First Trust Long/Short EqtyFTLSETF
13F holders, Q1 2024 (March 31)167holders
1famous investor
$61.58avg. 13F price*
At the end of Q1 2024, 167 institutions reported holding First Trust Long/Short Eqty (FTLS) in their 13F filings. The largest holders were Morgan Stanley ($202.7M), Royal Bank of Canada ($101.3M) and LPL Financial LLC ($75.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Long/Short Eqty
- CUSIP
- 33739P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $28.2M |
| Exits | 14 | $20.5M |
Ownership 167 holders
| Morgan Stanley | 0.02% | Add +34.1% | 3,287,789 | $202.7M |
| Royal Bank of Canada | 0.02% | Reduce -2.6% | 1,643,539 | $101.3M |
| LPL Financial LLC | 0.04% | Add +37.6% | 1,226,937 | $75.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +131.2% | 502,737 | $31.0M |
| Truist Financial Corp. | 0.04% | Reduce -18.8% | 380,270 | $23.4M |
| CENTRAL TRUST Co | 0.57% | Add +0.7% | 368,659 | $22.7M |
| Private Advisor Group, LLC | 0.13% | Add +69.2% | 302,862 | $18.7M |
| Cetera Investment Advisers | 0.04% | Add +557.1% | 283,043 | $17.5M |
| HighTower Advisors, LLC | 0.03% | Add +46.6% | 269,248 | $16.6M |
| Financial Enhancement Group LLC | 2.60% | Add +2.8% | 261,356 | $15.8M |
| WealthPLAN Partners, LLC | 1.15% | Reduce -5.7% | 179,547 | $11.1M |
| Sweet Financial Partners, LLC | 2.53% | Add +0.2% | 177,923 | $11.0M |
| Osaic Holdings, Inc. | 0.02% | Add +20.8% | 174,110 | $10.7M |
| Cornerstone Planning Group LLC | 3.02% | Add +7.8% | 161,564 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +129.3% | 151,756 | $9.4M |
| World Equity Group, Inc. | 1.85% | New | 146,332 | $9.0M |
| Modern Wealth Management, LLC | 0.75% | Add +8.1% | 131,566 | $8.1M |
| WealthPlan Investment Management, LLC | 1.21% | Reduce -28.4% | 128,639 | $7.9M |
| Centric Wealth Management | 2.39% | Reduce -1.8% | 126,798 | $7.5M |
| Philip James Wealth Mangement, LLC | 4.49% | Add +6.8% | 102,707 | $6.3M |
| Captrust Financial Advisors | 0.02% | Reduce -3.9% | 99,691 | $6.1M |
| Cardinal Point Capital Management ULC | 1.13% | Add +4.6% | 95,984 | $5.9M |
| LCNB Corp. | 2.14% | Add +8.1% | 95,736 | $5.9M |
| Brio Consultants, LLC | 0.94% | Reduce -0.1% | 90,360 | $5.6M |
| FOCUS Wealth Advisors, LLC | 2.94% | Add +14.1% | 89,122 | $5.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +56.9% | 88,830 | $5.5M |
| Orion Portfolio Solutions, LLC | 0.06% | Add +56.9% | 88,830 | $5.5M |
| RiverTree Advisors, LLC | 3.66% | Add +29.6% | 88,420 | $5.5M |
| Stifel Financial Corp. | 0.01% | Reduce -1.2% | 79,396 | $4.9M |
| MML Investors Services, LLC | 0.02% | Reduce -8.5% | 78,642 | $4.8M |
| Richard P Slaughter Associates Inc | 1.09% | Add +63.5% | 72,771 | $4.5M |
| Sowell Financial Services LLC | 0.19% | Reduce -22.0% | 65,640 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -0.6% | 65,560 | $4.0M |
| Compound Planning, Inc. | 0.37% | Add +177.2% | 64,271 | $4.0M |
| Jane Street Group, LLC | 0.00% | Reduce -51.0% | 59,492 | $3.7M |
| Belpointe Asset Management LLC | 0.27% | Add +94.4% | 59,263 | $3.7M |
| Acas, LLC | 3.44% | Reduce -0.9% | 57,585 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -28.8% | 55,413 | $3.4M |
| IHT Wealth Management, LLC | 0.14% | Add +2.7% | 55,370 | $3.4M |
| Viawealth, LLC | 1.95% | Add +229.7% | 50,645 | $3.1M |
| LFA - Lugano Financial Advisors SA | 2.23% | Add +4.3% | 49,622 | $3.1M |
| Grant/GrossMendelsohn, LLC | 1.42% | New | 49,698 | $3.0M |
| Sigma Planning Corp | 0.09% | New | 48,572 | $3.0M |
| Koshinski Asset Management, Inc. | 0.30% | New | 46,946 | $2.9M |
| Eudaimonia Partners, LLC | 0.68% | Add +5.0% | 46,074 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -2.9% | 45,974 | $2.8M |
| Stegent Equity Advisors, Inc. | 2.77% | Reduce -2.6% | 44,238 | $2.7M |
| Eudaimonia Advisors LLC | 1.40% | Add +11.0% | 42,796 | $2.6M |
| Darwin Wealth Management, LLC | 0.72% | Reduce -10.7% | 41,664 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +1.0% | 37,232 | $2.3M |
| Citizens Financial Group Inc. | 0.08% | Reduce -4.8% | 36,517 | $2.3M |
| Authentikos Wealth Advisory, LLC | 2.15% | Add +3.5% | 34,754 | $2.1M |
| Provident Wealth Management, LLC | 0.77% | Reduce -2.4% | 33,149 | $2.0M |
| Insight Advisors, LLC/ PA | 0.40% | Reduce -32.1% | 33,128 | $2.0M |
| UBS Group AG | 0.00% | Add +77.0% | 32,950 | $2.0M |
| CreativeOne Wealth, LLC | 0.08% | Add +89.3% | 32,801 | $2.0M |
| Onyx Bridge Wealth Group LLC | 0.36% | New | 33,115 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | New | 32,090 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +55.7% | 32,042 | $2.0M |
| TAP Consulting, LLC | 0.43% | Add +4.8% | 31,979 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -70.5% | 31,440 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.3% | 31,086 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -43.9% | 31,065 | $1.9M |
| Anfield Capital Management, LLC | 0.82% | Add +7.4% | 27,664 | $1.7M |
| Old National Bancorp | 0.04% | Reduce -5.9% | 27,151 | $1.7M |
| Virtue Capital Management, LLC | 0.30% | New | 27,457 | $1.7M |
| Focus Partners Wealth | 0.01% | Reduce -9.6% | 26,852 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +10.3% | 26,393 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -80.7% | 25,788 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Add +8.9% | 25,572 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.5% | 24,935 | $1.5M |
| Patten Group, Inc. | 0.37% | Add +12.1% | 24,107 | $1.5M |
| Owen LaRue, LLC | 0.91% | Add +20.3% | 23,694 | $1.5M |
| Cedar Brook Financial Partners, LLC | 0.28% | Add +1.8% | 22,884 | $1.4M |
| Raymond James & Associates | 0.00% | Add +7.0% | 22,774 | $1.4M |
| Cwm, LLC | 0.01% | Add +422.9% | 21,999 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +119.4% | 21,241 | $1.3M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +37.1% | 20,861 | $1.3M |
| Lincoln National Corp. | 0.02% | Add +4.1% | 20,790 | $1.3M |
| Global Retirement Partners, LLC | 0.05% | Add +9.3% | 20,648 | $1.3M |
| Laidlaw Wealth Management LLC | 0.68% | Add +11.1% | 19,817 | $1.2M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -67.1% | 19,124 | $1.2M |
| First Trust Advisors LP | 0.00% | Add +222.5% | 18,288 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -12.3% | 21,181 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +7.7% | 18,026 | $1.1M |
| Citadel Advisors | 0.00% | Add +4.7% | 17,984 | $1.1M |
| Atria Investments, Inc | 0.01% | New | 17,654 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +0.3% | 17,635 | $1.1M |
| SMART Wealth LLC | 0.48% | Reduce -34.6% | 17,250 | $1.1M |
| Independent Financial Group, LLC | 0.05% | Add +24.6% | 17,194 | $1.1M |
| Silver Oak Securities, Incorporated | 0.16% | Reduce -28.2% | 17,147 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +22.5% | 17,015 | $1.0M |
| Cooper Financial Group | 0.17% | Reduce -2.2% | 16,413 | $1.0M |
| Raymond James Trust N.A. | 0.02% | No change | 15,705 | $968K |
| Meadow Creek Wealth Advisors LLC | 0.63% | Reduce -5.0% | 14,702 | $907K |
| Assetmark, Inc. | 0.00% | Add +54.7% | 14,483 | $893K |
| Cedrus LLC | 0.46% | Reduce -16.6% | 13,574 | $837K |
| Simplicity Wealth,LLC | 0.02% | New | 13,141 | $810K |
| GeoWealth Management, LLC | 0.03% | Add +57.0% | 13,137 | $810K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -62.1% | 12,360 | $762K |
"% 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.