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 250 institutions that hold shares in the stock, with a total of 22.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
68,659
shares
|
$4.39 Million
0.68% of portfolio
|
Q4 2024
Added 1387.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
67,560
shares
|
$4.32 Million
0.02% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
66,953
shares
|
$4.28 Million
5.21% of portfolio
|
Q4 2024
Added 31.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
64,700
shares
|
$4.13 Million
0.14% of portfolio
|
Q4 2024
Added 38.43%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
64,699
shares
|
$4.13 Million
0.23% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
64,677
shares
|
$4.13 Million
3.74% of portfolio
|
Q3 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
62,329
shares
|
$3.98 Million
2.7% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
62,097
shares
|
$3.97 Million
0.03% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
61,775
shares
|
$3.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
59,068
shares
|
$3.78 Million
3.6% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
54,333
shares
|
$3.47 Million
0.01% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
52,550
shares
|
$3.36 Million
2.81% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
50,730
shares
|
$3.24 Million
0.0% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
50,274
shares
|
$3.21 Million
0.01% of portfolio
|
Q4 2024
Added 195.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
49,037
shares
|
$3.13 Million
0.03% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
48,244
shares
|
$3.08 Million
0.11% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
46,684
shares
|
$2.98 Million
0.09% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
46,548
shares
|
$2.97 Million
0.23% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
46,160
shares
|
$2.95 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
46,074
shares
|
$2.94 Million
0.68% of portfolio
|
Q1 2024
Added 5.04%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
45,493
shares
|
$2.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
45,114
shares
|
$2.88 Million
0.0% of portfolio
|
Q4 2024
Added 24.72%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
43,884
shares
|
$2.8 Million
0.04% of portfolio
|
Q4 2022
Reduced 5.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
43,606
shares
|
$2.79 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
43,499
shares
|
$2.78 Million
1.06% of portfolio
|
Q4 2024
Reduced 48.65%
|