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 |
| Montis Financial, LLC | 0.43% | Add +12.2% | 23,242 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +2.8% | 22,934 | $1.5M |
| MSH Capital Advisors LLC | 0.42% | New | 22,160 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +0.3% | 21,631 | $1.4M |
| Citizens Financial Group Inc. | 0.02% | Reduce -47.4% | 20,774 | $1.4M |
| SMART Wealth LLC | 0.42% | Add +7.7% | 20,367 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Reduce -32.3% | 20,347 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +157.8% | 18,915 | $1.3M |
| Modern Wealth Management, LLC | 0.03% | Reduce -85.8% | 18,581 | $1.2M |
| Silver Oak Securities, Incorporated | 0.10% | Add +0.1% | 18,405 | $1.2M |
| Focus Partners Wealth | 0.00% | Reduce -20.5% | 18,216 | $1.2M |
| Arax Advisory Partners | 0.05% | Reduce -0.1% | 17,926 | $1.2M |
| Advisor OS, LLC | 0.12% | Add +297.4% | 17,782 | $1.2M |
| Cooper Financial Group | 0.14% | Reduce -4.0% | 17,682 | $1.2M |
| Ascentis Independent Advisors | 0.21% | Reduce -3.0% | 17,520 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -36.1% | 17,471 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +3.9% | 17,268 | $1.1M |
| PFG Advisors | 0.05% | Add +14.2% | 16,965 | $1.1M |
| Global Wealth Strategies & Associates | 0.31% | Reduce -7.4% | 16,553 | $1.1M |
| Signal Advisors Wealth, LLC | 0.09% | Add +22.3% | 16,407 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +24.4% | 16,379 | $1.1M |
| Parcion Private Wealth LLC | 0.08% | Add +10.6% | 16,182 | $1.1M |
| RiverTree Advisors, LLC | 0.69% | Reduce -20.1% | 15,550 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Reduce -1.4% | 14,912 | $989K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -74.0% | 14,441 | $957K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +37.8% | 14,297 | $948K |
| IHT Wealth Management, LLC | 0.03% | Reduce -50.9% | 14,177 | $940K |
| Legacy Capital Wealth Partners, LLC | 0.21% | Reduce -4.8% | 14,105 | $935K |
| Vise Technologies, Inc. | 0.04% | — | 13,848 | $918K |
| Mariner, LLC | 0.00% | Add +55.3% | 13,465 | $892K |
| Meadow Creek Wealth Advisors LLC | 0.60% | Add +6.3% | 13,319 | $883K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +2.3% | 12,964 | $859K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -35.4% | 12,953 | $859K |
| Geneos Wealth Management Inc. | 0.02% | Add +52.6% | 12,882 | $854K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -41.8% | 12,748 | $845K |
| Rothschild Investment LLC | 0.05% | No change | 12,728 | $844K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.2% | 12,673 | $840K |
| AE Wealth Management LLC | 0.01% | Reduce -26.2% | 12,518 | $830K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -69.3% | 12,318 | $816K |
| WCG Wealth Advisors LLC | 0.05% | Reduce -6.0% | 12,272 | $813K |
| Brookwood Investment Group LLC | 0.13% | Add +8.6% | 12,268 | $813K |
| Atria Investments, Inc | 0.01% | Add +6.3% | 12,087 | $801K |
| Twelve Points Wealth Management LLC | 0.21% | Add +6.5% | 11,988 | $795K |
| StoneX Group Inc. | 0.04% | Add +3.0% | 11,896 | $788K |
| Avaii Wealth Management, LLC | 0.34% | Reduce -8.8% | 11,707 | $776K |
| GeoWealth Management, LLC | 0.03% | Reduce -0.6% | 11,319 | $750K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +0.7% | 11,246 | $745K |
| Bank of America Corp. | 0.00% | Add +578.8% | 10,494 | $696K |
| Harvest Investment Services, LLC | 0.16% | Reduce -0.3% | 10,485 | $695K |
| Balboa Wealth Partners | 0.13% | Add +189.1% | 9,938 | $659K |
| First Heartland Consultants, Inc. | 0.06% | Add +9.1% | 9,927 | $658K |
| Wedbush Securities Inc. | 0.02% | Add +5.2% | 9,858 | $653K |
| City Center Advisors, LLC | 0.70% | Reduce -4.2% | 9,831 | $652K |
| Park Avenue Securities LLC | 0.01% | Reduce -0.5% | 9,301 | $616K |
| Crux Wealth Advisors | 0.26% | Add +25.7% | 9,268 | $614K |
| Provident Wealth Management, LLC | 0.19% | Reduce -11.3% | 8,810 | $584K |
| Iams Wealth Management, LLC | 0.26% | Reduce -11.3% | 8,658 | $574K |
| Lake Street Private Wealth, LLC | 0.08% | New | 8,496 | $563K |
| NewEdge Wealth, LLC | 0.01% | Add +6.4% | 8,302 | $550K |
| Rathbones Group PLC | 0.00% | Add +11.0% | 7,901 | $524K |
| Hilltop Holdings Inc. | 0.03% | Add +1.7% | 7,659 | $508K |
| Fifth Third Securities, Inc. | 0.04% | New | 7,625 | $505K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.3% | 7,633 | $505K |
| Jane Street Group, LLC | 0.00% | Reduce -69.3% | 7,585 | $503K |
| Financial Advocates Investment Management | 0.04% | Reduce -35.9% | 7,482 | $496K |
| Western Wealth Management, LLC | 0.03% | Add +0.0% | 7,468 | $495K |
| Savant Capital, LLC | 0.00% | Reduce -14.2% | 7,277 | $482K |
| TFB Advisors LLC | 0.12% | Add +26.4% | 7,102 | $471K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.3% | 6,912 | $458K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -63.3% | 6,642 | $440K |
| Moors & Cabot, Inc. | 0.02% | Add +19.2% | 6,418 | $425K |
| Calton & Associates, Inc. | 0.07% | New | 6,224 | $413K |
| Lanark Financial, Inc. | 0.03% | Add +660.6% | 6,108 | $404K |
| FSB Premier Wealth Management, Inc. | 0.14% | Add +11.4% | 5,966 | $395K |
| NTV Asset Management LLC | 0.05% | No change | 5,808 | $385K |
| Bank of Montreal | 0.00% | Add +11.3% | 5,786 | $384K |
| Centaurus Financial, Inc. | 0.02% | Reduce -25.2% | 5,658 | $375K |
| Revisor Wealth Management LLC | 0.13% | New | 5,659 | $374K |
| IFG Advisory, LLC | 0.02% | Add +0.1% | 5,623 | $373K |
| Amara Financial, Llc. | 0.32% | Add +0.0% | 5,401 | $358K |
| International Assets Investment Management, LLC | 0.03% | Reduce -2.1% | 5,268 | $349K |
| Chilton Investment Co. Inc. | 0.01% | New | 5,196 | $344K |
| Quantinno Capital Management LP | 0.00% | New | 5,192 | $344K |
| Capital Analysts, LLC | 0.01% | Reduce -1.6% | 4,938 | $327K |
| Morey & Quinn Wealth Partners, LLC | 0.25% | No change | 4,769 | $316K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.6% | 4,653 | $308K |
| Wood Tarver Financial Group, LLC | 0.09% | New | 4,592 | $304K |
| United Advisor Group, LLC | 0.05% | Add +1.5% | 4,238 | $281K |
| Matauro, LLC | 0.05% | Reduce -8.3% | 4,203 | $279K |
| Reyes Financial Architecture, Inc. | 0.24% | Reduce -31.9% | 4,168 | $276K |
| Optivise Advisory Services LLC | 0.14% | Reduce -0.0% | 4,122 | $273K |
| Pinnacle Family Advisors, LLC | 0.13% | Add +10.1% | 4,037 | $268K |
| L.K. Benson & Company, P.C. | 0.15% | No change | 3,791 | $251K |
| Waverly Advisors, LLC | 0.00% | Reduce -33.9% | 3,636 | $241K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +4.7% | 3,626 | $240K |
| Private Trust Co. NA | 0.02% | Add +10.2% | 3,581 | $237K |
| Plan Group Financial, LLC | 0.08% | No change | 3,472 | $230K |
| Maripau Wealth Management LLC | 0.11% | Reduce -2.5% | 3,313 | $220K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,263 | $215K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 3,192 | $212K |
| Traction Financial Partners, LLC | 0.14% | New | 3,190 | $211K |
| Sage Mountain Advisors LLC | 0.01% | New | 3,040 | $201K |
| Graney & King, LLC | 0.13% | Add +0.1% | 2,957 | $196K |
| Tucker Asset Management LLC | 0.06% | New | 2,716 | $180K |
| PNC Financial Services Group, Inc. | 0.00% | Add +816.0% | 2,464 | $163K |
| Allworth Financial LP | 0.00% | Reduce -12.6% | 2,176 | $144K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +54.9% | 1,834 | $122K |
| BlackRock, Inc. | 0.00% | Reduce -13.8% | 1,455 | $96K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,400 | $93K |
| GAMMA Investing LLC | 0.01% | No change | 1,357 | $90K |
| National Bank of Canada | 0.00% | No change | 1,305 | $86K |
| US Bancorp \de | 0.00% | Add +21.0% | 1,145 | $76K |
| Principal Securities, Inc. | 0.00% | Add +11.1% | 1,061 | $70K |
| CoreCap Advisors, LLC | 0.00% | Add +46.4% | 801 | $53K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 728 | $48K |
| CX Institutional | 0.00% | Reduce -1.7% | 623 | $41K |
| Comprehensive Financial Planning, Inc. | 0.03% | Reduce -0.6% | 512 | $34K |
| Rossby Financial, LCC | 0.01% | No change | 468 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Add +455.9% | 467 | $31K |
| Creekmur Asset Management LLC | 0.00% | New | 402 | $27K |
| Park Place Capital Corp | 0.01% | No change | 357 | $24K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -41.5% | 327 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +126.5% | 265 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 237 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -99.7% | 213 | $14K |
| Nova Wealth Management, Inc. | 0.01% | New | 189 | $13K |
| Sunbelt Securities, Inc. | 0.00% | New | 187 | $12K |
| MAI Capital Management | 0.00% | Add +0.8% | 134 | $9K |
| Transce3nd, LLC | 0.00% | Add +3125.0% | 129 | $9K |
| Wells Fargo & Company | 0.00% | Reduce -64.9% | 119 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 82 | $5K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -58.8% | 21 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -97.7% | 1 | $65 |
"% 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.