First Trust Long/Short EqtyFTLSETF
13F holders, Q2 2026 (June 30)268holders +6
27new positions
20sold out
$73.39avg. 13F price*
At the end of Q2 2026, 268 institutions reported holding First Trust Long/Short Eqty (FTLS) in their 13F filings, up 6 from Q1 2026. 27 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($436.9M), Royal Bank of Canada ($197.4M) and Ameriprise Financial Inc. ($179.0M).
- Company
- First Trust Long/Short Eqty
- CUSIP
- 33739P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $13.1M |
| Exits | 20 | $13.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,664,150 shares bought and 1,001,641 shares sold, net +1,662,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Morgan Stanley | 0.02% | Add +11.5% | 5,920,396 | $436.9M |
| Royal Bank of Canada | 0.03% | Add +2.6% | 2,674,842 | $197.4M |
| Ameriprise Financial Inc. | 0.04% | Add +7.9% | 2,425,673 | $179.0M |
| LPL Financial LLC | 0.04% | Reduce -2.5% | 2,369,228 | $174.8M |
| First Trust Advisors LP | 0.04% | Add +272.7% | 831,838 | $61.4M |
| Raymond James Financial Inc. | 0.01% | Add +4.2% | 622,277 | $45.9M |
| Assetmark, Inc. | 0.07% | Add +5.5% | 585,764 | $43.2M |
| Cetera Investment Advisers | 0.04% | Reduce -3.3% | 564,536 | $41.7M |
| Merit Financial Group, LLC | 0.24% | Add +26.0% | 528,335 | $39.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -22.8% | 472,698 | $34.9M |
| CENTRAL TRUST Co | 0.62% | Reduce -0.7% | 464,614 | $34.3M |
| Truist Financial Corp. | 0.04% | Add +2.0% | 439,134 | $32.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +6.2% | 375,039 | $27.7M |
| VestGen Advisors, LLC | 0.74% | Add +7.0% | 340,744 | $25.1M |
| Stifel Financial Corp. | 0.02% | Add +2.3% | 307,522 | $22.7M |
| Cornerstone Planning Group LLC | 2.32% | Add +3.6% | 244,171 | $18.4M |
| Hobart Private Capital, LLC | 2.76% | Add +6.9% | 217,929 | $16.1M |
| EdgeRock Capital LLC | 3.53% | Add +4.7% | 210,937 | $15.6M |
| Private Advisor Group, LLC | 0.06% | Add +56.4% | 189,221 | $14.0M |
| Proactive Wealth Strategies LLC | 2.15% | Reduce -0.3% | 181,593 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +23.9% | 179,303 | $13.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.9% | 174,029 | $12.8M |
| Equitable Holdings, Inc. | 0.07% | Add +1.9% | 169,136 | $12.5M |
| Ethos Financial Group, LLC | 0.83% | Reduce -12.2% | 166,114 | $12.3M |
| Osaic Holdings, Inc. | 0.01% | Add +14.9% | 156,037 | $11.5M |
| Cardinal Point Capital Management ULC | 0.64% | Add +4.3% | 153,708 | $11.3M |
| Centric Wealth Management | 1.51% | No change | 132,533 | $9.7M |
| Advisory Services Network, LLC | 0.11% | Reduce -2.4% | 131,504 | $9.7M |
| IHT Wealth Management, LLC | 0.20% | Reduce -0.6% | 126,048 | $9.3M |
| Financial Enhancement Group LLC | 0.99% | Reduce -1.5% | 112,472 | $8.3M |
| WealthPlan Investment Management, LLC | 0.40% | Reduce -18.7% | 108,101 | $8.0M |
| Kingswood Wealth Advisors, LLC | 0.31% | Add +4.2% | 105,271 | $7.8M |
| Fifth Third Bancorp | 0.01% | Reduce -2.2% | 101,404 | $7.5M |
| RFG Advisory, LLC | 0.12% | Add +32.5% | 101,273 | $7.5M |
| IMG Wealth Management, Inc. | 4.15% | Add +4.3% | 101,025 | $7.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +38.3% | 94,664 | $7.0M |
| Live Oak Investment Partners | 3.75% | Add +3.2% | 94,513 | $7.0M |
| FOCUS Wealth Advisors, LLC | 3.12% | Add +2.7% | 91,195 | $6.7M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +277.3% | 90,698 | $6.7M |
| Philip James Wealth Mangement, LLC | 0.76% | Reduce -3.7% | 88,991 | $6.6M |
| MML Investors Services, LLC | 0.01% | Add +9.7% | 84,645 | $6.2M |
| LCNB Corp. | 1.90% | Reduce -7.2% | 83,934 | $6.2M |
| Brio Consultants, LLC | 0.71% | Add +1.7% | 82,219 | $6.1M |
| Wedbush Securities Inc. | 0.15% | Reduce -0.4% | 79,497 | $5.9M |
| Brookwood Investment Group LLC | 0.67% | Add +457.8% | 78,135 | $5.8M |
| Seeds Investor LLC | 0.54% | Add +24.8% | 70,890 | $5.2M |
| Kovack Advisors, Inc. | 0.24% | Reduce -13.4% | 66,635 | $4.9M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -1.8% | 66,458 | $4.9M |
| Prostatis Group LLC | 1.11% | Add +5.4% | 64,353 | $4.7M |
| Golden State Wealth Management, LLC | 0.43% | Reduce -1.0% | 63,314 | $4.7M |
| Captrust Financial Advisors | 0.01% | Reduce -0.5% | 62,500 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -22.3% | 61,895 | $4.6M |
| Harbour Investments, Inc. | 0.06% | Add +22.0% | 60,812 | $4.5M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -2.4% | 59,969 | $4.4M |
| Cerity Partners LLC | 0.01% | Reduce -45.2% | 57,066 | $4.2M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -37.2% | 56,432 | $4.2M |
| Guilbault Capital LLC | 4.15% | Reduce -7.9% | 56,000 | $4.1M |
| Simplicity Wealth,LLC | 0.14% | Add +29.6% | 55,347 | $4.1M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -4.0% | 55,236 | $4.1M |
| Independent Financial Group, LLC | 0.07% | Add +147.8% | 53,019 | $3.9M |
| Stegent Equity Advisors, Inc. | 2.71% | Add +0.2% | 51,297 | $3.8M |
| Center For Asset Management LLC | 1.65% | Add +2.3% | 50,335 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.4% | 49,253 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -28.5% | 49,729 | $3.7M |
| LFA - Lugano Financial Advisors SA | 2.20% | Reduce -0.5% | 51,811 | $3.7M |
| Arax Advisory Partners | 0.02% | Add +156.8% | 46,830 | $3.5M |
| MSH Capital Advisors LLC | 0.60% | Add +17.3% | 46,376 | $3.4M |
| Global Retirement Partners, LLC | 0.05% | — | 46,289 | $3.4M |
| WealthPLAN Partners, LLC | 0.65% | Reduce -34.5% | 45,999 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +17.2% | 45,758 | $3.4M |
| Advisor OS, LLC | 0.22% | Add +15.2% | 45,397 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +50.7% | 45,132 | $3.3M |
| Bank of Montreal | 0.00% | Add +4.6% | 44,072 | $3.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.3% | 43,603 | $3.2M |
| Asset Allocation Strategies LLC | 0.49% | Reduce -10.6% | 42,774 | $3.2M |
| Benjamin Edwards Inc. | 0.03% | Reduce -48.7% | 42,222 | $3.1M |
| Diversify Advisory Services, LLC | 0.05% | New | 40,933 | $3.1M |
| Diversify Wealth Management, LLC | 0.05% | New | 40,933 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.5% | 40,750 | $3.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +5.5% | 39,871 | $2.9M |
| Frederick Financial Consultants, LLC | 1.21% | Add +8.8% | 38,723 | $2.9M |
| Keating Financial Advisory Services, Inc. | 0.37% | Add +2.1% | 37,591 | $2.8M |
| Sigma Planning Corp | 0.07% | Reduce -3.1% | 37,212 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.5% | 37,132 | $2.7M |
| Forum Finance Group S.A. | 0.93% | Add +319.9% | 43,539 | $2.6M |
| Fairway Wealth LLC | 0.57% | Add +1.3% | 33,745 | $2.5M |
| Old National Bancorp | 0.05% | Add +4.0% | 32,681 | $2.4M |
| Mutual Advisors, LLC | 0.05% | Reduce -7.3% | 32,672 | $2.4M |
| Summit Financial, LLC | 0.03% | Add +5.3% | 32,436 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +67.6% | 32,048 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -31.9% | 31,139 | $2.3M |
| Sowell Financial Services LLC | 0.07% | Reduce -7.8% | 30,569 | $2.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -30.8% | 30,281 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -1.1% | 29,341 | $2.2M |
| SMART Wealth LLC | 0.46% | Reduce -16.2% | 29,117 | $2.1M |
| Viawealth, LLC | 1.07% | Reduce -45.9% | 28,742 | $2.1M |
| Montis Financial, LLC | 0.43% | Add +0.4% | 28,504 | $2.1M |
| Signal Advisors Wealth, LLC | 0.10% | Add +23.3% | 26,944 | $2.0M |
| Laurel Oak Wealth Management, LLC | 0.29% | Add +96.1% | 26,678 | $2.0M |
| AE Wealth Management LLC | 0.01% | Reduce -8.0% | 26,089 | $1.9M |
| LaSalle St. Investment Advisors, LLC | 0.23% | Reduce -1.5% | 25,152 | $1.9M |
| Legacy Capital Wealth Partners, LLC | 0.35% | Add +1.6% | 24,816 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -7.8% | 24,581 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +9.7% | 24,005 | $1.8M |
| Arq Wealth Advisors, LLC | 0.22% | New | 23,104 | $1.7M |
| Arwa LLC | 0.65% | Add +26.4% | 21,062 | $1.6M |
| World Investment Advisors | 0.02% | Reduce -6.1% | 20,538 | $1.4M |
| Cooper Financial Group | 0.12% | Reduce -0.8% | 19,430 | $1.4M |
| Parcion Private Wealth LLC | 0.08% | Add +1.9% | 19,243 | $1.4M |
| Moors & Cabot, Inc. | 0.05% | Add +45.2% | 19,050 | $1.4M |
| Axxcess Wealth Management, LLC | 0.02% | New | 18,469 | $1.4M |
| Darwin Wealth Management, LLC | 0.37% | Add +1.1% | 18,468 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +7.7% | 18,346 | $1.4M |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -68.5% | 18,283 | $1.3M |
| Entelevest, LLC | 1.14% | Add +10.0% | 17,702 | $1.3M |
| Avior Wealth Management, LLC | 0.03% | Add +0.2% | 17,643 | $1.3M |
| Fiscal Wisdom Wealth Management, LLC | 1.08% | Add +14.3% | 17,236 | $1.3M |
| Maia Wealth LLC | 0.19% | Reduce -5.3% | 17,142 | $1.3M |
| Meadow Creek Wealth Advisors LLC | 0.75% | Add +3.3% | 16,641 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +47.4% | 16,292 | $1.2M |
| Patten Group, Inc. | 0.18% | Reduce -11.8% | 16,049 | $1.2M |
| IFP Advisors, Inc | 0.02% | Reduce -29.9% | 15,734 | $1.2M |
| Silver Oak Securities, Incorporated | 0.07% | Add +19.8% | 15,683 | $1.2M |
| StoneX Group Inc. | 0.04% | Add +38.4% | 14,214 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +77.7% | 14,184 | $1.0M |
| Citizens Financial Group Inc. | 0.01% | Reduce -23.4% | 13,985 | $1.0M |
| Global Wealth Strategies & Associates | 0.19% | Add +8.5% | 13,876 | $1.0M |
| City Center Advisors, LLC | 0.82% | Reduce -0.2% | 13,798 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +3.4% | 13,758 | $1.0M |
| RiverTree Advisors, LLC | 0.60% | Reduce -0.8% | 13,727 | $1.0M |
| Twelve Points Wealth Management LLC | 0.19% | Add +13.9% | 13,065 | $964K |
| Greenwood Capital Associates LLC | 0.09% | Add +78.6% | 12,930 | $954K |
| HUB Investment Partners, LLC | 0.02% | No change | 12,682 | $936K |
| Ameritas Advisory Services, LLC | 0.02% | Add +114.9% | 12,519 | $924K |
| Stillwater Private Wealth, LLC | 0.60% | Reduce -53.6% | 12,104 | $921K |
| Balboa Wealth Partners | 0.13% | Add +10.4% | 12,434 | $918K |
| Rothschild Investment LLC | 0.03% | No change | 12,278 | $906K |
| Modern Wealth Management, LLC | 0.01% | Add +1.1% | 11,956 | $882K |
| Compound Planning, Inc. | 0.02% | Reduce -13.7% | 11,703 | $864K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.3% | 11,582 | $855K |
| Lanark Financial, Inc. | 0.06% | Add +5.1% | 11,468 | $846K |
| Harvest Investment Services, LLC | 0.12% | Add +0.2% | 10,860 | $801K |
| Crux Wealth Advisors | 0.28% | Add +1.6% | 10,825 | $799K |
| GeoWealth Management, LLC | 0.02% | Reduce -22.4% | 10,194 | $752K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.8% | 10,013 | $739K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 9,779 | $722K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.0% | 9,331 | $689K |
| Reyes Financial Architecture, Inc. | 0.35% | Add +575.6% | 8,580 | $633K |
| Prospera Financial Services Inc | 0.01% | Reduce -34.9% | 8,364 | $618K |
| NewEdge Wealth, LLC | 0.01% | Add +3.1% | 8,370 | $618K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.2% | 8,323 | $614K |
| Hyundai Investments Co., Ltd. | 0.66% | Reduce -4.4% | 8,273 | $609K |
| Avaii Wealth Management, LLC | 0.18% | Add +27.7% | 8,110 | $599K |
| Fifth Third Securities, Inc. | 0.03% | Add +3.7% | 8,100 | $598K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.5% | 7,863 | $580K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.9% | 7,699 | $568K |
| Iams Wealth Management, LLC | 0.17% | Add +11.3% | 7,553 | $557K |
| Vise Technologies, Inc. | 0.01% | Add +0.1% | 7,456 | $550K |
| Provident Wealth Management, LLC | 0.14% | Reduce -3.9% | 7,321 | $540K |
| PFG Advisors | 0.03% | Add +6.7% | 7,297 | $539K |
| HBW Advisory Services LLC | 0.05% | Add +0.6% | 6,881 | $508K |
| Savant Capital, LLC | 0.00% | Add +0.1% | 6,863 | $506K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +5.0% | 6,485 | $479K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.9% | 6,418 | $474K |
| Western Wealth Management, LLC | 0.02% | Add +0.0% | 6,277 | $463K |
| First Citizens Bank & Trust Co. | 0.01% | Add +49.0% | 5,990 | $442K |
| IFG Advisory, LLC | 0.02% | New | 5,844 | $431K |
| Carlson Financial, Inc. | 0.21% | Reduce -6.4% | 5,714 | $422K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 5,408 | $398K |
| Tempo Wealth, LLC | 0.06% | Add +0.3% | 5,371 | $396K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -43.8% | 5,348 | $395K |
| Xcelsior Advisor Partners LLC | 0.05% | New | 5,212 | $385K |
| Financial Designs Corp | 0.20% | Add +23.1% | 5,062 | $374K |
| Richmond Investment Services, LLC | 0.12% | Reduce -92.2% | 4,936 | $364K |
| Morey & Quinn Wealth Partners, LLC | 0.23% | No change | 4,769 | $352K |
| Centaurus Financial, Inc. | 0.01% | No change | 4,697 | $347K |
| Hilltop Holdings Inc. | 0.03% | No change | 4,699 | $347K |
| Novem Group | 0.04% | Add +0.6% | 4,684 | $346K |
| Amara Financial, Llc. | 0.20% | No change | 4,572 | $337K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.8% | 4,417 | $326K |
| Per Stirling Capital Management, LLC. | 0.03% | New | 4,397 | $324K |
| Atria Investments, Inc | 0.00% | Reduce -62.1% | 4,396 | $324K |
| Earned Wealth Advisors, LLC | 0.02% | Reduce -12.1% | 4,363 | $322K |
| NCM Capital Management, LLC | 0.10% | New | 4,327 | $319K |
| FSB Premier Wealth Management, Inc. | 0.09% | Reduce -0.4% | 4,309 | $318K |
| Belpointe Asset Management LLC | 0.01% | Reduce -65.3% | 4,281 | $316K |
| Capital Analysts, LLC | 0.01% | Reduce -4.0% | 4,249 | $314K |
| RFP Financial Group LLC | 0.14% | New | 4,177 | $308K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,181 | $308K |
| Pinnacle Family Advisors, LLC | 0.13% | Add +0.9% | 4,085 | $301K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -73.0% | 3,791 | $280K |
| L.K. Benson & Company, P.C. | 0.08% | No change | 3,791 | $280K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -42.8% | 3,681 | $272K |
| International Assets Investment Management, LLC | 0.02% | Add +14.3% | 3,661 | $270K |
| HRT Financial LP | 0.00% | New | 3,653 | $269K |
| Patten & Patten Inc. | 0.01% | No change | 3,627 | $268K |
| White Knight Strategic Wealth Advisors, LLC | 0.19% | New | 3,589 | $265K |
| Money Concepts Capital Corp. | 0.01% | No change | 3,521 | $260K |
| Dunhill Financial, LLC | 0.05% | No change | 3,500 | $258K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 3,397 | $251K |
| Wood Tarver Financial Group, LLC | 0.06% | Add +0.2% | 3,378 | $249K |
| Apollon Financial, LLC | 0.03% | New | 3,169 | $234K |
| Norris Financial Group, LLC | 0.09% | No change | 3,084 | $228K |
| Trustmark Bank Trust Department | 0.01% | No change | 3,062 | $226K |
| Wellington-Altus USA Inc. | 0.16% | Reduce -83.9% | 3,202 | $225K |
| Sage Mountain Advisors LLC | 0.01% | No change | 3,040 | $224K |
| &partners | 0.00% | New | 3,020 | $223K |
| Triad Wealth Partners, LLC | 0.01% | Reduce -2.5% | 2,920 | $219K |
| Maripau Wealth Management LLC | 0.08% | Reduce -0.9% | 2,896 | $214K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,888 | $213K |
| Runnymede Capital Advisors, Inc. | 0.13% | No change | 2,857 | $211K |
| J.Safra Asset Management Corp | 0.01% | Add +6.7% | 2,844 | $210K |
| Capital Management Associates, Inc | 0.04% | New | 2,840 | $210K |
| BlueChip Wealth Advisors LLC | 0.08% | New | 2,823 | $208K |
| Graney & King, LLC | 0.07% | Add +0.0% | 2,820 | $208K |
| Able Wealth Management LLC | 0.05% | Reduce -15.2% | 2,783 | $205K |
| Titleist Asset Management, LLC | 0.01% | New | 2,744 | $202K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -12.3% | 2,529 | $187K |
| BlackRock, Inc. | 0.00% | Add +32.3% | 2,256 | $166K |
| Private Trust Co. NA | 0.01% | Add +21.4% | 2,183 | $161K |
| Institute for Wealth Management, LLC. | 0.01% | New | 2,002 | $148K |
| UBS Group AG | 0.00% | No change | 1,998 | $147K |
| Rossby Financial, LCC | 0.03% | Add +12.3% | 1,901 | $140K |
| National Bank of Canada | 0.00% | Add +11.1% | 1,813 | $133K |
| Compass Financial Management LLC | 0.01% | — | 1,522 | $112K |
| CoreCap Advisors, LLC | 0.00% | Add +14.5% | 1,461 | $108K |
| Ascentis Independent Advisors | 0.29% | Reduce -93.4% | 1,453 | $107K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,444 | $106K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,400 | $103K |
| GAMMA Investing LLC | 0.00% | No change | 1,347 | $99K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,184 | $87K |
| Synergy Investment Management, LLC | 0.02% | No change | 1,148 | $85K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1,062 | $78K |
| Salem Investment Counselors Inc. | 0.00% | No change | 971 | $72K |
| US Bancorp \de | 0.00% | No change | 946 | $70K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 734 | $54K |
| Allworth Financial LP | 0.00% | No change | 663 | $49K |
| Tucker Asset Management LLC | 0.01% | Reduce -63.5% | 657 | $48K |
| CX Institutional | 0.00% | Reduce -5.7% | 545 | $40K |
| Burkett Financial Services, LLC | 0.01% | Add +7.3% | 429 | $32K |
| Tidemark, LLC | 0.01% | No change | 409 | $30K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +7.0% | 400 | $30K |
| Coppell Advisory Solutions LLC | 0.00% | New | 144,422 | $29K |
| Park Place Capital Corp | 0.00% | No change | 357 | $26K |
| Blue Trust, Inc. | 0.00% | New | 266 | $20K |
| Philadelphia Investment Partners, LLC | 0.01% | No change | 203 | $15K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 171 | $13K |
| Spire Wealth Management | 0.00% | Add +16.4% | 163 | $12K |
| SHP Wealth Management | 0.00% | No change | 160 | $12K |
| FMR LLC | 0.00% | New | 150 | $11K |
| NFSG Corp | 0.00% | No change | 144 | $11K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 136 | $10K |
| SBI Securities Co., Ltd. | 0.00% | Add +61.5% | 134 | $10K |
| Evolution Wealth Management Inc. | 0.01% | New | 131 | $10K |
| Joseph Group Capital Management | 0.00% | Reduce -2.3% | 126 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 117 | $9K |
| Decker Retirement Planning Inc. | 0.00% | New | 109 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 100 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 65 | $5K |
| Abound Wealth Management | 0.00% | No change | 49 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 46 | $3K |
| Alerus Financial NA | 0.00% | No change | 43 | $3K |
| SJS Investment Consulting Inc. | 0.00% | New | 30 | $2K |
| Wagner Wealth Management, LLC | 0.00% | No change | 21 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 20 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | — | 13 | $959 |
| Strive Financial Group ,LLC | 0.00% | New | 6 | $443 |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -77.8% | 4 | $297 |
"% 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.