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 |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +12.3% | 24,051 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +1.5% | 24,009 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 23,526 | $1.7M |
| World Investment Advisors | 0.03% | Reduce -35.8% | 23,288 | $1.7M |
| Patten Group, Inc. | 0.30% | Reduce -1.9% | 22,644 | $1.6M |
| Citizens Financial Group Inc. | 0.02% | Reduce -11.1% | 22,052 | $1.6M |
| Montis Financial, LLC | 0.31% | Add +9.7% | 21,996 | $1.6M |
| Gateway Wealth Partners, LLC | 0.16% | Add +75.9% | 20,547 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +0.8% | 20,462 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Reduce -57.1% | 20,446 | $1.5M |
| Signal Advisors Wealth, LLC | 0.11% | Add +5.4% | 20,339 | $1.4M |
| Cooper Financial Group | 0.15% | Add +2.0% | 20,094 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +16.7% | 19,438 | $1.4M |
| Concorde Asset Management, LLC | 0.54% | Add +64.6% | 19,116 | $1.4M |
| Arax Advisory Partners | 0.04% | New | 18,258 | $1.3M |
| Parcion Private Wealth LLC | 0.08% | Reduce -0.1% | 18,058 | $1.3M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -1.3% | 17,820 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +1.5% | 17,633 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.4% | 17,522 | $1.2M |
| Maia Wealth LLC | 0.21% | Reduce -26.4% | 17,495 | $1.2M |
| PFG Advisors | 0.06% | Reduce -3.3% | 16,422 | $1.2M |
| Compound Planning, Inc. | 0.03% | Reduce -88.5% | 16,317 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 15,858 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -11.8% | 14,884 | $1.1M |
| Brookwood Investment Group LLC | 0.12% | Add +6.0% | 14,294 | $1.0M |
| Meadow Creek Wealth Advisors LLC | 0.65% | Add +0.7% | 14,277 | $1.0M |
| City Center Advisors, LLC | 0.88% | Add +5.0% | 13,538 | $961K |
| Prospera Financial Services Inc | 0.02% | Reduce -3.2% | 13,458 | $957K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +2.0% | 13,303 | $944K |
| AE Wealth Management LLC | 0.01% | Reduce -1.1% | 13,109 | $931K |
| Atria Investments, Inc | 0.01% | Add +4.9% | 12,942 | $919K |
| Rothschild Investment LLC | 0.05% | No change | 12,728 | $904K |
| HUB Investment Partners, LLC | 0.02% | New | 12,682 | $900K |
| Entelevest, LLC | 0.92% | — | 12,528 | $889K |
| Global Wealth Strategies & Associates | 0.22% | Reduce -23.8% | 12,377 | $879K |
| Modern Wealth Management, LLC | 0.02% | Reduce -2.2% | 11,826 | $840K |
| GeoWealth Management, LLC | 0.03% | Add +9.3% | 11,807 | $838K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -28.9% | 11,529 | $818K |
| RiverTree Advisors, LLC | 0.52% | Reduce -24.3% | 11,402 | $809K |
| StoneX Group Inc. | 0.04% | Reduce -3.8% | 11,374 | $807K |
| First Heartland Consultants, Inc. | 0.06% | Add +8.1% | 11,157 | $792K |
| Harvest Investment Services, LLC | 0.14% | Add +4.2% | 10,816 | $768K |
| Crux Wealth Advisors | 0.27% | Add +13.4% | 10,371 | $736K |
| Lanark Financial, Inc. | 0.05% | Add +13.3% | 10,267 | $729K |
| NewEdge Advisors, LLC | 0.00% | Reduce -37.4% | 10,252 | $728K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 10,210 | $725K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.6% | 10,095 | $717K |
| Wells Fargo & Company | 0.00% | Add +6167.1% | 10,090 | $716K |
| Balboa Wealth Partners | 0.12% | Add +0.3% | 10,036 | $712K |
| Lake Street Private Wealth, LLC | 0.09% | Add +4.6% | 9,992 | $709K |
| Twelve Points Wealth Management LLC | 0.16% | Reduce -3.1% | 9,849 | $704K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.9% | 9,914 | $704K |
| Revisor Wealth Management LLC | 0.18% | Add +2.8% | 9,686 | $690K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.3% | 9,607 | $682K |
| Ascentis Independent Advisors | 0.11% | Reduce -58.4% | 9,293 | $660K |
| Moors & Cabot, Inc. | 0.03% | Add +42.4% | 9,074 | $644K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.0% | 8,788 | $624K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -30.7% | 8,777 | $623K |
| Farther Finance Advisors, LLC | 0.01% | Add +5751.1% | 8,250 | $586K |
| NewEdge Wealth, LLC | 0.01% | Reduce -2.2% | 8,123 | $577K |
| Provident Wealth Management, LLC | 0.17% | Reduce -7.7% | 7,966 | $566K |
| Hilltop Holdings Inc. | 0.03% | Reduce -0.1% | 7,850 | $557K |
| Fifth Third Securities, Inc. | 0.04% | Add +0.3% | 7,829 | $556K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.7% | 7,780 | $552K |
| Savant Capital, LLC | 0.00% | Add +5.2% | 7,704 | $547K |
| Vise Technologies, Inc. | 0.01% | Add +9.8% | 7,449 | $529K |
| Triad Wealth Partners, LLC | 0.05% | New | 7,420 | $527K |
| Hyundai Investments Co., Ltd. | 0.50% | New | 7,157 | $512K |
| Ameritas Advisory Services, LLC | 0.02% | Add +177.4% | 6,964 | $494K |
| Iams Wealth Management, LLC | 0.18% | Reduce -10.6% | 6,856 | $487K |
| HBW Advisory Services LLC | 0.05% | New | 6,654 | $472K |
| Fiscal Wisdom Wealth Management, LLC | 0.42% | Add +95.3% | 6,221 | $442K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.3% | 6,175 | $438K |
| PNC Financial Services Group, Inc. | 0.00% | Add +60.4% | 6,153 | $437K |
| Carlson Financial, Inc. | 0.25% | — | 6,110 | $434K |
| IFG Advisory, LLC | 0.02% | Reduce -4.4% | 5,926 | $421K |
| Bank of Montreal | 0.00% | Reduce -2.8% | 5,800 | $412K |
| Avaii Wealth Management, LLC | 0.14% | Reduce -24.2% | 5,633 | $400K |
| TFB Advisors LLC | 0.11% | Reduce -0.4% | 5,487 | $390K |
| Greenwood Capital Associates LLC | 0.04% | Add +27.9% | 5,433 | $386K |
| Amara Financial, Llc. | 0.27% | Add +0.0% | 5,403 | $384K |
| Tempo Wealth, LLC | 0.07% | — | 5,351 | $380K |
| Chilton Investment Co. Inc. | 0.01% | No change | 5,196 | $369K |
| FSB Premier Wealth Management, Inc. | 0.12% | Reduce -14.6% | 5,186 | $368K |
| JPMorgan Chase & Co. | 0.00% | Add +84.7% | 5,167 | $367K |
| Earned Wealth Advisors, LLC | 0.03% | New | 4,963 | $352K |
| Morey & Quinn Wealth Partners, LLC | 0.24% | No change | 4,769 | $339K |
| CacheTech Inc. | 0.06% | New | 4,702 | $334K |
| Centaurus Financial, Inc. | 0.02% | Reduce -17.3% | 4,690 | $333K |
| Able Wealth Management LLC | 0.10% | Add +37.2% | 4,579 | $325K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +11.2% | 4,462 | $317K |
| Capital Analysts, LLC | 0.01% | Add +0.0% | 4,428 | $314K |
| United Advisor Group, LLC | 0.04% | Add +0.1% | 4,242 | $301K |
| TD Waterhouse Canada Inc. | 0.00% | Add +186.8% | 4,156 | $295K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -4.0% | 4,021 | $285K |
| International Assets Investment Management, LLC | 0.02% | Reduce -24.8% | 3,963 | $281K |
| Pinnacle Family Advisors, LLC | 0.12% | Reduce -3.8% | 3,945 | $280K |
| Redwood Investment Management, LLC | 0.03% | New | 3,931 | $279K |
| L.K. Benson & Company, P.C. | 0.14% | No change | 3,791 | $269K |
| Patten & Patten Inc. | 0.02% | No change | 3,627 | $257K |
| Wood Tarver Financial Group, LLC | 0.07% | Reduce -3.0% | 3,431 | $243K |
| Rathbones Group PLC | 0.00% | Reduce -45.1% | 3,412 | $242K |
| Money Concepts Capital Corp. | 0.01% | New | 3,239 | $230K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 3,226 | $229K |
| Quantinno Capital Management LP | 0.00% | Reduce -21.3% | 3,132 | $222K |
| Maripau Wealth Management LLC | 0.10% | Reduce -3.1% | 3,051 | $217K |
| Sage Mountain Advisors LLC | 0.01% | No change | 3,040 | $216K |
| Laurel Oak Wealth Management, LLC | 0.04% | — | 3,022 | $215K |
| Graney & King, LLC | 0.12% | Add +0.1% | 2,961 | $210K |
| NTV Asset Management LLC | 0.02% | Reduce -49.1% | 2,958 | $210K |
| Private Client Services, LLC | 0.06% | Add +0.0% | 2,917 | $207K |
| Norris Financial Group, LLC | 0.07% | New | 2,842 | $202K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,825 | $201K |
| J.Safra Asset Management Corp | 0.01% | Add +10.2% | 2,557 | $182K |
| Private Trust Co. NA | 0.02% | Reduce -7.2% | 2,479 | $176K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -38.9% | 2,376 | $169K |
| Tucker Asset Management LLC | 0.05% | Reduce -6.3% | 2,208 | $157K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,613 | $115K |
| National Bank of Canada | 0.00% | Add +16.4% | 1,519 | $108K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +801.8% | 1,470 | $104K |
| BlackRock, Inc. | 0.00% | No change | 1,455 | $103K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,400 | $99K |
| GAMMA Investing LLC | 0.00% | Reduce -0.7% | 1,347 | $96K |
| Reyes Financial Architecture, Inc. | 0.05% | Add +0.3% | 1,269 | $90K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,184 | $84K |
| Wellington-Altus USA Inc. | 0.06% | — | 1,102 | $78K |
| US Bancorp \de | 0.00% | No change | 946 | $67K |
| Allworth Financial LP | 0.00% | No change | 899 | $64K |
| Rossby Financial, LCC | 0.02% | Add +25.4% | 869 | $62K |
| CoreCap Advisors, LLC | 0.00% | Add +14.2% | 847 | $60K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 732 | $52K |
| CX Institutional | 0.00% | Reduce -4.1% | 586 | $42K |
| Comprehensive Financial Planning, Inc. | 0.02% | Reduce -9.9% | 464 | $33K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -23.6% | 424 | $30K |
| Tidemark, LLC | 0.01% | New | 409 | $29K |
| Burkett Financial Services, LLC | 0.01% | No change | 400 | $28K |
| Park Place Capital Corp | 0.01% | No change | 357 | $25K |
| McGuire Capital Advisors Inc. | 0.01% | — | 171 | $12K |
| Signature Equity Partners, LLC | 0.01% | — | 168 | $12K |
| SHP Wealth Management | 0.00% | — | 160 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 117 | $8K |
| Joseph Group Capital Management | 0.00% | Add +28.6% | 108 | $8K |
| Bank of America Corp. | 0.00% | Reduce -54.5% | 86 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -73.0% | 83 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 76 | $5K |
| Sound Income Strategies, LLC | 0.00% | New | 75 | $5K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 52 | $4K |
| Alerus Financial NA | 0.00% | Reduce -49.4% | 43 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 43 | $3K |
| Quattro Advisors LLC | 0.00% | — | 35 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -83.6% | 35 | $2K |
| Wagner Wealth Management, LLC | 0.00% | No change | 21 | $1K |
| Kingdom Financial Group LLC. | 0.00% | New | 18 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 15 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 3 | $218 |
"% 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.