Free Trial
→ Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (From Colonial Metals) (Ad) Free FTLS Stock Alerts

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

First Trust Long/Short Equity ETF logo
$65.37 -0.08 (-0.12%)
(As of 11/20/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
122
Total
Institutional Inflows
(last 12 months)
$261.23M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$40.55M
Get FTLS Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Long/Short Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FTLS Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 MML Investors Services LLC53,859$3.42M0.0%-28.8%0.271%
11/15/2024 Orion Portfolio Solutions LLC107,812$6.84M0.1%+17.8%0.543%
11/15/2024 World Investment Advisors LLC341,004$21.64M0.1%N/A1.718%
11/15/2024 Jane Street Group LLC36,687$2.33M0.0%N/A0.185%
11/15/2024 Stifel Financial Corp81,396$5.17M0.0%-4.3%0.410%
11/15/2024 IHT Wealth Management LLC36,408$2.31M0.1%-40.3%0.183%
11/15/2024 Integrated Wealth Concepts LLC4,549$289K0.0%-13.1%0.023%
11/15/2024 HighTower Advisors LLC202,446$12.86M0.0%+2.9%1.020%
11/15/2024 Hilltop Holdings Inc.7,623$484K0.0%N/A0.038%
11/15/2024 Benjamin Edwards Inc.23,059$1.46M0.0%+8,803.1%0.116%
11/14/2024 Captrust Financial Advisors88,090$5.59M0.0%-7.9%0.444%
11/14/2024 Centric Wealth Management129,642$8.47M2.2%+0.2%0.653%
11/14/2024 CreativeOne Wealth LLC58,524$3.72M0.1%+156.8%0.295%
11/12/2024 Cerity Partners LLC80,561$5.11M0.0%+8.6%0.406%
11/12/2024 Optivise Advisory Services LLC18,231$1.16M0.6%N/A0.092%
11/12/2024 Raymond James Trust N.A.20,465$1.30M0.0%+2.4%0.103%
11/9/2024 LPL Financial LLC1,712,896$108.72M0.0%+9.7%8.629%
11/8/2024 Moors & Cabot Inc.5,214$331K0.0%+4.6%0.026%
11/8/2024 Darwin Wealth Management LLC34,902$2.22M0.6%-15.9%0.176%
11/8/2024 Prospera Financial Services Inc11,656$741K0.0%+4.2%0.059%
11/7/2024 Amara Financial LLC.5,398$343K0.3%N/A0.027%
11/6/2024 Signature Estate & Investment Advisors LLC23,605$1.50M0.0%+3.0%0.119%
11/6/2024 Oppenheimer & Co. Inc.28,932$1.84M0.0%+15.5%0.146%
11/6/2024 Cornerstone Planning Group LLC183,648$11.79M2.6%+6.1%0.925%
11/5/2024 First Heartland Consultants Inc.9,484$602K0.1%+27.9%0.048%
11/5/2024 Proactive Wealth Strategies LLC69,882$4.44M2.5%N/A0.352%
11/5/2024 WealthPlan Investment Management LLC130,539$8.29M0.8%+4.1%0.658%
11/5/2024 WealthPLAN Partners LLC178,795$11.35M1.5%+1.0%0.901%
11/5/2024 Harbour Investments Inc.42,161$2.68M0.1%+205.9%0.212%
11/5/2024 Apollon Wealth Management LLC27,596$1.75M0.0%+205.2%0.139%
11/4/2024 Legacy Capital Wealth Partners LLC14,277$906K0.2%+24.4%0.072%
11/4/2024 Sigma Planning Corp46,737$2.97M0.1%-1.5%0.235%
11/1/2024 Atria Investments Inc25,629$1.63M0.0%+10.7%0.129%
11/1/2024 Fairway Wealth LLC11,029$700K0.3%-1.8%0.056%
11/1/2024 Assetmark Inc.50,093$3.18M0.0%+136.5%0.252%
11/1/2024 Philip James Wealth Mangement LLC120,162$7.63M0.9%+3.6%0.605%
10/31/2024 Beacon 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%
10/31/2024 Concurrent Investment Advisors LLC20,624$1.31M0.0%+192.1%0.104%
10/30/2024 Maia Wealth LLC3,169$204K0.0%-11.9%0.016%
America’s Pro-Crypto Agenda (Ad)

Cash In On the Pro-Crypto America 27 experts reveal their top picks for 2025

Click here to reserve your seat at the Crypto Community Summit.
10/30/2024 Moloney Securities Asset Management LLC8,384$532K0.1%-14.3%0.042%
10/30/2024 World Equity Group Inc.143,202$9.09M3.3%-4.2%0.721%
10/30/2024 Klingenstein 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%
10/25/2024 Financial Advocates Investment Management13,749$873K0.0%+21.6%0.069%
10/25/2024 Golden State Equity Partners20,312$1.29M0.3%-7.7%0.102%
10/25/2024 Gateway 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%
10/23/2024 Parcion Private Wealth LLC5,624$357K0.0%N/A0.028%
10/23/2024 Allworth Financial LP2,018$128K0.0%-35.3%0.010%
10/23/2024 Silver Oak Securities Incorporated13,174$831K0.1%+35.6%0.066%
10/23/2024 RiverTree Advisors LLC50,970$3.24M2.2%-14.6%0.257%
10/23/2024 CENTRAL 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%
10/22/2024 Meadow Creek Wealth Advisors LLC9,699$616K0.5%+1.7%0.049%
10/22/2024 Private 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%
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%
10/18/2024KMG 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%
10/17/2024 Sweet Financial Partners LLC177,340$11.26M2.4%-1.6%0.893%
10/16/2024 Cornerstone Wealth Management LLC8,472$538K0.0%-20.6%0.043%
10/16/2024 Provident Wealth Management LLC16,719$1.06M0.4%-33.4%0.084%
10/16/2024 EdgeRock Capital LLC95,552$6.07M4.3%+8.3%0.481%
10/15/2024 NBC Securities Inc.807$51K0.0%+184.2%0.004%
10/11/2024 Iams Wealth Management LLC13,101$832K0.4%+20.0%0.066%
10/10/2024 Concourse Financial Group Securities Inc.7,694$488K0.0%+217.3%0.039%
10/10/2024 FOCUS Wealth Advisors LLC93,604$5.94M3.0%-0.8%0.472%
10/10/2024 Montis Financial LLC16,686$1.06M0.4%N/A0.084%
10/10/2024 Simplicity Wealth LLC14,963$950K0.1%-2.6%0.075%
10/9/2024 TAP Consulting LLC33,627$2.13M0.4%+2.9%0.169%
10/9/2024 UMB Bank n.a.551$35K0.0%N/A0.003%
10/9/2024 Patten Group Inc.32,150$2.04M0.5%+7.2%0.162%
10/8/2024 CWM LLC19,594$1.24M0.0%-7.2%0.099%
10/8/2024 Brookstone Capital Management7,363$467K0.0%+11.2%0.037%
10/8/2024 Atomi Financial Group Inc.105,870$6.72M0.4%+10.3%0.533%
10/8/2024 Dynamic Advisor Solutions LLC12,894$818K0.0%+25.2%0.065%
10/8/2024 Cardinal Point Capital Management ULC120,174$7.63M1.3%+23.6%0.605%
10/7/2024 Richard P Slaughter Associates Inc106,628$6.77M1.6%+34.8%0.537%
10/7/2024 SignalPoint Asset Management LLC3,525$222K0.1%-40.1%0.018%
10/3/2024 Park Avenue Securities LLC8,019$509K0.0%-6.7%0.040%
9/5/2024Sanctuary Advisors LLC33,113$1.99M0.0%N/A0.167%
8/22/2024 Cetera Investment Advisers316,306$19.80M0.0%+11.8%1.593%
8/21/2024 Truist Financial Corp392,377$24.56M0.0%+3.2%1.977%
8/19/2024B. Riley Wealth Advisors Inc.30,312$1.90M0.0%+43.1%0.153%
8/16/2024 Gateway Wealth Partners LLC10,835$678K0.2%N/A0.055%
America’s Pro-Crypto Agenda (Ad)

Cash In On the Pro-Crypto America 27 experts reveal their top picks for 2025

Click here to reserve your seat at the Crypto Community Summit.
8/14/2024 Insigneo Advisory Services LLC3,338$203K0.0%N/A0.017%
8/13/2024 AE Wealth Management LLC27,219$1.70M0.0%+120.7%0.137%
8/13/2024Benjamin F. Edwards & Company Inc.21,995$1.38M0.0%+5.4%0.111%
8/12/2024 WCG Wealth Advisors LLC14,203$889K0.1%N/A0.072%
8/12/2024 Carolinas Wealth Consulting LLC10,316$648K0.1%+325.6%0.052%
8/10/2024 Fairway Wealth LLC11,232$703K0.4%-1.6%0.057%
8/9/2024 Moors & Cabot Inc.4,986$312K0.0%+10.5%0.025%
8/9/2024 WealthPLAN Partners LLC177,054$11.08M1.2%-1.4%0.892%
8/9/2024 Rathbones Group PLC8,149$510K0.0%-13.2%0.041%
8/8/2024 Envestnet Asset Management Inc.522,659$32.71M0.0%+4.0%2.633%
(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, 181 institutional investors and hedge funds held shares of First Trust Long/Short Equity ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($197.20M), LPL Financial LLC ($108.72M), Royal Bank of Canada ($85.41M), Envestnet Asset Management Inc. ($32.71M), Truist Financial Corp ($24.56M), CENTRAL TRUST Co ($23.75M), and World Investment Advisors LLC ($21.64M).Learn more on FTLS's institutional investors.

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

Of the 153 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: WealthPlan Investment Management LLC ($732.87K), LPL Financial LLC ($695.38K), International Assets Investment Management LLC ($685.37K), WealthPLAN Partners LLC ($390.43K), Private Advisor Group LLC ($369.77K), World Investment Advisors LLC ($341.00K), and CENTRAL TRUST Co ($316.38K).

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

Institutional investors have bought a total of 8,315,826 shares in the last 24 months. This purchase volume represents approximately $466.00M in transactions.

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

Of the 104 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: WealthPlan Investment Management LLC ($423.18K), WealthPLAN Partners LLC ($266.68K), Private Advisor Group LLC ($205.19K), Financial Enhancement Group LLC ($194.09K), International Assets Investment Management LLC ($185.50K), LFA Lugano Financial Advisors SA ($134.70K), and Cardinal Point Capital Management ULC ($84.22K).

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

Institutional investors have sold a total of 2,425,098 shares in the last 24 months. This volume of shares sold represents approximately $130.47M in transactions.


Related Companies

This page (NYSEARCA:FTLS) was last updated on 11/20/2024 by MarketBeat.com Staff
From Our Partners
Tesla Execs are Freaking Out
It’s so revolutionary that tech giants like Microsoft, Amazon, and NVIDIA are all lining up to get their hands...
Angel Publishing | Sponsored
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
[625,000% Gain] – Are You Ready for the Next Altcoin Boom?
All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you k...
Crypto Swap Profits | Sponsored
The smart-money is buying this US$1 lithium stock
Lithium is getting white-hot once again! And that means well-timed investors who position now in the best n...
Resource Stock Digest | Sponsored
Former Trump advisor releases terrifying warning
Goldman Sachs: 300 Million People Are At Risk The mainstream media are practically ignoring the most import...
Wide Moat Research | Sponsored
The Biggest Post-Election Market Shift Ever?
Our No. 1 stock for the rare "millionaire window" opening NOW According to Wall Street legend Whitney Tilso...
Stansberry Research | Sponsored
My favorite credit card just increased its sign-up bonus
Tired of getting average credit card rewards? This credit card just increased its sign-up bonus to 75,000 bonu...
Card Ratings | Sponsored
Why Buffett, Bezos & Congress Are Rushing Into This Sector
Why are Warren Buffett, Jeff Bezos, Michael Bloomberg, “The Walmart Family”, Bill Gates, and 48 members of Con...
InvestorPlace | Sponsored