First Trust Long/Short EqtyFTLSETF
13F holders, Q4 2025 (December 31)255holders +24
26new positions
11sold out
$71.00avg. 13F price*
At the end of Q4 2025, 255 institutions reported holding First Trust Long/Short Eqty (FTLS) in their 13F filings, up 24 from Q3 2025. 26 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($372.9M), Royal Bank of Canada ($181.0M) and LPL Financial LLC ($170.2M).
- Company
- First Trust Long/Short Eqty
- CUSIP
- 33739P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $42.3M |
| Exits | 11 | $23.8M |
All 13F filers, Q3 2025 → Q4 2025: 2,482,218 shares bought and 809,749 shares sold, net +1,672,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| Morgan Stanley | 0.02% | Add +1.5% | 5,252,510 | $372.9M |
| Royal Bank of Canada | 0.03% | Add +3.2% | 2,549,077 | $181.0M |
| LPL Financial LLC | 0.05% | Add +6.7% | 2,397,528 | $170.2M |
| Ameriprise Financial Inc. | 0.04% | Add +2.5% | 2,333,236 | $165.6M |
| Raymond James Financial Inc. | 0.01% | Add +5.5% | 588,801 | $41.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.2% | 587,339 | $41.7M |
| Cetera Investment Advisers | 0.04% | Add +4.7% | 552,407 | $39.2M |
| Assetmark, Inc. | 0.07% | Add +728.0% | 507,915 | $36.1M |
| Truist Financial Corp. | 0.04% | Add +10.5% | 473,347 | $33.6M |
| CENTRAL TRUST Co | 0.59% | Add +6.2% | 422,643 | $30.0M |
| Stifel Financial Corp. | 0.02% | Add +3.3% | 329,397 | $23.4M |
| Hobart Private Capital, LLC | 4.25% | Add +0.9% | 307,110 | $21.8M |
| VestGen Advisors, LLC | 0.89% | New | 293,769 | $20.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +9.2% | 281,038 | $20.0M |
| Merit Financial Group, LLC | 0.14% | Add +159.4% | 245,051 | $17.4M |
| Cornerstone Planning Group LLC | 2.44% | Reduce -2.5% | 217,577 | $15.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.7% | 211,694 | $15.0M |
| EdgeRock Capital LLC | 3.87% | Add +0.9% | 204,885 | $14.5M |
| WealthPlan Investment Management, LLC | 0.84% | Reduce -14.4% | 185,142 | $13.1M |
| Ethos Financial Group, LLC | 0.96% | Add +6.1% | 182,136 | $12.9M |
| Cwm, LLC | 0.03% | Reduce -5.2% | 164,902 | $11.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -15.8% | 157,830 | $11.2M |
| Mariner, LLC | 0.01% | Add +559.7% | 155,848 | $11.1M |
| Centric Wealth Management | 2.06% | Reduce -0.9% | 135,132 | $9.7M |
| Cardinal Point Capital Management ULC | 0.63% | Add +6.5% | 135,565 | $9.6M |
| Philip James Wealth Mangement, LLC | 1.12% | Add +0.8% | 132,565 | $9.4M |
| First Trust Advisors LP | 0.01% | Add +34.1% | 129,996 | $9.2M |
| Coppell Advisory Solutions LLC | 0.91% | Add +5.2% | 128,742 | $9.2M |
| IHT Wealth Management, LLC | 0.21% | Add +749.9% | 124,129 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.0% | 123,488 | $8.8M |
| Advisory Services Network, LLC | 0.12% | Add +131.0% | 121,070 | $8.6M |
| Private Advisor Group, LLC | 0.04% | Add +0.2% | 120,097 | $8.5M |
| Flagship Harbor Advisors, LLC | 0.39% | Add +2.5% | 117,827 | $8.4M |
| Kingswood Wealth Advisors, LLC | 0.40% | Add +3.4% | 116,963 | $8.3M |
| Financial Enhancement Group LLC | 1.07% | Reduce -0.5% | 116,542 | $8.2M |
| Comerica Bank | 0.03% | Reduce -6.7% | 96,345 | $6.8M |
| WealthPLAN Partners, LLC | 1.02% | Reduce -6.8% | 95,879 | $6.8M |
| FOCUS Wealth Advisors, LLC | 3.09% | Add +0.5% | 93,560 | $6.6M |
| MML Investors Services, LLC | 0.02% | Add +3.2% | 89,509 | $6.4M |
| Kingsview Wealth Management, LLC | 0.09% | Add +15.1% | 88,522 | $6.3M |
| IMG Wealth Management, Inc. | 3.98% | Add +11.0% | 88,307 | $6.3M |
| Proactive Wealth Strategies LLC | 2.48% | Reduce -0.6% | 88,280 | $6.3M |
| Live Oak Investment Partners | 3.81% | Add +2.6% | 87,375 | $6.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.3% | 84,261 | $6.0M |
| Equitable Holdings, Inc. | 0.04% | Add +8.1% | 83,360 | $5.9M |
| Wedbush Securities Inc. | 0.17% | Add +704.8% | 82,714 | $5.9M |
| Brio Consultants, LLC | 0.76% | Add +0.2% | 82,576 | $5.9M |
| Benjamin Edwards Inc. | 0.06% | Add +19.6% | 77,913 | $5.5M |
| LCNB Corp. | 1.78% | Add +28.8% | 75,012 | $5.3M |
| Koshinski Asset Management, Inc. | 0.34% | Reduce -12.1% | 73,257 | $5.2M |
| Kovack Advisors, Inc. | 0.25% | New | 73,172 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +5.0% | 68,465 | $4.9M |
| Captrust Financial Advisors | 0.01% | Reduce -7.2% | 67,935 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.1% | 66,507 | $4.7M |
| Richmond Investment Services, LLC | 0.81% | Add +63.6% | 65,796 | $4.7M |
| Golden State Wealth Management, LLC | 0.48% | Reduce -15.6% | 63,839 | $4.5M |
| Advisor OS, LLC | 0.36% | Add +139.0% | 62,437 | $4.4M |
| Guilbault Capital LLC | 4.93% | — | 62,095 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +26.2% | 61,785 | $4.4M |
| Viawealth, LLC | 2.46% | Reduce -7.0% | 61,734 | $4.4M |
| Prostatis Group LLC | 1.02% | Add +0.6% | 59,938 | $4.3M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +9.8% | 59,632 | $4.2M |
| LFA - Lugano Financial Advisors SA | 2.17% | Reduce -3.9% | 59,301 | $4.2M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -1.0% | 58,301 | $4.1M |
| Harbour Investments, Inc. | 0.08% | Reduce -0.1% | 53,173 | $3.8M |
| Stegent Equity Advisors, Inc. | 2.84% | Reduce -2.7% | 51,306 | $3.6M |
| Global Retirement Partners, LLC | 0.06% | Add +40.9% | 50,105 | $3.6M |
| Cerity Partners LLC | 0.01% | Reduce -13.1% | 48,437 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +16.2% | 47,476 | $3.4M |
| Seeds Investor LLC | 0.63% | New | 46,249 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Add +4.9% | 45,187 | $3.2M |
| Asset Allocation Strategies LLC | 0.57% | Add +3.6% | 43,298 | $3.1M |
| Center For Asset Management LLC | 1.55% | New | 41,761 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -51.7% | 41,059 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -34.4% | 39,763 | $2.8M |
| Sigma Planning Corp | 0.07% | Reduce -8.0% | 38,170 | $2.7M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -1.0% | 37,985 | $2.7M |
| Darwin Wealth Management, LLC | 0.79% | Reduce -3.5% | 36,000 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +8.7% | 35,890 | $2.5M |
| MSH Capital Advisors LLC | 0.54% | Reduce -3.8% | 35,579 | $2.5M |
| Mutual Advisors, LLC | 0.05% | Add +2.7% | 35,547 | $2.5M |
| Axxcess Wealth Management, LLC | 0.04% | New | 35,242 | $2.5M |
| Summit Financial, LLC | 0.04% | Reduce -0.8% | 34,685 | $2.5M |
| Keating Financial Advisory Services, Inc. | 0.32% | — | 33,641 | $2.4M |
| Fairway Wealth LLC | 0.63% | Add +12.5% | 32,715 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.4% | 32,636 | $2.3M |
| Frederick Financial Consultants, LLC | 1.27% | Add +7.9% | 32,604 | $2.3M |
| Simplicity Wealth,LLC | 0.13% | Add +21.3% | 31,785 | $2.3M |
| Old National Bancorp | 0.04% | Reduce -18.8% | 30,396 | $2.2M |
| Sowell Financial Services LLC | 0.08% | Add +0.9% | 30,131 | $2.1M |
| RFG Advisory, LLC | 0.04% | Add +14.3% | 29,859 | $2.1M |
| SMART Wealth LLC | 0.64% | Add +22.5% | 29,470 | $2.1M |
| IFP Advisors, Inc | 0.05% | Add +13.1% | 29,104 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.8% | 28,154 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +38.8% | 27,855 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -0.1% | 26,825 | $1.9M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +0.0% | 25,986 | $1.8M |
| UBS Group AG | 0.00% | Add +58.8% | 25,907 | $1.8M |
| Legacy Capital Wealth Partners, LLC | 0.38% | Add +54.5% | 25,120 | $1.8M |
| LaSalle St. Investment Advisors, LLC | 0.28% | Add +2.7% | 24,114 | $1.7M |
"% 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.