First Trust Long/Short EqtyFTLSETF
13F holders, Q2 2025 (June 30)233holders −2
19new positions
18sold out
$66.28avg. 13F price*
At the end of Q2 2025, 233 institutions reported holding First Trust Long/Short Eqty (FTLS) in their 13F filings, down 2 from Q1 2025. 19 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($406.8M), Royal Bank of Canada ($168.9M) and Ameriprise Financial Inc. ($160.2M).
- Company
- First Trust Long/Short Eqty
- CUSIP
- 33739P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $10.0M |
| Exits | 18 | $14.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,120,995 shares bought and 1,861,608 shares sold, net +259,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 233 holders
| Morgan Stanley | 0.03% | Add +0.2% | 6,137,971 | $406.8M |
| Royal Bank of Canada | 0.03% | Add +29.4% | 2,549,033 | $168.9M |
| Ameriprise Financial Inc. | 0.04% | Add +10.6% | 2,417,461 | $160.2M |
| LPL Financial LLC | 0.05% | Add +4.6% | 2,363,387 | $156.6M |
| Raymond James Financial Inc. | 0.02% | Add +45.2% | 673,403 | $44.6M |
| Cetera Investment Advisers | 0.07% | Add +7.6% | 631,308 | $41.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.6% | 579,756 | $38.4M |
| Truist Financial Corp. | 0.04% | Add +1.3% | 427,431 | $28.3M |
| CENTRAL TRUST Co | 0.63% | Add +12.1% | 414,753 | $27.5M |
| Stifel Financial Corp. | 0.02% | Add +0.5% | 310,932 | $20.6M |
| Hobart Private Capital, LLC | 4.62% | Add +1.0% | 307,223 | $20.4M |
| World Equity Group, Inc. | 4.74% | Add +10.4% | 261,966 | $17.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +9.8% | 240,105 | $15.9M |
| Comerica Bank | 0.06% | Add +81.8% | 236,207 | $15.7M |
| Cornerstone Planning Group LLC | 2.96% | Add +9.6% | 218,908 | $14.5M |
| Osaic Holdings, Inc. | 0.03% | Add +8.1% | 218,598 | $14.5M |
| WealthPlan Investment Management, LLC | 1.04% | Add +47.3% | 215,979 | $14.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -8.3% | 186,486 | $12.4M |
| Cwm, LLC | 0.04% | Reduce -2.4% | 186,296 | $12.3M |
| EdgeRock Capital LLC | 3.88% | Add +18.2% | 184,682 | $12.3M |
| Ethos Financial Group, LLC | 0.97% | Add +8.8% | 170,099 | $11.3M |
| Compound Planning, Inc. | 0.42% | Add +0.7% | 167,359 | $11.1M |
| Centric Wealth Management | 2.17% | Add +0.6% | 135,858 | $9.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -16.5% | 126,301 | $8.4M |
| Philip James Wealth Mangement, LLC | 1.08% | Add +0.2% | 122,878 | $8.1M |
| Cardinal Point Capital Management ULC | 0.62% | Reduce -4.2% | 118,969 | $7.9M |
| Financial Enhancement Group LLC | 1.10% | Reduce -50.6% | 116,993 | $7.7M |
| Coppell Advisory Solutions LLC | 0.91% | Add +29.9% | 116,591 | $7.7M |
| Sowell Financial Services LLC | 0.29% | Add +32.1% | 108,047 | $7.2M |
| Flagship Harbor Advisors, LLC | 0.34% | Add +0.4% | 107,543 | $7.1M |
| WealthPLAN Partners, LLC | 1.08% | Reduce -39.4% | 101,265 | $6.7M |
| Harbour Investments, Inc. | 0.17% | Add +28.2% | 98,714 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -23.1% | 93,521 | $6.2M |
| FOCUS Wealth Advisors, LLC | 3.16% | Add +0.6% | 91,696 | $6.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -9.1% | 89,340 | $5.9M |
| Proactive Wealth Strategies LLC | 2.73% | Add +3.0% | 87,093 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +8.8% | 85,539 | $5.7M |
| Brio Consultants, LLC | 0.82% | Reduce -2.7% | 84,485 | $5.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +4.2% | 79,636 | $5.3M |
| Bison Wealth, LLC | 0.42% | Add +1.4% | 79,182 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.6% | 76,501 | $5.1M |
| Live Oak Investment Partners | 3.85% | Add +0.1% | 75,620 | $5.0M |
| Captrust Financial Advisors | 0.01% | Reduce -4.8% | 75,517 | $5.0M |
| Assetmark, Inc. | 0.01% | Add +3.1% | 74,147 | $4.9M |
| IMG Wealth Management, Inc. | 3.68% | Add +9.4% | 71,719 | $4.8M |
| Golden State Wealth Management, LLC | 0.57% | Reduce -1.3% | 70,501 | $4.7M |
| Viawealth, LLC | 2.76% | Reduce -10.7% | 70,396 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -5.8% | 68,886 | $4.6M |
| Equitable Holdings, Inc. | 0.04% | Add +11.4% | 68,334 | $4.5M |
| Kingswood Wealth Advisors, LLC | 0.36% | Add +8.1% | 67,929 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.6% | 67,518 | $4.5M |
| First Trust Advisors LP | 0.00% | Reduce -7.2% | 67,002 | $4.4M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -8.1% | 66,477 | $4.4M |
| LFA - Lugano Financial Advisors SA | 2.52% | Add +11.2% | 64,285 | $4.3M |
| CreativeOne Wealth, LLC | 0.11% | Add +3.4% | 61,952 | $4.1M |
| Stegent Equity Advisors, Inc. | 3.59% | Reduce -2.1% | 61,093 | $4.0M |
| Belpointe Asset Management LLC | 0.16% | Reduce -13.1% | 59,150 | $3.9M |
| Kingsview Wealth Management, LLC | 0.06% | Add +12.9% | 56,770 | $3.8M |
| Koshinski Asset Management, Inc. | 0.28% | Reduce -1.8% | 56,181 | $3.7M |
| Prostatis Group LLC | 1.05% | Reduce -10.1% | 55,485 | $3.7M |
| Cerity Partners LLC | 0.01% | Add +57.7% | 55,304 | $3.7M |
| Benjamin Edwards Inc. | 0.05% | Add +41.0% | 53,779 | $3.6M |
| Simplicity Wealth,LLC | 0.15% | Add +204.9% | 53,577 | $3.6M |
| Oppenheimer & Co. Inc. | 0.05% | Add +11.7% | 52,411 | $3.5M |
| Acas, LLC | 2.26% | Reduce -1.5% | 50,045 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.22% | Add +8.3% | 50,795 | $3.4M |
| Sigma Planning Corp | 0.10% | Reduce -23.2% | 48,865 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -43.1% | 47,814 | $3.2M |
| LCNB Corp. | 1.08% | Reduce -6.6% | 46,211 | $3.1M |
| UBS Group AG | 0.00% | Reduce -10.8% | 45,863 | $3.0M |
| Advisory Services Network, LLC | 0.05% | Add +10.6% | 45,373 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.4% | 44,054 | $2.9M |
| Baird Financial Group, Inc. | 0.01% | Add +0.2% | 43,329 | $2.9M |
| Legacy Financial Advisors, Inc. | 0.43% | New | 41,250 | $2.7M |
| Richmond Investment Services, LLC | 0.55% | Add +105.7% | 39,513 | $2.6M |
| Old National Bancorp | 0.04% | Add +6.1% | 38,141 | $2.5M |
| Asset Allocation Strategies LLC | 0.54% | Add +16.8% | 36,827 | $2.4M |
| Global Retirement Partners, LLC | 0.06% | — | 35,789 | $2.4M |
| Darwin Wealth Management, LLC | 0.81% | Add +21.4% | 35,349 | $2.3M |
| World Investment Advisors | 0.05% | Reduce -8.1% | 34,076 | $2.3M |
| Oregon Pacific Wealth Management, LLC | 2.00% | Reduce -3.5% | 31,834 | $2.1M |
| Merit Financial Group, LLC | 0.02% | New | 30,707 | $2.0M |
| Richard P Slaughter Associates Inc | 0.41% | Reduce -73.7% | 30,704 | $2.0M |
| Gateway Wealth Partners, LLC | 0.38% | Reduce -10.8% | 29,892 | $2.0M |
| Patten Group, Inc. | 0.42% | Reduce -3.9% | 29,687 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +19.7% | 29,626 | $2.0M |
| Fairway Wealth LLC | 0.61% | Add +0.3% | 28,575 | $1.9M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -0.4% | 28,428 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -40.8% | 28,218 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -0.0% | 27,988 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.5% | 27,654 | $1.8M |
| Frederick Financial Consultants, LLC | 1.09% | Add +15.1% | 26,483 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.8% | 26,017 | $1.7M |
| RFG Advisory, LLC | 0.04% | Add +610.1% | 25,948 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -0.6% | 25,878 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +20.5% | 25,735 | $1.7M |
| IFP Advisors, Inc | 0.05% | Add +5.6% | 25,340 | $1.7M |
| Maia Wealth LLC | 0.32% | Add +20.1% | 25,311 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.12% | Reduce -0.5% | 25,308 | $1.7M |
| LaSalle St. Investment Advisors, LLC | 0.44% | Add +1.9% | 24,158 | $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.