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 259 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
127,324
shares
|
$9.03 Million
0.61% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
122,391
shares
|
$8.68 Million
0.9% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
119,823
shares
|
$8.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
117,093
shares
|
$8.31 Million
1.26% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
114,913
shares
|
$8.15 Million
0.38% of portfolio
|
Q2 2024
Reduced 37.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
114,314
shares
|
$8.11 Million
0.01% of portfolio
|
Q3 2025
Added 22.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
113,163
shares
|
$8.03 Million
0.48% of portfolio
|
Q3 2025
Added 66.59%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
108,905
shares
|
$7.73 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
103,923
shares
|
$7.37 Million
0.77% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
103,286
shares
|
$7.33 Million
0.03% of portfolio
|
Q3 2025
Reduced 56.27%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
102,899
shares
|
$7.3 Million
1.22% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
98,311
shares
|
$6.97 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
96,905
shares
|
$6.87 Million
0.01% of portfolio
|
Q3 2025
Added 44.63%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
94,453
shares
|
$6.7 Million
0.07% of portfolio
|
Q3 2025
Added 207.59%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
93,560
shares
|
$6.64 Million
3.36% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
88,812
shares
|
$6.3 Million
2.89% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
86,735
shares
|
$6.15 Million
0.02% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
86,281
shares
|
$6.12 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
85,169
shares
|
$6.04 Million
4.07% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
85,076
shares
|
$6.04 Million
0.01% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
83,440
shares
|
$5.92 Million
1.29% of portfolio
|
Q1 2023
Added 3.71%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
83,355
shares
|
$5.91 Million
0.39% of portfolio
|
Q3 2025
Added 48.37%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
82,405
shares
|
$5.85 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
79,573
shares
|
$5.64 Million
3.77% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
77,133
shares
|
$5.47 Million
0.04% of portfolio
|
Q3 2025
Added 12.88%
|
|