Who Owns First Trust Long/Short Equity ETF (FTLS)?Hedge Fund & Institutional Holders

$69.66-0.40 (-0.57%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.7200017000016497e+217T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$60.06$63.07$66.09$69.10$72.11Sep 24Jun 25Mar 26

FTLS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+587K+$41.0M
TRUIST FINANCIAL CORPNew Position+473K+$33.6M
CENTRAL TRUST CoNew Position+423K+$30.0M
VestGen Advisors, LLCNew Position+294K+$20.0M
Merit Financial Group, LLCNew Position+245K+$17.4M
Cornerstone Planning Group LLCNew Position+218K+$15.6M
EdgeRock Capital LLCNew Position+205K+$14.5M
WealthPlan Investment Management, LLCNew Position+185K+$13.1M
Ethos Financial Group, LLCNew Position+182K+$12.9M
CWM, LLCNew Position+165K+$11.7M
Centric Wealth ManagementNew Position+135K+$9.7M
Cardinal Point Capital Management ULCNew Position+136K+$9.6M
Philip James Wealth Mangement, LLCNew Position+133K+$9.4M
KINGSWOOD WEALTH ADVISORS, LLCNew Position+117K+$8.3M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+123K+$8.0M

FTLS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-18K-$15.7B
HighTower Advisors, LLCDecreased-30K-$13.1B
Compound Planning, Inc.Decreased-126K-$10.0B
Financial Enhancement Group LLCDecreased-551-$8.2B
COMERICA BANKDecreased-7K-$7.2B
Orion Porfolio Solutions, LLCDecreased-2K-$6.0B
Koshinski Asset Management, Inc.Decreased-10K-$5.8B
CAPTRUST FINANCIAL ADVISORSDecreased-5K-$5.1B
VIAWEALTH, LLCDecreased-5K-$4.6B
Integrated Wealth Concepts LLCDecreased-21K-$4.2B
CreativeOne Wealth, LLCDecreased-576-$4.1B
HARBOUR INVESTMENTS, INC.Decreased-71-$3.7B
Sigma Planning CorpDecreased-3K-$2.9B
OLD NATIONAL BANCORP /IN/Decreased-7K-$2.6B
World Investment AdvisorsDecreased-13K-$2.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY5,251,883$372.0M0.02%Share
2LPL Financial LLC2,397,528$170.0M0.05%Share
3AMERIPRISE FINANCIAL INC2,330,355$165.0M0.04%Share
4ROYAL BANK OF CANADA2,315,766$164.0M0.03%Share
5ENVESTNET ASSET MANAGEMENT INC587,339$41.0M0.01%Share
6Cetera Investment Advisers552,407$39.0M0.04%Share
7ASSETMARK, INC507,915$36.1M0.07%Share
8TRUIST FINANCIAL CORP473,347$33.6M0.04%Share
9RAYMOND JAMES FINANCIAL INC461,827$32.0M0.01%Share
10CENTRAL TRUST Co417,399$29.6M0.58%Share
11Hobart Private Capital, LLC307,110$21.8M4.25%Share
12VestGen Advisors, LLC293,769$20.0M0.85%Share
13Cambridge Investment Research Advisors, Inc.281,038$19.0M0.05%Share
14STIFEL FINANCIAL CORP273,829$19.0M0.02%Share
15Merit Financial Group, LLC244,294$17.3M0.14%Share
16Cornerstone Planning Group LLC217,577$15.6M2.44%Share
17EdgeRock Capital LLC204,885$14.5M3.87%Share
18WealthPlan Investment Management, LLC185,142$13.1M0.84%Share
19Ethos Financial Group, LLC182,136$12.9M0.96%Share
20CWM, LLC164,902$11.7M0.03%Share
21HighTower Advisors, LLC157,830$11.0M0.01%Share
22Mariner, LLC155,848$11.0M0.01%Share
23ROYAL BANK OF CANADA147,299$10.0M0.00%Share
24Centric Wealth Management135,132$9.7M2.06%Share
25Cardinal Point Capital Management ULC135,565$9.6M0.63%Share
26Philip James Wealth Mangement, LLC132,565$9.4M1.09%Share
27Coppell Advisory Solutions LLC128,742$9.2M0.91%Share
28FIRST TRUST ADVISORS LP129,996$9.0M0.01%Share
29FLAGSHIP HARBOR ADVISORS, LLC117,827$8.4M0.39%Share
30KINGSWOOD WEALTH ADVISORS, LLC116,963$8.3M0.40%Share
31Financial Enhancement Group LLC116,542$8.2M1.07%Share
32COMMONWEALTH EQUITY SERVICES, LLC123,488$8.0M0.01%Share
33IHT Wealth Management, LLC124,129$8.0M0.19%Share
34Advisory Services Network, LLC120,528$8.0M0.11%Share
35OSAIC HOLDINGS, INC.121,890$8.0M0.01%Share
36Private Advisor Group, LLC120,097$8.0M0.04%Share
37RAYMOND JAMES FINANCIAL INC107,427$7.0M0.00%Share
38WealthPLAN Partners, LLC95,773$6.8M1.02%Share
39FOCUS Wealth Advisors, LLC93,560$6.6M3.09%Share
40IMG Wealth Management, Inc.88,307$6.3M3.98%Share
41Proactive Wealth Strategies LLC88,280$6.3M2.48%Share
42Live Oak Investment Partners87,375$6.2M3.81%Share
43MML INVESTORS SERVICES, LLC89,509$6.0M0.01%Share
44Kingsview Wealth Management, LLC88,522$6.0M0.09%Share
45Brio Consultants, LLC82,576$5.9M0.76%Share
46BENJAMIN EDWARDS INC77,737$5.5M0.06%Share
47LCNB CORP74,893$5.3M1.78%Share
48Koshinski Asset Management, Inc.73,257$5.2M0.33%Share
49Orion Porfolio Solutions, LLC84,261$5.0M0.04%Share
50WEDBUSH SECURITIES INC82,714$5.0M0.15%Share

FTLS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025248$1.7B+106
Q3 2025142$1.2T-70
Q2 2025212$1.2T-13
Q1 2025225$1.5T+21
Q4 2024204$103.3T+57
Q3 2024147$784.9T+16
Q2 2024131$681.2T+20
Q1 2024111$500.5T—

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As of Q4 2025, 50 institutional investors hold FTLS (First Trust Long/Short Equity ETF). The largest holder is MORGAN STANLEY with $372.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own FTLS?

As of Q4 2025, 50 institutional investors report holding FTLS (First Trust Long/Short Equity ETF) in their 13F filings.

Who is the largest institutional holder of FTLS?

The largest institutional holder of FTLS is MORGAN STANLEY with $372.0M in shares.

Is institutional ownership of FTLS increasing or decreasing?

This quarter, 15 institutions opened new positions in FTLS and 0 closed their positions.