First Trust Long/Short EqtyFTLSETF
13F holders, Q2 2026 (June 30)268holders +6
27new positions
20sold out
$73.39avg. 13F price*
At the end of Q2 2026, 268 institutions reported holding First Trust Long/Short Eqty (FTLS) in their 13F filings, up 6 from Q1 2026. 27 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($436.9M), Royal Bank of Canada ($197.4M) and Ameriprise Financial Inc. ($179.0M).
- Company
- First Trust Long/Short Eqty
- CUSIP
- 33739P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $13.1M |
| Exits | 20 | $13.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,664,150 shares bought and 1,001,641 shares sold, net +1,662,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Morgan Stanley | 0.02% | Add +11.5% | 5,920,396 | $436.9M |
| Royal Bank of Canada | 0.03% | Add +2.6% | 2,674,842 | $197.4M |
| Ameriprise Financial Inc. | 0.04% | Add +7.9% | 2,425,673 | $179.0M |
| LPL Financial LLC | 0.04% | Reduce -2.5% | 2,369,228 | $174.8M |
| First Trust Advisors LP | 0.04% | Add +272.7% | 831,838 | $61.4M |
| Raymond James Financial Inc. | 0.01% | Add +4.2% | 622,277 | $45.9M |
| Assetmark, Inc. | 0.07% | Add +5.5% | 585,764 | $43.2M |
| Cetera Investment Advisers | 0.04% | Reduce -3.3% | 564,536 | $41.7M |
| Merit Financial Group, LLC | 0.24% | Add +26.0% | 528,335 | $39.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -22.8% | 472,698 | $34.9M |
| CENTRAL TRUST Co | 0.62% | Reduce -0.7% | 464,614 | $34.3M |
| Truist Financial Corp. | 0.04% | Add +2.0% | 439,134 | $32.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +6.2% | 375,039 | $27.7M |
| VestGen Advisors, LLC | 0.74% | Add +7.0% | 340,744 | $25.1M |
| Stifel Financial Corp. | 0.02% | Add +2.3% | 307,522 | $22.7M |
| Cornerstone Planning Group LLC | 2.32% | Add +3.6% | 244,171 | $18.4M |
| Hobart Private Capital, LLC | 2.76% | Add +6.9% | 217,929 | $16.1M |
| EdgeRock Capital LLC | 3.53% | Add +4.7% | 210,937 | $15.6M |
| Private Advisor Group, LLC | 0.06% | Add +56.4% | 189,221 | $14.0M |
| Proactive Wealth Strategies LLC | 2.15% | Reduce -0.3% | 181,593 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +23.9% | 179,303 | $13.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.9% | 174,029 | $12.8M |
| Equitable Holdings, Inc. | 0.07% | Add +1.9% | 169,136 | $12.5M |
| Ethos Financial Group, LLC | 0.83% | Reduce -12.2% | 166,114 | $12.3M |
| Osaic Holdings, Inc. | 0.01% | Add +14.9% | 156,037 | $11.5M |
| Cardinal Point Capital Management ULC | 0.64% | Add +4.3% | 153,708 | $11.3M |
| Centric Wealth Management | 1.51% | No change | 132,533 | $9.7M |
| Advisory Services Network, LLC | 0.11% | Reduce -2.4% | 131,504 | $9.7M |
| IHT Wealth Management, LLC | 0.20% | Reduce -0.6% | 126,048 | $9.3M |
| Financial Enhancement Group LLC | 0.99% | Reduce -1.5% | 112,472 | $8.3M |
| WealthPlan Investment Management, LLC | 0.40% | Reduce -18.7% | 108,101 | $8.0M |
| Kingswood Wealth Advisors, LLC | 0.31% | Add +4.2% | 105,271 | $7.8M |
| Fifth Third Bancorp | 0.01% | Reduce -2.2% | 101,404 | $7.5M |
| RFG Advisory, LLC | 0.12% | Add +32.5% | 101,273 | $7.5M |
| IMG Wealth Management, Inc. | 4.15% | Add +4.3% | 101,025 | $7.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +38.3% | 94,664 | $7.0M |
| Live Oak Investment Partners | 3.75% | Add +3.2% | 94,513 | $7.0M |
| FOCUS Wealth Advisors, LLC | 3.12% | Add +2.7% | 91,195 | $6.7M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +277.3% | 90,698 | $6.7M |
| Philip James Wealth Mangement, LLC | 0.76% | Reduce -3.7% | 88,991 | $6.6M |
| MML Investors Services, LLC | 0.01% | Add +9.7% | 84,645 | $6.2M |
| LCNB Corp. | 1.90% | Reduce -7.2% | 83,934 | $6.2M |
| Brio Consultants, LLC | 0.71% | Add +1.7% | 82,219 | $6.1M |
| Wedbush Securities Inc. | 0.15% | Reduce -0.4% | 79,497 | $5.9M |
| Brookwood Investment Group LLC | 0.67% | Add +457.8% | 78,135 | $5.8M |
| Seeds Investor LLC | 0.54% | Add +24.8% | 70,890 | $5.2M |
| Kovack Advisors, Inc. | 0.24% | Reduce -13.4% | 66,635 | $4.9M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -1.8% | 66,458 | $4.9M |
| Prostatis Group LLC | 1.11% | Add +5.4% | 64,353 | $4.7M |
| Golden State Wealth Management, LLC | 0.43% | Reduce -1.0% | 63,314 | $4.7M |
| Captrust Financial Advisors | 0.01% | Reduce -0.5% | 62,500 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -22.3% | 61,895 | $4.6M |
| Harbour Investments, Inc. | 0.06% | Add +22.0% | 60,812 | $4.5M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -2.4% | 59,969 | $4.4M |
| Cerity Partners LLC | 0.01% | Reduce -45.2% | 57,066 | $4.2M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -37.2% | 56,432 | $4.2M |
| Guilbault Capital LLC | 4.15% | Reduce -7.9% | 56,000 | $4.1M |
| Simplicity Wealth,LLC | 0.14% | Add +29.6% | 55,347 | $4.1M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -4.0% | 55,236 | $4.1M |
| Independent Financial Group, LLC | 0.07% | Add +147.8% | 53,019 | $3.9M |
| Stegent Equity Advisors, Inc. | 2.71% | Add +0.2% | 51,297 | $3.8M |
| Center For Asset Management LLC | 1.65% | Add +2.3% | 50,335 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.4% | 49,253 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -28.5% | 49,729 | $3.7M |
| LFA - Lugano Financial Advisors SA | 2.20% | Reduce -0.5% | 51,811 | $3.7M |
| Arax Advisory Partners | 0.02% | Add +156.8% | 46,830 | $3.5M |
| MSH Capital Advisors LLC | 0.60% | Add +17.3% | 46,376 | $3.4M |
| Global Retirement Partners, LLC | 0.05% | — | 46,289 | $3.4M |
| WealthPLAN Partners, LLC | 0.65% | Reduce -34.5% | 45,999 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +17.2% | 45,758 | $3.4M |
| Advisor OS, LLC | 0.22% | Add +15.2% | 45,397 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +50.7% | 45,132 | $3.3M |
| Bank of Montreal | 0.00% | Add +4.6% | 44,072 | $3.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.3% | 43,603 | $3.2M |
| Asset Allocation Strategies LLC | 0.49% | Reduce -10.6% | 42,774 | $3.2M |
| Benjamin Edwards Inc. | 0.03% | Reduce -48.7% | 42,222 | $3.1M |
| Diversify Advisory Services, LLC | 0.05% | New | 40,933 | $3.1M |
| Diversify Wealth Management, LLC | 0.05% | New | 40,933 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.5% | 40,750 | $3.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +5.5% | 39,871 | $2.9M |
| Frederick Financial Consultants, LLC | 1.21% | Add +8.8% | 38,723 | $2.9M |
| Keating Financial Advisory Services, Inc. | 0.37% | Add +2.1% | 37,591 | $2.8M |
| Sigma Planning Corp | 0.07% | Reduce -3.1% | 37,212 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.5% | 37,132 | $2.7M |
| Forum Finance Group S.A. | 0.93% | Add +319.9% | 43,539 | $2.6M |
| Fairway Wealth LLC | 0.57% | Add +1.3% | 33,745 | $2.5M |
| Old National Bancorp | 0.05% | Add +4.0% | 32,681 | $2.4M |
| Mutual Advisors, LLC | 0.05% | Reduce -7.3% | 32,672 | $2.4M |
| Summit Financial, LLC | 0.03% | Add +5.3% | 32,436 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +67.6% | 32,048 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -31.9% | 31,139 | $2.3M |
| Sowell Financial Services LLC | 0.07% | Reduce -7.8% | 30,569 | $2.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -30.8% | 30,281 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -1.1% | 29,341 | $2.2M |
| SMART Wealth LLC | 0.46% | Reduce -16.2% | 29,117 | $2.1M |
| Viawealth, LLC | 1.07% | Reduce -45.9% | 28,742 | $2.1M |
| Montis Financial, LLC | 0.43% | Add +0.4% | 28,504 | $2.1M |
| Signal Advisors Wealth, LLC | 0.10% | Add +23.3% | 26,944 | $2.0M |
| Laurel Oak Wealth Management, LLC | 0.29% | Add +96.1% | 26,678 | $2.0M |
| AE Wealth Management LLC | 0.01% | Reduce -8.0% | 26,089 | $1.9M |
"% of holder's portfolio" is FTLS's weight in each manager's 13F, not the share of First Trust Long/Short Eqty the manager owns.