First Trust Long/Short EqtyFTLSETF
13F holders, Q1 2026 (March 31)262holders +7
22new positions
17sold out
$70.48avg. 13F price*
At the end of Q1 2026, 262 institutions reported holding First Trust Long/Short Eqty (FTLS) in their 13F filings, up 7 from Q4 2025. 22 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($373.6M), Royal Bank of Canada ($183.4M) and LPL Financial LLC ($171.0M).
- Company
- First Trust Long/Short Eqty
- CUSIP
- 33739P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $13.9M |
| Exits | 17 | $15.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,572,025 shares bought and 1,156,083 shares sold, net +415,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Morgan Stanley | 0.02% | Add +1.1% | 5,309,982 | $373.6M |
| Royal Bank of Canada | 0.03% | Add +2.3% | 2,606,322 | $183.4M |
| LPL Financial LLC | 0.05% | Add +1.4% | 2,430,647 | $171.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.6% | 2,248,283 | $158.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.2% | 611,993 | $43.1M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 597,455 | $42.0M |
| Cetera Investment Advisers | 0.04% | Add +5.7% | 583,922 | $41.1M |
| Assetmark, Inc. | 0.08% | Add +9.3% | 555,229 | $39.1M |
| CENTRAL TRUST Co | 0.65% | Add +10.8% | 468,069 | $32.9M |
| Truist Financial Corp. | 0.04% | Reduce -9.0% | 430,547 | $30.3M |
| Merit Financial Group, LLC | 0.22% | Add +71.2% | 419,457 | $29.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +25.7% | 353,315 | $24.9M |
| VestGen Advisors, LLC | 0.66% | Add +8.4% | 318,438 | $23.6M |
| Stifel Financial Corp. | 0.02% | Reduce -8.7% | 300,709 | $21.2M |
| Cornerstone Planning Group LLC | 2.32% | Add +8.3% | 235,621 | $17.4M |
| First Trust Advisors LP | 0.01% | Add +71.7% | 223,206 | $15.7M |
| Hobart Private Capital, LLC | 2.82% | Reduce -33.6% | 203,832 | $14.3M |
| EdgeRock Capital LLC | 3.84% | Reduce -1.7% | 201,486 | $14.2M |
| HighTower Advisors, LLC | 0.01% | Add +21.1% | 191,074 | $13.4M |
| Ethos Financial Group, LLC | 0.98% | Add +3.9% | 189,146 | $13.3M |
| Proactive Wealth Strategies LLC | 2.41% | Add +106.2% | 182,051 | $12.8M |
| Equitable Holdings, Inc. | 0.08% | Add +99.2% | 166,035 | $11.8M |
| Cwm, LLC | 0.03% | Reduce -5.9% | 155,141 | $10.9M |
| Cardinal Point Capital Management ULC | 0.64% | Add +8.7% | 147,400 | $10.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +17.2% | 144,729 | $10.2M |
| Centric Wealth Management | 1.94% | Reduce -1.9% | 132,533 | $9.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -35.9% | 135,773 | $9.6M |
| Advisory Services Network, LLC | 0.13% | Add +11.3% | 134,770 | $9.5M |
| WealthPlan Investment Management, LLC | 0.52% | Reduce -28.2% | 133,010 | $9.4M |
| IHT Wealth Management, LLC | 0.21% | Add +2.1% | 126,792 | $8.9M |
| Private Advisor Group, LLC | 0.04% | Add +0.8% | 121,009 | $8.5M |
| Financial Enhancement Group LLC | 1.03% | Reduce -2.0% | 114,226 | $8.3M |
| Cerity Partners LLC | 0.01% | Add +114.9% | 104,098 | $7.3M |
| Fifth Third Bancorp | 0.01% | New | 103,699 | $7.3M |
| Kingswood Wealth Advisors, LLC | 0.34% | Reduce -13.6% | 101,043 | $7.1M |
| IMG Wealth Management, Inc. | 4.35% | Add +9.7% | 96,898 | $6.8M |
| Philip James Wealth Mangement, LLC | 0.79% | Reduce -30.3% | 92,448 | $6.5M |
| Live Oak Investment Partners | 3.80% | Add +4.8% | 91,560 | $6.4M |
| LCNB Corp. | 2.14% | Add +20.5% | 90,412 | $6.4M |
| Kingsview Wealth Management, LLC | 0.09% | Add +1.6% | 89,908 | $6.3M |
| FOCUS Wealth Advisors, LLC | 3.05% | Reduce -5.1% | 88,810 | $6.2M |
| Brio Consultants, LLC | 0.73% | Reduce -2.1% | 80,858 | $6.0M |
| Benjamin Edwards Inc. | 0.06% | Add +5.7% | 82,334 | $5.8M |
| Wedbush Securities Inc. | 0.16% | Reduce -3.5% | 79,801 | $5.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -5.5% | 79,623 | $5.6M |
| MML Investors Services, LLC | 0.02% | Reduce -13.8% | 77,195 | $5.4M |
| RFG Advisory, LLC | 0.10% | Add +155.9% | 76,412 | $5.4M |
| Kovack Advisors, Inc. | 0.28% | Add +5.1% | 76,921 | $5.3M |
| WealthPLAN Partners, LLC | 0.96% | Reduce -26.8% | 70,201 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +1.6% | 69,560 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +10.8% | 68,470 | $4.8M |
| Koshinski Asset Management, Inc. | 0.30% | Reduce -7.7% | 67,649 | $4.8M |
| Golden State Wealth Management, LLC | 0.49% | Add +0.2% | 63,951 | $4.5M |
| Richmond Investment Services, LLC | 0.72% | Reduce -3.5% | 63,524 | $4.5M |
| Captrust Financial Advisors | 0.01% | Reduce -7.5% | 62,813 | $4.4M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +3.0% | 61,447 | $4.3M |
| Prostatis Group LLC | 1.10% | Add +1.9% | 61,050 | $4.3M |
| Guilbault Capital LLC | 4.69% | Reduce -2.1% | 60,791 | $4.3M |
| Seeds Investor LLC | 0.56% | Add +22.8% | 56,792 | $4.1M |
| Gateway Wealth Partners, LLC | 0.16% | Add +182.6% | 58,064 | $4.1M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -1.3% | 57,519 | $4.0M |
| Mariner, LLC | 0.00% | Reduce -65.4% | 53,960 | $3.8M |
| Viawealth, LLC | 2.08% | Reduce -13.9% | 53,128 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -20.9% | 52,643 | $3.7M |
| LFA - Lugano Financial Advisors SA | 1.86% | Reduce -12.2% | 52,078 | $3.7M |
| Stegent Equity Advisors, Inc. | 3.07% | Reduce -0.3% | 51,175 | $3.6M |
| Harbour Investments, Inc. | 0.05% | Reduce -6.3% | 49,835 | $3.5M |
| Center For Asset Management LLC | 1.72% | Add +17.9% | 49,229 | $3.5M |
| Asset Allocation Strategies LLC | 0.60% | Add +10.5% | 47,831 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Add +1.1% | 45,693 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.5% | 43,736 | $3.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +9.3% | 43,458 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.2% | 43,109 | $3.0M |
| Simplicity Wealth,LLC | 0.17% | Add +34.3% | 42,693 | $3.0M |
| Bank of Montreal | 0.00% | Add +626.3% | 42,126 | $3.0M |
| MSH Capital Advisors LLC | 0.59% | Add +11.1% | 39,536 | $2.8M |
| Advisor OS, LLC | 0.20% | Reduce -36.9% | 39,419 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +8.8% | 39,038 | $2.7M |
| Sigma Planning Corp | 0.08% | Add +0.6% | 38,410 | $2.7M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -0.5% | 37,807 | $2.7M |
| Keating Financial Advisory Services, Inc. | 0.42% | Add +9.4% | 36,799 | $2.6M |
| Frederick Financial Consultants, LLC | 1.25% | Add +9.2% | 35,603 | $2.5M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.8% | 35,249 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.9% | 35,212 | $2.5M |
| SMART Wealth LLC | 0.72% | Add +17.9% | 34,755 | $2.4M |
| Fairway Wealth LLC | 0.62% | Add +1.9% | 33,329 | $2.3M |
| Sowell Financial Services LLC | 0.09% | Add +10.0% | 33,144 | $2.3M |
| Old National Bancorp | 0.04% | Add +3.4% | 31,435 | $2.2M |
| Summit Financial, LLC | 0.03% | Reduce -11.2% | 30,788 | $2.2M |
| Independent Advisor Alliance | 0.02% | New | 30,446 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.3% | 29,940 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +6.5% | 29,675 | $2.1M |
| KMG Fiduciary Partners, LLC | 0.15% | Add +12.6% | 29,247 | $2.1M |
| Montis Financial, LLC | 0.41% | Add +29.1% | 28,394 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +116.4% | 28,365 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -0.6% | 26,668 | $1.9M |
| Stillwater Private Wealth, LLC | 1.55% | — | 26,096 | $1.8M |
| LaSalle St. Investment Advisors, LLC | 0.25% | Add +5.9% | 25,541 | $1.8M |
| Legacy Capital Wealth Partners, LLC | 0.35% | Reduce -2.8% | 24,413 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +2.3% | 24,067 | $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.