($473.09K), Private Advisor Group LLC ($369.77K), and WealthPlan Investment Management LLC ($362.08K).

How much institutional buying is happening at First Trust Long/Short Equity ETF?

Institutional investors have bought a total of 10,552,400 shares in the last 24 months. This purchase volume represents approximately $641.68M in transactions.

Which First Trust Long/Short Equity ETF major shareholders have been selling company stock?

Of the 120 institutional investors that sold First Trust Long/Short Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($490.56K), WealthPlan Investment Management LLC ($423.18K), WealthPLAN Partners LLC ($279.21K), Financial Enhancement Group LLC ($231.36K), Mariner LLC ($225.94K), LFA Lugano Financial Advisors SA ($122.76K), and Private Advisor Group LLC ($84.44K).

How much institutional selling is happening at First Trust Long/Short Equity ETF?

Institutional investors have sold a total of 3,107,986 shares in the last 24 months. This volume of shares sold represents approximately $182.97M in transactions.


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This page (NYSEARCA:FTLS) was last updated on 4/17/2025 by MarketBeat.com Staff
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