First Trust Long/Short EqtyFTLSETF
13F holders, Q4 2024 (December 31)235holders +32
34new positions
13sold out
$65.83avg. 13F price*
At the end of Q4 2024, 235 institutions reported holding First Trust Long/Short Eqty (FTLS) in their 13F filings, up 32 from Q3 2024. 34 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($363.9M), LPL Financial LLC ($125.5M) and Royal Bank of Canada ($116.8M).
- Company
- First Trust Long/Short Eqty
- CUSIP
- 33739P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $19.2M |
| Exits | 13 | $9.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,150,697 shares bought and 1,089,805 shares sold, net +2,060,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| Morgan Stanley | 0.03% | Add +17.6% | 5,529,748 | $363.9M |
| LPL Financial LLC | 0.05% | Add +11.4% | 1,907,555 | $125.5M |
| Royal Bank of Canada | 0.03% | Add +2.1% | 1,774,101 | $116.8M |
| Ameriprise Financial Inc. | 0.03% | Add +39.8% | 1,662,691 | $109.4M |
| JPMorgan Chase & Co. | 0.00% | Add +81.2% | 768,382 | $50.6M |
| Cetera Investment Advisers | 0.07% | Add +12.8% | 541,391 | $35.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.9% | 509,536 | $33.5M |
| Truist Financial Corp. | 0.04% | Reduce -11.0% | 426,276 | $28.1M |
| CENTRAL TRUST Co | 0.60% | Reduce -1.3% | 369,449 | $24.3M |
| Private Advisor Group, LLC | 0.11% | Reduce -15.6% | 285,332 | $18.8M |
| Raymond James Financial Inc. | 0.01% | — | 254,805 | $16.8M |
| World Equity Group, Inc. | 3.06% | Add +51.3% | 216,628 | $14.3M |
| HighTower Advisors, LLC | 0.02% | Add +0.8% | 204,004 | $13.4M |
| Cornerstone Planning Group LLC | 3.11% | Add +2.8% | 188,711 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -8.6% | 188,979 | $12.4M |
| Cwm, LLC | 0.05% | Add +827.5% | 181,726 | $12.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -8.8% | 179,266 | $11.8M |
| WealthPLAN Partners, LLC | 1.55% | Reduce -7.0% | 166,263 | $10.9M |
| Ethos Financial Group, LLC | 1.35% | Add +4297.8% | 156,299 | $10.3M |
| Compound Planning, Inc. | 0.51% | Add +44.7% | 153,152 | $10.1M |
| Financial Enhancement Group LLC | 1.51% | Reduce -52.1% | 149,361 | $9.9M |
| WealthPlan Investment Management, LLC | 0.96% | Add +13.5% | 148,114 | $9.7M |
| Modern Wealth Management, LLC | 0.34% | Reduce -2.1% | 139,230 | $9.2M |
| Beacon Harbor Wealth Advisors, Inc. | 2.03% | Add +6.3% | 132,513 | $8.7M |
| Centric Wealth Management | 2.33% | Add +1.0% | 130,937 | $8.6M |
| Cardinal Point Capital Management ULC | 1.31% | Add +4.2% | 125,184 | $8.2M |
| Philip James Wealth Mangement, LLC | 1.07% | Add +0.7% | 120,944 | $8.0M |
| Richard P Slaughter Associates Inc | 1.64% | Add +4.3% | 111,236 | $7.3M |
| EdgeRock Capital LLC | 4.56% | Add +10.7% | 105,735 | $7.0M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -4.6% | 102,884 | $6.8M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -4.6% | 102,884 | $6.8M |
| Flagship Harbor Advisors, LLC | 0.32% | Add +16.4% | 93,753 | $6.2M |
| FOCUS Wealth Advisors, LLC | 3.25% | Reduce -0.5% | 93,160 | $6.1M |
| Brio Consultants, LLC | 0.92% | Reduce -2.9% | 89,666 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +85.7% | 88,371 | $5.8M |
| Captrust Financial Advisors | 0.02% | Reduce -1.4% | 86,840 | $5.7M |
| Belpointe Asset Management LLC | 0.32% | Reduce -2.3% | 82,174 | $5.3M |
| Proactive Wealth Strategies LLC | 2.66% | Add +10.9% | 77,474 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.2% | 75,448 | $5.0M |
| Bison Wealth, LLC | 0.60% | — | 75,047 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +7.7% | 71,551 | $4.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +146.9% | 70,634 | $4.6M |
| Viawealth, LLC | 2.77% | Add +13.6% | 69,709 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -14.5% | 69,624 | $4.6M |
| Prostatis Group LLC | 1.32% | Add +6.5% | 68,797 | $4.5M |
| Golden State Wealth Management, LLC | 0.68% | — | 68,659 | $4.5M |
| MML Investors Services, LLC | 0.02% | Add +25.4% | 67,560 | $4.4M |
| Stegent Equity Advisors, Inc. | 4.47% | Add +31.7% | 66,953 | $4.4M |
| Sigma Planning Corp | 0.13% | Add +38.4% | 64,700 | $4.3M |
| Sowell Financial Services LLC | 0.22% | Add +21.0% | 64,699 | $4.3M |
| American Alpha Advisors, LLC | 3.87% | No change | 64,677 | $4.3M |
| LFA - Lugano Financial Advisors SA | 2.68% | Reduce -1.4% | 62,329 | $4.1M |
| Avantax Advisory Services, Inc. | 0.03% | Add +3.6% | 62,097 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.8% | 61,775 | $4.1M |
| IMG Wealth Management, Inc. | 3.60% | — | 59,068 | $3.9M |
| Assetmark, Inc. | 0.01% | Add +8.5% | 54,333 | $3.6M |
| Acas, LLC | 2.63% | Reduce -2.5% | 52,550 | $3.6M |
| UBS Group AG | 0.00% | Add +43.0% | 50,730 | $3.3M |
| Comerica Bank | 0.01% | Add +195.0% | 50,274 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Add +10.4% | 49,037 | $3.2M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -17.6% | 48,244 | $3.2M |
| Harbour Investments, Inc. | 0.09% | Add +10.7% | 46,684 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.23% | Add +13.8% | 46,548 | $3.1M |
| Kingsview Wealth Management, LLC | 0.06% | New | 46,160 | $3.0M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -2.1% | 45,493 | $3.0M |
| First Trust Advisors LP | 0.00% | Add +24.7% | 45,114 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.8% | 43,606 | $2.9M |
| LCNB Corp. | 1.04% | Reduce -48.6% | 43,499 | $2.9M |
| Citizens Financial Group Inc. | 0.05% | Add +8.1% | 39,502 | $2.6M |
| Authentikos Wealth Advisory, LLC | 2.52% | Reduce -4.9% | 38,779 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.8% | 38,689 | $2.5M |
| Old National Bancorp | 0.06% | Add +6.2% | 35,896 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -3.2% | 35,513 | $2.3M |
| TAP Consulting, LLC | 0.48% | Add +5.2% | 35,389 | $2.3M |
| Independent Advisor Alliance | 0.03% | New | 34,467 | $2.3M |
| Patten Group, Inc. | 0.48% | Add +2.2% | 32,854 | $2.2M |
| IHT Wealth Management, LLC | 0.07% | Reduce -11.5% | 32,220 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.5% | 31,368 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +7.5% | 31,099 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +1.5% | 30,421 | $2.0M |
| AE Wealth Management LLC | 0.02% | Add +1.3% | 29,174 | $1.9M |
| Darwin Wealth Management, LLC | 0.64% | Reduce -16.6% | 29,126 | $1.9M |
| Benjamin Edwards Inc. | 0.03% | Add +25.2% | 28,872 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +532.6% | 28,778 | $1.9M |
| Apollon Wealth Management, LLC | 0.04% | Add +4.0% | 28,694 | $1.9M |
| Oregon Pacific Wealth Management, LLC | 1.79% | — | 27,786 | $1.8M |
| Owen LaRue, LLC | 0.94% | Reduce -17.4% | 27,216 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Add +12.7% | 26,315 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +9.5% | 25,842 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +2.0% | 25,752 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -15.4% | 24,793 | $1.7M |
| World Investment Advisors | 0.05% | Add +26.4% | 25,078 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Reduce -0.7% | 24,355 | $1.6M |
| IFP Advisors, Inc | 0.05% | Add +15.3% | 24,217 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -2.8% | 24,154 | $1.6M |
| LaSalle St. Investment Advisors, LLC | 0.48% | New | 23,430 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -22.9% | 23,161 | $1.5M |
| Fairway Wealth LLC | 0.68% | Add +109.4% | 23,094 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -20.0% | 22,855 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +3.5% | 21,347 | $1.4M |
| Montis Financial, LLC | 0.43% | Add +26.2% | 21,065 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | New | 20,721 | $1.4M |
| Laidlaw Wealth Management LLC | 0.59% | Reduce -4.5% | 20,454 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.11% | Reduce -5.9% | 20,389 | $1.3M |
| RiverTree Advisors, LLC | 0.88% | Reduce -60.2% | 20,278 | $1.3M |
| Ascentis Independent Advisors | 0.25% | Reduce -56.2% | 19,820 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +140.6% | 18,511 | $1.3M |
| SMART Wealth LLC | 0.44% | Reduce -4.3% | 18,624 | $1.2M |
| Arax Advisory Partners | 0.08% | Add +245.2% | 18,413 | $1.2M |
| Optivise Advisory Services LLC | 0.64% | Reduce -1.4% | 17,985 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Add +125.9% | 17,682 | $1.2M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -7.9% | 17,428 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -62.5% | 17,333 | $1.1M |
| Silver Oak Securities, Incorporated | 0.11% | Add +30.0% | 17,125 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | New | 17,094 | $1.1M |
| Coppell Advisory Solutions LLC | 0.16% | Add +48.5% | 16,783 | $1.1M |
| Global Wealth Strategies & Associates | 0.34% | New | 16,420 | $1.1M |
| Cooper Financial Group | 0.13% | Reduce -1.0% | 16,034 | $1.1M |
| PFG Advisors | 0.06% | Add +135.0% | 15,412 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -11.1% | 14,657 | $965K |
| Dynamic Advisor Solutions LLC | 0.04% | Add +11.7% | 14,407 | $948K |
| Legacy Capital Wealth Partners, LLC | 0.23% | Reduce -0.5% | 14,213 | $935K |
| Prospera Financial Services Inc | 0.02% | Add +19.7% | 13,952 | $919K |
| Onyx Bridge Wealth Group LLC | 0.13% | Reduce -56.3% | 13,601 | $895K |
| Atria Investments, Inc | 0.01% | Reduce -47.8% | 13,369 | $880K |
| Stephens Inc. | 0.01% | New | 13,295 | $875K |
| WCG Wealth Advisors LLC | 0.06% | Reduce -6.9% | 13,059 | $859K |
| Parcion Private Wealth LLC | 0.06% | Add +127.4% | 12,791 | $842K |
| Rothschild Investment LLC | 0.05% | No change | 12,728 | $838K |
| Iams Wealth Management, LLC | 0.38% | Reduce -4.5% | 12,509 | $823K |
| Provident Wealth Management, LLC | 0.27% | Reduce -25.4% | 12,480 | $821K |
| OneDigital Investment Advisors LLC | 0.01% | New | 12,345 | $812K |
| Financial Advocates Investment Management | 0.05% | Reduce -10.7% | 12,277 | $808K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -5.4% | 11,946 | $786K |
| Insight Advisors, LLC/ PA | 0.13% | Reduce -29.0% | 11,843 | $782K |
| Cerity Partners LLC | 0.00% | Reduce -85.4% | 11,748 | $773K |
| Meadow Creek Wealth Advisors LLC | 0.55% | Add +20.2% | 11,662 | $767K |
| GeoWealth Management, LLC | 0.02% | Reduce -32.4% | 11,304 | $744K |
| Harvest Investment Services, LLC | 0.18% | Add +2.4% | 11,022 | $725K |
| StoneX Group Inc. | 0.04% | Add +7.6% | 10,900 | $717K |
| Carolinas Wealth Consulting LLC | 0.14% | Add +0.4% | 10,447 | $687K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +23.8% | 10,378 | $683K |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -2.1% | 10,137 | $667K |
| City Center Advisors, LLC | 0.72% | New | 9,688 | $638K |
| Twelve Points Wealth Management LLC | 0.17% | New | 9,200 | $605K |
| Geneos Wealth Management Inc. | 0.02% | Add +4.9% | 9,076 | $597K |
| NewEdge Wealth, LLC | 0.01% | Add +4.8% | 8,979 | $591K |
| Park Avenue Securities LLC | 0.01% | Add +11.2% | 8,917 | $587K |
| Savant Capital, LLC | 0.00% | Add +0.2% | 8,807 | $580K |
| Mariner, LLC | 0.00% | Reduce -96.4% | 8,523 | $561K |
| Centaurus Financial, Inc. | 0.03% | New | 8,430 | $555K |
| TD Waterhouse Canada Inc. | 0.00% | New | 7,948 | $524K |
| Asset Allocation Strategies LLC | 0.13% | New | 7,751 | $523K |
| Hilltop Holdings Inc. | 0.03% | Add +2.2% | 7,794 | $513K |
| Balboa Wealth Partners | 0.11% | New | 7,620 | $501K |
| Runnymede Capital Advisors, Inc. | 0.43% | — | 7,395 | $487K |
| Rathbones Group PLC | 0.00% | Add +4.2% | 7,149 | $470K |
| Maia Wealth LLC | 0.10% | Add +118.2% | 6,914 | $463K |
| Grant/GrossMendelsohn, LLC | 0.24% | Reduce -59.5% | 6,962 | $458K |
| Concorde Asset Management, LLC | 0.23% | New | 6,787 | $447K |
| Vise Technologies, Inc. | 0.04% | New | 6,782 | $446K |
| Brookstone Capital Management | 0.01% | Reduce -10.7% | 6,576 | $433K |
| Crux Wealth Advisors | 0.23% | — | 6,249 | $411K |
| Moors & Cabot, Inc. | 0.02% | Add +16.1% | 6,053 | $398K |
| Western Wealth Management, LLC | 0.02% | Add +46.3% | 6,048 | $398K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.3% | 5,926 | $390K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 5,892 | $388K |
| International Assets Investment Management, LLC | 0.03% | Add +15.3% | 5,643 | $371K |
| IFG Advisory, LLC | 0.02% | New | 5,637 | $371K |
| NewEdge Advisors, LLC | 0.00% | Add +61.0% | 5,534 | $364K |
| Amara Financial, Llc. | 0.33% | Add +0.0% | 5,399 | $355K |
| FSB Premier Wealth Management, Inc. | 0.14% | Reduce -0.7% | 5,339 | $351K |
| Bank of Montreal | 0.00% | Reduce -39.7% | 5,330 | $351K |
| Reyes Financial Architecture, Inc. | 0.27% | — | 5,297 | $349K |
| O'Dell Group, LLC | 0.07% | Reduce -13.9% | 4,963 | $327K |
| Wedbush Securities Inc. | 0.01% | Add +3.5% | 4,779 | $315K |
| DAVENPORT & Co LLC | 0.00% | Add +4.2% | 4,778 | $314K |
| Quadrant Private Wealth Management, LLC | 0.08% | Add +2.0% | 4,733 | $311K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -11.2% | 4,647 | $306K |
| Householder Group Estate & Retirement Specialist, LLC | 0.22% | Add +2.3% | 4,587 | $301K |
| Morey & Quinn Wealth Partners, LLC | 0.25% | — | 4,500 | $296K |
| Maripau Wealth Management LLC | 0.18% | New | 4,491 | $296K |
| Capital Analysts, LLC | 0.01% | Add +11.8% | 4,437 | $292K |
| Matauro, LLC | 0.06% | — | 4,373 | $288K |
| United Advisor Group, LLC | 0.05% | New | 4,175 | $275K |
| Breakthru Advisory Services, LLC | 0.24% | — | 4,075 | $268K |
| Richmond Investment Services, LLC | 0.15% | — | 4,023 | $265K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 3,910 | $257K |
| Pure Portfolios Holdings LLC | 0.10% | New | 3,887 | $256K |
| L.K. Benson & Company, P.C. | 0.18% | — | 3,791 | $249K |
| Strategic Financial Concepts, LLC | 0.05% | New | 3,773 | $248K |
| TFB Advisors LLC | 0.07% | New | 3,671 | $242K |
| Pinnacle Family Advisors, LLC | 0.12% | Add +5.6% | 3,638 | $239K |
| RFG Advisory, LLC | 0.01% | Reduce -16.8% | 3,535 | $233K |
| Insigneo Advisory Services, LLC | 0.02% | Add +2.9% | 3,445 | $227K |
| Choreo, LLC | 0.00% | Reduce -13.2% | 3,366 | $222K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,216 | $212K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -1.1% | 3,205 | $211K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.3% | 3,172 | $209K |
| Sage Mountain Advisors LLC | 0.01% | New | 3,040 | $200K |
| Graney & King, LLC | 0.15% | — | 2,953 | $194K |
| Allworth Financial LP | 0.00% | Add +38.2% | 2,789 | $190K |
| Private Trust Co. NA | 0.02% | Add +35.4% | 2,854 | $188K |
| Wintrust Investments LLC | 0.10% | Add +35.6% | 1,725 | $113K |
| GAMMA Investing LLC | 0.01% | Add +26.2% | 1,700 | $112K |
| BlackRock, Inc. | 0.00% | New | 1,689 | $111K |
| Synergy Investment Management, LLC | 0.04% | — | 1,463 | $96K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,400 | $92K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,184 | $78K |
| Principal Securities, Inc. | 0.00% | Add +31.9% | 955 | $63K |
| US Bancorp \de | 0.00% | New | 946 | $62K |
| Tucker Asset Management LLC | 0.01% | Add +45.7% | 861 | $57K |
| Blue Trust, Inc. | 0.00% | New | 789 | $52K |
| Wells Fargo & Company | 0.00% | Add +775.0% | 735 | $48K |
| Larson Financial Group LLC | 0.00% | Reduce -71.0% | 723 | $48K |
| National Bank of Canada | 0.00% | No change | 650 | $43K |
| Comprehensive Financial Planning, Inc. | 0.03% | — | 547 | $36K |
| Castleview Partners, LLC | 0.02% | New | 535 | $35K |
| SBI Securities Co., Ltd. | 0.00% | — | 517 | $34K |
| Kestra Investment Management, LLC | 0.00% | New | 362 | $24K |
| Park Place Capital Corp | 0.01% | No change | 357 | $23K |
| Heritage Wealth Advisors | 0.00% | New | 289 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -80.0% | 269 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 237 | $16K |
| Sunbelt Securities, Inc. | 0.00% | No change | 186 | $12K |
| Creative Planning | 0.00% | New | 147 | $10K |
| Bank of America Corp. | 0.00% | New | 134 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 117 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 82 | $5K |
| SouthState Bank Corp | 0.00% | No change | 60 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 42 | $3K |
| NFSG Corp | 0.00% | No change | 40 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 32 | $2K |
| Wagner Wealth Management, LLC | 0.00% | Add +3.9% | 27 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 16 | $1K |
"% 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.