First Trust Long/Short EqtyFTLSETF
13F holders, Q3 2025 (September 30)231holders −2
18new positions
21sold out
1famous investor
$69.95avg. 13F price*
At the end of Q3 2025, 231 institutions reported holding First Trust Long/Short Eqty (FTLS) in their 13F filings, down 2 from Q2 2025. 18 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($361.9M), Royal Bank of Canada ($172.8M) and Ameriprise Financial Inc. ($159.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Long/Short Eqty
- CUSIP
- 33739P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.7M |
| Exits | 21 | $19.5M |
All 13F filers, Q2 2025 → Q3 2025: 663,088 shares bought and 2,432,981 shares sold, net −1,769,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| Morgan Stanley | 0.02% | Reduce -15.7% | 5,174,113 | $361.9M |
| Royal Bank of Canada | 0.03% | Reduce -3.1% | 2,470,607 | $172.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -5.8% | 2,276,885 | $159.3M |
| LPL Financial LLC | 0.05% | Reduce -4.9% | 2,247,880 | $157.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.5% | 588,279 | $41.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.1% | 558,170 | $39.0M |
| Cetera Investment Advisers | 0.04% | Reduce -16.4% | 527,702 | $36.9M |
| Truist Financial Corp. | 0.04% | Add +0.2% | 428,276 | $30.0M |
| CENTRAL TRUST Co | 0.58% | Reduce -4.0% | 397,936 | $27.8M |
| Stifel Financial Corp. | 0.02% | Add +2.5% | 318,855 | $22.3M |
| Hobart Private Capital, LLC | 4.46% | Reduce -1.0% | 304,259 | $21.3M |
| World Equity Group, Inc. | 4.57% | Add +9.8% | 287,710 | $20.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +7.2% | 257,296 | $18.0M |
| Cornerstone Planning Group LLC | 2.54% | Add +1.9% | 223,113 | $15.9M |
| Osaic Holdings, Inc. | 0.02% | Add +4.9% | 229,317 | $15.7M |
| WealthPlan Investment Management, LLC | 1.00% | Add +0.2% | 216,405 | $15.1M |
| EdgeRock Capital LLC | 3.95% | Add +9.9% | 203,010 | $14.2M |
| HighTower Advisors, LLC | 0.01% | Add +0.6% | 187,558 | $13.1M |
| Cwm, LLC | 0.04% | Reduce -6.6% | 173,970 | $12.2M |
| Ethos Financial Group, LLC | 0.95% | Add +0.9% | 171,722 | $12.0M |
| Compound Planning, Inc. | 0.32% | Reduce -14.8% | 142,519 | $10.0M |
| Centric Wealth Management | 2.15% | Add +0.3% | 136,318 | $9.7M |
| Philip James Wealth Mangement, LLC | 1.12% | Add +7.0% | 131,503 | $9.2M |
| Cardinal Point Capital Management ULC | 0.61% | Add +7.0% | 127,324 | $8.8M |
| Coppell Advisory Solutions LLC | 0.90% | Add +5.0% | 122,391 | $8.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -5.1% | 119,823 | $8.4M |
| Financial Enhancement Group LLC | 1.10% | Add +0.1% | 117,093 | $8.2M |
| Flagship Harbor Advisors, LLC | 0.35% | Add +6.8% | 114,913 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +22.2% | 114,314 | $8.0M |
| Kingswood Wealth Advisors, LLC | 0.48% | Add +66.6% | 113,163 | $7.9M |
| Comerica Bank | 0.03% | Reduce -56.3% | 103,286 | $7.2M |
| WealthPLAN Partners, LLC | 1.08% | Add +1.6% | 102,899 | $7.2M |
| First Trust Advisors LP | 0.01% | Add +44.6% | 96,905 | $6.8M |
| Merit Financial Group, LLC | 0.06% | Add +207.6% | 94,453 | $6.6M |
| FOCUS Wealth Advisors, LLC | 3.13% | Add +1.5% | 93,095 | $6.5M |
| Proactive Wealth Strategies LLC | 2.67% | Add +2.0% | 88,812 | $6.2M |
| MML Investors Services, LLC | 0.02% | Add +1.4% | 86,735 | $6.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -3.4% | 86,281 | $6.0M |
| Live Oak Investment Partners | 3.95% | Add +12.6% | 85,169 | $6.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.2% | 85,076 | $6.0M |
| Koshinski Asset Management, Inc. | 0.42% | Add +48.4% | 83,355 | $5.8M |
| Brio Consultants, LLC | 0.79% | Reduce -2.5% | 82,405 | $5.8M |
| IMG Wealth Management, Inc. | 3.77% | Add +10.9% | 79,573 | $5.6M |
| Equitable Holdings, Inc. | 0.04% | Add +12.9% | 77,133 | $5.4M |
| Kingsview Wealth Management, LLC | 0.08% | Add +35.5% | 76,893 | $5.4M |
| Golden State Wealth Management, LLC | 0.58% | Add +7.3% | 75,672 | $5.3M |
| Captrust Financial Advisors | 0.01% | Reduce -3.0% | 73,225 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.6% | 67,925 | $4.7M |
| Viawealth, LLC | 2.54% | Reduce -5.7% | 66,409 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -18.1% | 65,194 | $4.6M |
| Benjamin Edwards Inc. | 0.05% | Add +21.1% | 65,131 | $4.6M |
| LFA - Lugano Financial Advisors SA | 2.28% | Reduce -4.0% | 61,711 | $4.3M |
| Assetmark, Inc. | 0.01% | Reduce -17.3% | 61,346 | $4.3M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -8.8% | 60,622 | $4.2M |
| Prostatis Group LLC | 1.04% | Add +7.4% | 59,594 | $4.2M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -5.0% | 58,877 | $4.1M |
| LCNB Corp. | 1.43% | Add +26.1% | 58,259 | $4.1M |
| Cerity Partners LLC | 0.01% | Add +0.7% | 55,709 | $3.9M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +6.9% | 54,298 | $3.8M |
| Harbour Investments, Inc. | 0.08% | Reduce -46.1% | 53,244 | $3.7M |
| Stegent Equity Advisors, Inc. | 3.00% | Reduce -13.7% | 52,715 | $3.7M |
| Advisory Services Network, LLC | 0.05% | Add +15.5% | 52,405 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.4% | 48,951 | $3.4M |
| Belpointe Asset Management LLC | 0.13% | Reduce -19.4% | 47,664 | $3.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 43,079 | $3.0M |
| Asset Allocation Strategies LLC | 0.58% | Add +13.5% | 41,802 | $2.9M |
| Sigma Planning Corp | 0.08% | Reduce -15.1% | 41,500 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.3% | 40,856 | $2.9M |
| Richmond Investment Services, LLC | 0.52% | Add +1.8% | 40,226 | $2.8M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -26.8% | 38,359 | $2.7M |
| Old National Bancorp | 0.04% | Reduce -1.9% | 37,409 | $2.6M |
| Darwin Wealth Management, LLC | 0.83% | Add +5.5% | 37,301 | $2.6M |
| MSH Capital Advisors LLC | 0.69% | Add +66.8% | 36,971 | $2.6M |
| World Investment Advisors | 0.05% | Add +6.4% | 36,251 | $2.5M |
| Global Retirement Partners, LLC | 0.06% | Reduce -0.6% | 35,573 | $2.5M |
| Summit Financial, LLC | 0.04% | New | 34,976 | $2.4M |
| Mutual Advisors, LLC | 0.05% | New | 34,600 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +11.5% | 33,033 | $2.3M |
| Citadel Advisors | 0.00% | New | 31,413 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +20.3% | 30,953 | $2.2M |
| Frederick Financial Consultants, LLC | 1.19% | Add +14.1% | 30,229 | $2.1M |
| Sowell Financial Services LLC | 0.08% | Reduce -72.4% | 29,859 | $2.1M |
| Fairway Wealth LLC | 0.57% | Add +1.7% | 29,070 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +5.3% | 27,399 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -4.1% | 26,845 | $1.9M |
| Simplicity Wealth,LLC | 0.11% | Reduce -51.1% | 26,203 | $1.8M |
| Advisor OS, LLC | 0.16% | Add +46.9% | 26,126 | $1.8M |
| RFG Advisory, LLC | 0.04% | Add +0.7% | 26,122 | $1.8M |
| KMG Fiduciary Partners, LLC | 0.12% | Add +2.7% | 25,985 | $1.8M |
| IFP Advisors, Inc | 0.05% | Add +1.6% | 25,740 | $1.8M |
| Citizens Financial Group Inc. | 0.02% | Add +19.4% | 24,809 | $1.7M |
| Maia Wealth LLC | 0.29% | Reduce -6.1% | 23,759 | $1.7M |
| SMART Wealth LLC | 0.63% | Add +18.1% | 24,063 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +4.3% | 23,922 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -8.6% | 23,661 | $1.7M |
| Mariner, LLC | 0.00% | Add +75.4% | 23,623 | $1.7M |
| LaSalle St. Investment Advisors, LLC | 0.29% | Reduce -2.8% | 23,480 | $1.6M |
| Patten Group, Inc. | 0.31% | Reduce -22.3% | 23,083 | $1.6M |
| Ascentis Independent Advisors | 0.26% | Add +27.4% | 22,311 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -1.0% | 21,408 | $1.5M |
"% 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.