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

First Trust Long/Short Equity ETF logo
$67.61 +0.41 (+0.61%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Long/Short Equity ETF (NYSEARCA:FTLS)

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$291.72M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$74.45M
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FTLS Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025First Citizens Bank & Trust Co.17,428$1.15M0.0%-7.9%0.088%
1/21/2025Flagship Harbor Advisors LLC93,753$6.17M0.3%+16.4%0.472%
1/21/2025Cyndeo Wealth Partners LLC11,946$786K0.1%-5.4%0.060%
1/21/2025Geneos Wealth Management Inc.9,076$597K0.0%+4.9%0.046%
1/21/2025Dynamic Advisor Solutions LLC14,407$948K0.0%+11.7%0.073%
1/21/2025RFG Advisory LLC3,535$233K0.0%-16.8%0.018%
1/17/2025 Janney Montgomery Scott LLC88,371$5.82M0.0%+85.7%0.445%
1/17/2025 Atomi Financial Group Inc.153,152$10.08M0.5%+44.7%0.772%
1/16/2025 Koshinski Asset Management Inc.45,493$2.99M0.0%-2.1%0.229%
1/16/2025 FOCUS Wealth Advisors LLC93,160$6.13M3.3%-0.5%0.469%
1/16/2025 RiverTree Advisors LLC20,278$1.33M0.9%-60.2%0.102%
1/15/2025 Ameritas Advisory Services LLC17,682$1.16M0.0%+125.9%0.089%
1/15/2025 Grant GrossMendelsohn LLC6,962$458K0.2%-59.5%0.035%
1/15/2025 KMG Fiduciary Partners LLC20,389$1.34M0.1%-5.9%0.103%
1/14/2025 Financial Enhancement Group LLC149,361$9.88M1.5%-52.1%0.752%
1/14/2025 Richard P Slaughter Associates Inc111,236$7.32M1.6%+4.3%0.560%
1/14/2025 Park Avenue Securities LLC8,917$587K0.0%+11.2%0.045%
1/14/2025 Cardinal Point Capital Management ULC125,184$8.24M1.3%+4.2%0.631%
1/14/2025 Signal Advisors Wealth LLC4,647$306K0.0%-11.2%0.023%
1/13/2025 Cooper Financial Group16,034$1.06M0.1%-1.0%0.081%
1/13/2025 Brookstone Capital Management6,576$433K0.0%-10.7%0.033%
1/13/2025 City Center Advisors LLC9,688$638K0.7%N/A0.049%
1/8/2025 International Assets Investment Management LLC5,643$371K0.0%-98.2%0.028%
1/3/2025 GAMMA Investing LLC1,700$112K0.0%+26.2%0.009%
1/2/2025 Global Wealth Strategies & Associates16,420$1.08M0.3%N/A0.083%
12/26/2024JPMorgan Chase & Co.423,959$26.91M0.0%+4,148.1%2.136%
12/16/2024SMART Wealth LLC19,457$1.24M0.5%+10.0%0.098%
12/13/2024B. Riley Wealth Advisors Inc.29,973$1.90M0.1%-1.1%0.151%
11/25/2024Wilmington Savings Fund Society FSB1,184$75K0.0%N/A0.006%
11/25/2024World Investment Advisors LLC19,846$1.26M0.0%N/A0.100%
11/25/2024Sanctuary Advisors LLC29,301$1.92M0.0%-11.5%0.148%
11/15/2024MML Investors Services LLC53,859$3.42M0.0%-28.8%0.271%
11/15/2024Orion Portfolio Solutions LLC107,812$6.84M0.1%+17.8%0.543%
11/15/2024World Investment Advisors LLC341,004$21.64M0.1%N/A1.718%
11/15/2024Jane Street Group LLC36,687$2.33M0.0%N/A0.185%
11/15/2024Stifel Financial Corp81,396$5.17M0.0%-4.3%0.410%
11/15/2024IHT Wealth Management LLC36,408$2.31M0.1%-40.3%0.183%
11/15/2024Integrated Wealth Concepts LLC4,549$289K0.0%-13.1%0.023%
11/15/2024HighTower Advisors LLC202,446$12.86M0.0%+2.9%1.020%
11/15/2024Hilltop Holdings Inc.7,623$484K0.0%N/A0.038%
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11/15/2024Benjamin Edwards Inc.23,059$1.46M0.0%+8,803.1%0.116%
11/14/2024Captrust Financial Advisors88,090$5.59M0.0%-7.9%0.444%
11/14/2024Centric Wealth Management129,642$8.47M2.2%+0.2%0.653%
11/14/2024CreativeOne Wealth LLC58,524$3.72M0.1%+156.8%0.295%
11/12/2024Cerity Partners LLC80,561$5.11M0.0%+8.6%0.406%
11/12/2024Optivise Advisory Services LLC18,231$1.16M0.6%N/A0.092%
11/12/2024Raymond James Trust N.A.20,465$1.30M0.0%+2.4%0.103%
11/9/2024LPL Financial LLC1,712,896$108.72M0.0%+9.7%8.629%
11/8/2024Moors & Cabot Inc.5,214$331K0.0%+4.6%0.026%
11/8/2024Darwin Wealth Management LLC34,902$2.22M0.6%-15.9%0.176%
11/8/2024Prospera Financial Services Inc11,656$741K0.0%+4.2%0.059%
11/7/2024Amara Financial LLC.5,398$343K0.3%N/A0.027%
11/6/2024Signature Estate & Investment Advisors LLC23,605$1.50M0.0%+3.0%0.119%
11/6/2024Oppenheimer & Co. Inc.28,932$1.84M0.0%+15.5%0.146%
11/6/2024Cornerstone Planning Group LLC183,648$11.79M2.6%+6.1%0.925%
11/5/2024First Heartland Consultants Inc.9,484$602K0.1%+27.9%0.048%
11/5/2024Proactive Wealth Strategies LLC69,882$4.44M2.5%N/A0.352%
11/5/2024WealthPlan Investment Management LLC130,539$8.29M0.8%+4.1%0.658%
11/5/2024WealthPLAN Partners LLC178,795$11.35M1.5%+1.0%0.901%
11/5/2024Harbour Investments Inc.42,161$2.68M0.1%+205.9%0.212%
11/5/2024Apollon Wealth Management LLC27,596$1.75M0.0%+205.2%0.139%
11/4/2024Legacy Capital Wealth Partners LLC14,277$906K0.2%+24.4%0.072%
11/4/2024Sigma Planning Corp46,737$2.97M0.1%-1.5%0.235%
11/1/2024Atria Investments Inc25,629$1.63M0.0%+10.7%0.129%
11/1/2024Fairway Wealth LLC11,029$700K0.3%-1.8%0.056%
11/1/2024Assetmark Inc.50,093$3.18M0.0%+136.5%0.252%
11/1/2024Philip James Wealth Mangement LLC120,162$7.63M0.9%+3.6%0.605%
10/31/2024Beacon Harbor Wealth Advisors Inc.124,611$7.91M1.9%+3.2%0.628%
10/31/2024 Financial Enhancement Group LLC311,985$19.80M3.5%+15.4%1.572%
10/31/2024Concurrent Investment Advisors LLC20,624$1.31M0.0%+192.1%0.104%
10/30/2024Maia Wealth LLC3,169$204K0.0%-11.9%0.016%
10/30/2024Moloney Securities Asset Management LLC8,384$532K0.1%-14.3%0.042%
10/30/2024World Equity Group Inc.143,202$9.09M3.3%-4.2%0.721%
10/30/2024Klingenstein Fields & Co. LP32,215$2.05M0.1%N/A0.162%
10/29/2024 Janney Montgomery Scott LLC47,589$3.02M0.0%+32.1%0.240%
10/25/2024Financial Advocates Investment Management13,749$873K0.0%+21.6%0.069%
10/25/2024Golden State Equity Partners20,312$1.29M0.3%-7.7%0.102%
10/25/2024Gateway Wealth Partners LLC10,352$657K0.2%-4.5%0.052%
10/24/2024 Wealth Enhancement Advisory Services LLC62,902$3.99M0.0%+3.8%0.317%
10/23/2024Parcion Private Wealth LLC5,624$357K0.0%N/A0.028%
10/23/2024Allworth Financial LP2,018$128K0.0%-35.3%0.010%
10/23/2024Silver Oak Securities Incorporated13,174$831K0.1%+35.6%0.066%
10/23/2024 RiverTree Advisors LLC50,970$3.24M2.2%-14.6%0.257%
10/23/2024CENTRAL TRUST Co374,201$23.75M0.6%-5.9%1.885%
10/22/2024 International Assets Investment Management LLC310,702$197.20M0.0%+4,639.2%1.565%
10/22/2024Meadow Creek Wealth Advisors LLC9,699$616K0.5%+1.7%0.049%
10/22/2024Private Advisor Group LLC338,033$21.46M0.1%+8.0%1.703%
10/19/2024Stegent Equity Advisors Inc.50,828$3.23M3.6%+11.6%0.256%
10/19/2024OLD National Bancorp IN33,806$2.15M0.0%+24.7%0.170%
10/19/2024Cyndeo Wealth Partners LLC12,628$801K0.1%N/A0.064%
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10/19/2024Cedrus LLC13,178$836K0.3%-7.7%0.066%
10/18/2024First Citizens Bank & Trust Co.18,925$1.20M0.0%-1.4%0.095%
10/18/2024 KMG Fiduciary Partners LLC21,670$1.38M0.1%N/A0.109%
10/18/2024Stratos Wealth Advisors LLC25,242$1.60M0.1%+10.7%0.127%
10/17/2024Onyx Bridge Wealth Group LLC31,141$1.98M0.3%-2.0%0.157%
10/17/2024Sweet Financial Partners LLC177,340$11.26M2.4%-1.6%0.893%
10/16/2024Cornerstone Wealth Management LLC8,472$538K0.0%-20.6%0.043%
10/16/2024Provident Wealth Management LLC16,719$1.06M0.4%-33.4%0.084%
10/16/2024EdgeRock Capital LLC95,552$6.07M4.3%+8.3%0.481%
10/15/2024NBC Securities Inc.807$51K0.0%+184.2%0.004%
(Data available from 1/1/2016 forward)

FTLS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTLS shares?

During the previous two years, 189 institutional investors and hedge funds held shares of First Trust Long/Short Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($108.72M), Royal Bank of Canada ($85.41M), Envestnet Asset Management Inc. ($32.71M), JPMorgan Chase & Co. ($26.91M), Truist Financial Corp ($24.56M), CENTRAL TRUST Co ($23.75M), and Private Advisor Group LLC ($21.46M).Learn more on FTLS's institutional investors.

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

Of the 159 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 ($695.38K), International Assets Investment Management LLC ($685.37K), JPMorgan Chase & Co. ($413.98K), WealthPLAN Partners LLC ($390.43K), Private Advisor Group LLC ($369.77K), World Investment Advisors LLC ($360.85K), and WealthPlan Investment Management LLC ($344.50K).

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

Institutional investors have bought a total of 8,453,725 shares in the last 24 months. This purchase volume represents approximately $482.49M in transactions.

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

Of the 111 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), Financial Enhancement Group LLC ($356.71K), WealthPLAN Partners LLC ($266.68K), LFA Lugano Financial Advisors SA ($134.70K), Cardinal Point Capital Management ULC ($84.22K), and Bridgeworth LLC ($68.26K).

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

Institutional investors have sold a total of 2,762,299 shares in the last 24 months. This volume of shares sold represents approximately $155.75M in transactions.



This page (NYSEARCA:FTLS) was last updated on 1/21/2025 by MarketBeat.com Staff
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