First Trust Long/Short EqtyFTLSETF
13F holders, Q1 2025 (March 31)235holders
28new positions
24sold out
$64.06avg. 13F price*
At the end of Q1 2025, 235 institutions reported holding First Trust Long/Short Eqty (FTLS) in their 13F filings, unchanged from Q4 2024. 28 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($392.5M), LPL Financial LLC ($144.8M) and Ameriprise Financial Inc. ($140.1M).
- Company
- First Trust Long/Short Eqty
- CUSIP
- 33739P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $41.2M |
| Exits | 24 | $17.1M |
All 13F filers, Q4 2024 → Q1 2025: 3,952,025 shares bought and 559,483 shares sold, net +3,392,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| Morgan Stanley | 0.03% | Add +10.8% | 6,125,289 | $392.5M |
| LPL Financial LLC | 0.06% | Add +18.5% | 2,260,242 | $144.8M |
| Ameriprise Financial Inc. | 0.04% | Add +31.5% | 2,186,306 | $140.1M |
| Royal Bank of Canada | 0.03% | Add +11.1% | 1,970,369 | $126.3M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 782,737 | $50.2M |
| Cetera Investment Advisers | 0.07% | Add +8.4% | 586,842 | $37.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.8% | 534,076 | $34.2M |
| Raymond James Financial Inc. | 0.01% | Add +82.0% | 463,824 | $29.7M |
| Truist Financial Corp. | 0.04% | Reduce -1.0% | 421,986 | $27.0M |
| CENTRAL TRUST Co | 0.58% | Add +0.2% | 370,144 | $23.7M |
| Stifel Financial Corp. | 0.02% | Add +344.3% | 309,359 | $19.8M |
| Hobart Private Capital, LLC | 4.87% | New | 304,240 | $19.5M |
| World Equity Group, Inc. | 4.34% | Add +9.6% | 237,346 | $15.2M |
| Financial Enhancement Group LLC | 2.30% | Add +58.5% | 236,771 | $14.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +15.8% | 218,757 | $14.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.3% | 203,472 | $13.0M |
| Osaic Holdings, Inc. | 0.03% | Add +12.8% | 202,222 | $13.0M |
| Cornerstone Planning Group LLC | 2.98% | Add +5.8% | 199,717 | $12.5M |
| Cwm, LLC | 0.05% | Add +5.1% | 190,920 | $12.2M |
| WealthPLAN Partners, LLC | 1.51% | Add +0.5% | 167,093 | $10.7M |
| Compound Planning, Inc. | 0.49% | Add +8.5% | 166,179 | $10.6M |
| Ethos Financial Group, LLC | 0.99% | No change | 156,299 | $10.3M |
| EdgeRock Capital LLC | 7.14% | Add +47.8% | 156,231 | $10.0M |
| Private Advisor Group, LLC | 0.06% | Reduce -47.0% | 151,211 | $9.7M |
| WealthPlan Investment Management, LLC | 0.93% | Reduce -1.0% | 146,626 | $9.4M |
| Centric Wealth Management | 2.27% | Add +3.1% | 134,993 | $8.7M |
| Beacon Harbor Wealth Advisors, Inc. | 1.99% | Add +0.9% | 133,699 | $8.6M |
| Modern Wealth Management, LLC | 0.27% | Reduce -6.2% | 130,551 | $8.4M |
| Comerica Bank | 0.04% | Add +158.5% | 129,947 | $8.3M |
| Cardinal Point Capital Management ULC | 0.73% | Reduce -0.8% | 124,164 | $8.0M |
| Philip James Wealth Mangement, LLC | 1.00% | Add +1.4% | 122,645 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +61.3% | 121,674 | $7.8M |
| Richard P Slaughter Associates Inc | 1.75% | Add +5.1% | 116,886 | $7.5M |
| Flagship Harbor Advisors, LLC | 0.36% | Add +14.3% | 107,150 | $6.9M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -4.4% | 98,311 | $6.3M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -4.4% | 98,311 | $6.3M |
| FOCUS Wealth Advisors, LLC | 3.23% | Reduce -2.2% | 91,135 | $5.8M |
| Coppell Advisory Solutions LLC | 0.79% | Add +435.0% | 89,790 | $5.7M |
| Brio Consultants, LLC | 0.87% | Reduce -3.1% | 86,868 | $5.6M |
| Proactive Wealth Strategies LLC | 2.89% | Add +9.2% | 84,591 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +19.1% | 84,112 | $5.4M |
| Sowell Financial Services LLC | 0.24% | Add +26.4% | 81,795 | $5.2M |
| Captrust Financial Advisors | 0.01% | Reduce -8.7% | 79,298 | $5.1M |
| Viawealth, LLC | 3.12% | Add +13.1% | 78,818 | $5.1M |
| MML Investors Services, LLC | 0.02% | Add +16.3% | 78,594 | $5.0M |
| Bison Wealth, LLC | 0.47% | Add +4.1% | 78,130 | $5.0M |
| Harbour Investments, Inc. | 0.14% | Add +65.0% | 77,017 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +6.9% | 76,461 | $4.9M |
| Live Oak Investment Partners | 3.82% | New | 75,511 | $4.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +17.7% | 73,101 | $4.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +151.5% | 72,368 | $4.6M |
| First Trust Advisors LP | 0.00% | Add +60.0% | 72,187 | $4.6M |
| GPS Wealth Strategies Group, LLC | 0.62% | New | 71,987 | $4.6M |
| Assetmark, Inc. | 0.01% | Add +32.3% | 71,892 | $4.6M |
| Golden State Wealth Management, LLC | 0.68% | Add +4.0% | 71,432 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -21.0% | 69,810 | $4.5M |
| Belpointe Asset Management LLC | 0.23% | Reduce -17.1% | 68,102 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.0% | 67,930 | $4.4M |
| IMG Wealth Management, Inc. | 3.77% | Add +11.0% | 65,557 | $4.2M |
| Sigma Planning Corp | 0.13% | Reduce -1.6% | 63,659 | $4.1M |
| Kingswood Wealth Advisors, LLC | 0.37% | Add +35.0% | 62,829 | $4.0M |
| Stegent Equity Advisors, Inc. | 4.06% | Reduce -6.8% | 62,420 | $4.0M |
| Prostatis Group LLC | 1.25% | Reduce -10.3% | 61,739 | $4.0M |
| Equitable Holdings, Inc. | 0.04% | Add +25.1% | 61,326 | $3.9M |
| CreativeOne Wealth, LLC | 0.11% | Add +24.2% | 59,933 | $3.8M |
| LFA - Lugano Financial Advisors SA | 2.52% | Reduce -7.3% | 57,787 | $3.7M |
| Koshinski Asset Management, Inc. | 0.31% | Add +25.7% | 57,192 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +77.4% | 55,658 | $3.6M |
| UBS Group AG | 0.00% | Add +1.4% | 51,423 | $3.3M |
| Acas, LLC | 2.46% | Reduce -3.4% | 50,792 | $3.2M |
| Kingsview Wealth Management, LLC | 0.06% | Add +9.0% | 50,301 | $3.2M |
| LCNB Corp. | 1.17% | Add +13.8% | 49,485 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +56.8% | 47,684 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +50.9% | 46,913 | $3.0M |
| Ausdal Financial Partners, Inc. | 0.23% | Add +1099.5% | 46,902 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.9% | 43,225 | $2.8M |
| Advisory Services Network, LLC | 0.05% | Add +179.9% | 41,026 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.0% | 40,630 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +131.1% | 40,053 | $2.6M |
| Citizens Financial Group Inc. | 0.05% | Add +0.0% | 39,519 | $2.5M |
| Benjamin Edwards Inc. | 0.03% | Add +32.1% | 38,141 | $2.4M |
| World Investment Advisors | 0.06% | Add +47.9% | 37,084 | $2.4M |
| Old National Bancorp | 0.06% | Add +0.2% | 35,954 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +198.6% | 35,079 | $2.2M |
| Gateway Wealth Partners, LLC | 0.48% | Add +230.4% | 33,494 | $2.1M |
| Oregon Pacific Wealth Management, LLC | 2.11% | Add +18.7% | 32,973 | $2.1M |
| Asset Allocation Strategies LLC | 0.50% | Add +306.7% | 31,524 | $2.0M |
| Patten Group, Inc. | 0.45% | Reduce -5.9% | 30,903 | $2.0M |
| Independent Financial Group, LLC | 0.07% | Add +14.1% | 30,031 | $1.9M |
| Darwin Wealth Management, LLC | 0.64% | No change | 29,126 | $1.9M |
| Virtue Capital Management, LLC | 0.22% | New | 29,970 | $1.9M |
| IHT Wealth Management, LLC | 0.06% | Reduce -10.4% | 28,882 | $1.9M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -0.6% | 28,531 | $1.8M |
| Fairway Wealth LLC | 0.67% | Add +23.4% | 28,495 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +8.3% | 27,998 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +13.2% | 27,346 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +1.1% | 26,034 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.14% | Add +24.8% | 25,437 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +71.8% | 24,752 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -30.5% | 24,678 | $1.6M |
"% 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.