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 |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.7% | 24,128 | $1.5M |
| IFP Advisors, Inc | 0.05% | Reduce -0.9% | 23,997 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.36% | Add +1.2% | 23,717 | $1.5M |
| Frederick Financial Consultants, LLC | 1.06% | New | 23,004 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +0.2% | 22,906 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 22,320 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Add +23.9% | 21,904 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +4.1% | 21,563 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | New | 21,358 | $1.4M |
| Montis Financial, LLC | 0.39% | Reduce -1.6% | 20,719 | $1.3M |
| Maia Wealth LLC | 0.30% | Add +204.9% | 21,080 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -6.0% | 20,060 | $1.3M |
| RiverTree Advisors, LLC | 0.83% | Reduce -4.1% | 19,449 | $1.2M |
| Richmond Investment Services, LLC | 0.67% | Add +377.5% | 19,211 | $1.2M |
| SMART Wealth LLC | 0.43% | Add +1.5% | 18,909 | $1.2M |
| Cooper Financial Group | 0.16% | Add +14.9% | 18,429 | $1.2M |
| Silver Oak Securities, Incorporated | 0.11% | Add +7.3% | 18,383 | $1.2M |
| First Citizens Bank & Trust Co. | 0.03% | Add +3.7% | 18,075 | $1.2M |
| Ascentis Independent Advisors | 0.23% | Reduce -8.9% | 18,057 | $1.2M |
| Arax Advisory Partners | 0.07% | Reduce -2.6% | 17,935 | $1.1M |
| Global Wealth Strategies & Associates | 0.35% | Add +8.9% | 17,881 | $1.1M |
| Simplicity Wealth,LLC | 0.09% | New | 17,574 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -41.8% | 16,971 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -2.8% | 16,621 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +8.4% | 15,120 | $970K |
| PFG Advisors | 0.05% | Reduce -3.6% | 14,854 | $952K |
| Legacy Capital Wealth Partners, LLC | 0.23% | Add +4.3% | 14,820 | $950K |
| OneDigital Investment Advisors LLC | 0.01% | Add +19.6% | 14,761 | $946K |
| Parcion Private Wealth LLC | 0.08% | Add +14.4% | 14,633 | $938K |
| Signal Advisors Wealth, LLC | 0.08% | Add +188.8% | 13,421 | $860K |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 13,168 | $844K |
| WCG Wealth Advisors LLC | 0.06% | Reduce -0.0% | 13,057 | $837K |
| Avaii Wealth Management, LLC | 0.44% | New | 12,829 | $822K |
| Rothschild Investment LLC | 0.05% | No change | 12,728 | $816K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +6.0% | 12,668 | $812K |
| Meadow Creek Wealth Advisors LLC | 0.60% | Add +7.5% | 12,532 | $803K |
| Financial Advocates Investment Management | 0.05% | Reduce -4.9% | 11,672 | $748K |
| StoneX Group Inc. | 0.04% | Add +6.0% | 11,553 | $740K |
| GeoWealth Management, LLC | 0.03% | Add +0.7% | 11,387 | $730K |
| Atria Investments, Inc | 0.01% | Reduce -15.0% | 11,365 | $728K |
| Brookwood Investment Group LLC | 0.12% | — | 11,301 | $724K |
| Twelve Points Wealth Management LLC | 0.20% | Add +22.3% | 11,252 | $721K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +7.6% | 11,163 | $715K |
| Harvest Investment Services, LLC | 0.19% | Reduce -4.6% | 10,516 | $674K |
| Carolinas Wealth Consulting LLC | 0.14% | Add +0.2% | 10,471 | $671K |
| Cornerstone Wealth Management, LLC | 0.04% | New | 10,379 | $665K |
| City Center Advisors, LLC | 0.77% | Add +6.0% | 10,264 | $658K |
| Provident Wealth Management, LLC | 0.22% | Reduce -20.4% | 9,934 | $637K |
| SeaCrest Wealth Management, LLC | 0.07% | New | 9,825 | $630K |
| Iams Wealth Management, LLC | 0.29% | Reduce -21.9% | 9,764 | $626K |
| Wedbush Securities Inc. | 0.02% | Add +96.2% | 9,374 | $601K |
| Park Avenue Securities LLC | 0.01% | Add +4.9% | 9,350 | $599K |
| &partners | 0.01% | New | 9,304 | $591K |
| First Heartland Consultants, Inc. | 0.06% | New | 9,097 | $583K |
| Mariner, LLC | 0.00% | Add +1.8% | 8,673 | $556K |
| Savant Capital, LLC | 0.00% | Reduce -3.7% | 8,484 | $544K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -7.0% | 8,443 | $541K |
| NewEdge Wealth, LLC | 0.01% | Reduce -13.1% | 7,801 | $500K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 7,654 | $489K |
| Centaurus Financial, Inc. | 0.03% | Reduce -10.3% | 7,564 | $485K |
| Hilltop Holdings Inc. | 0.03% | Reduce -3.4% | 7,532 | $483K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +27.8% | 7,527 | $482K |
| Western Wealth Management, LLC | 0.03% | Add +23.4% | 7,465 | $478K |
| Runnymede Capital Advisors, Inc. | 0.45% | No change | 7,395 | $474K |
| Crux Wealth Advisors | 0.25% | Add +18.0% | 7,374 | $472K |
| NewEdge Advisors, LLC | 0.00% | Add +32.6% | 7,337 | $470K |
| Concorde Asset Management, LLC | 0.25% | Add +10.2% | 7,482 | $469K |
| Rathbones Group PLC | 0.00% | Reduce -0.4% | 7,120 | $456K |
| Snowden Capital Advisors LLC | 0.01% | Add +17.0% | 6,934 | $444K |
| Reyes Financial Architecture, Inc. | 0.29% | Add +15.5% | 6,120 | $392K |
| NTV Asset Management LLC | 0.05% | New | 5,808 | $372K |
| TFB Advisors LLC | 0.10% | Add +53.1% | 5,620 | $360K |
| IFG Advisory, LLC | 0.02% | Reduce -0.3% | 5,619 | $360K |
| Waverly Advisors, LLC | 0.00% | New | 5,502 | $353K |
| Amara Financial, Llc. | 0.32% | Add +0.0% | 5,400 | $346K |
| Moors & Cabot, Inc. | 0.02% | Reduce -11.1% | 5,384 | $345K |
| International Assets Investment Management, LLC | 0.03% | Reduce -4.6% | 5,381 | $345K |
| FSB Premier Wealth Management, Inc. | 0.13% | Add +0.3% | 5,357 | $343K |
| Bank of Montreal | 0.00% | Reduce -2.5% | 5,199 | $333K |
| Capital Analysts, LLC | 0.01% | Add +13.2% | 5,021 | $322K |
| Grant/GrossMendelsohn, LLC | 0.17% | Reduce -29.1% | 4,936 | $312K |
| Susquehanna International Group, LLP | 0.00% | Add +52.8% | 4,847 | $311K |
| DAVENPORT & Co LLC | 0.00% | No change | 4,778 | $306K |
| Morey & Quinn Wealth Partners, LLC | 0.25% | Add +6.0% | 4,769 | $306K |
| Matauro, LLC | 0.06% | Add +4.8% | 4,584 | $294K |
| Advisor OS, LLC | 0.03% | New | 4,474 | $287K |
| United Advisor Group, LLC | 0.05% | No change | 4,175 | $268K |
| Optivise Advisory Services LLC | 0.15% | Reduce -77.1% | 4,123 | $264K |
| Quadrant Private Wealth Management, LLC | 0.06% | Reduce -14.6% | 4,043 | $259K |
| Strategic Financial Concepts, LLC | 0.05% | Add +6.2% | 4,006 | $257K |
| L.K. Benson & Company, P.C. | 0.17% | No change | 3,791 | $243K |
| Pinnacle Family Advisors, LLC | 0.13% | Add +0.8% | 3,667 | $235K |
| RFG Advisory, LLC | 0.01% | Add +3.4% | 3,654 | $234K |
| Plan Group Financial, LLC | 0.08% | New | 3,472 | $222K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 3,465 | $222K |
| Balboa Wealth Partners | 0.05% | Reduce -54.9% | 3,438 | $220K |
| Maripau Wealth Management LLC | 0.12% | Reduce -24.4% | 3,397 | $218K |
| Transcend Capital Advisors, LLC | 0.02% | Add +2.5% | 3,286 | $211K |
| Private Trust Co. NA | 0.02% | Add +13.9% | 3,250 | $208K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -59.0% | 3,263 | $208K |
| Graney & King, LLC | 0.14% | Add +0.1% | 2,955 | $189K |
| Allworth Financial LP | 0.00% | Reduce -10.8% | 2,489 | $157K |
| BlackRock, Inc. | 0.00% | No change | 1,689 | $108K |
| Bank of America Corp. | 0.00% | Add +1053.7% | 1,546 | $99K |
| Synergy Investment Management, LLC | 0.04% | Add +3.8% | 1,518 | $97K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,400 | $90K |
| GAMMA Investing LLC | 0.01% | Reduce -20.2% | 1,357 | $87K |
| Ameriflex Group, Inc. | 0.04% | New | 1,346 | $86K |
| National Bank of Canada | 0.00% | Add +100.8% | 1,305 | $83K |
| SouthState Bank Corp | 0.00% | Add +2040.0% | 1,284 | $82K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,195 | $77K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,184 | $76K |
| Principal Securities, Inc. | 0.00% | No change | 955 | $63K |
| US Bancorp \de | 0.00% | No change | 946 | $61K |
| Lanark Financial, Inc. | 0.00% | — | 803 | $51K |
| Blue Trust, Inc. | 0.00% | No change | 789 | $51K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 725 | $46K |
| CX Institutional | 0.00% | New | 634 | $41K |
| SBI Securities Co., Ltd. | 0.00% | Add +8.1% | 559 | $36K |
| CoreCap Advisors, LLC | 0.00% | Add +1202.4% | 547 | $35K |
| Comprehensive Financial Planning, Inc. | 0.03% | Reduce -5.8% | 515 | $33K |
| Lord & Richards Wealth Management, LLC | 0.04% | New | 484 | $31K |
| Rossby Financial, LCC | 0.01% | New | 468 | $30K |
| Park Place Capital Corp | 0.01% | No change | 357 | $23K |
| Wells Fargo & Company | 0.00% | Reduce -53.9% | 339 | $22K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 269 | $17K |
| Jones Financial Companies LLLP | 0.00% | Add +446.9% | 175 | $11K |
| MAI Capital Management | 0.00% | New | 133 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 117 | $7K |
| Farther Finance Advisors, LLC | 0.00% | New | 84 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 82 | $5K |
| Wagner Wealth Management, LLC | 0.00% | Add +88.9% | 51 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | New | 44 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 16 | $1K |
| Transce3nd, LLC | 0.00% | New | 4 | $256 |
"% 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.