We are live on ! Find out more
FTLS icon

First Trust Long/Short Equity ETF

231 hedge funds and large institutions have $1.61B invested in First Trust Long/Short Equity ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% less funds holding

Funds holding: 233231 (-2)

2% less capital invested

Capital invested by funds: $1.65B → $1.61B (-$40.6M)

1.99% less ownership

Funds ownership: 81.97%79.98% (-2%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
231
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.03%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
22
Increased
104
Reduced
88
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$8.38M -$437K -6,478 -5%
FEG
27
Financial Enhancement Group
Indiana
$8.17M +$6.74K +100 +0.1%
FHA
28
Flagship Harbor Advisors
Massachusetts
$8.04M +$497K +7,370 +7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8M +$1.4M +20,793 +22%
KWA
30
Kingswood Wealth Advisors
California
$7.92M +$3.05M +45,234 +67%
Comerica Bank
31
Comerica Bank
Texas
$7.22M -$8.96M -132,921 -56%
WP
32
WealthPLAN Partners
Nebraska
$7.2M +$110K +1,634 +2%
First Trust Advisors
33
First Trust Advisors
Illinois
$6.78M +$2.02M +29,903 +45%
MFG
34
Merit Financial Group
Georgia
$6.61M +$4.3M +63,746 +208%
FWA
35
FOCUS Wealth Advisors
Texas
$6.51M +$94.3K +1,399 +2%
PWS
36
Proactive Wealth Strategies
Georgia
$6.21M +$116K +1,719 +2%
MML Investors Services
37
MML Investors Services
Massachusetts
$6.07M +$80.7K +1,196 +1%
BCI
38
Brinker Capital Investments
Pennsylvania
$6.04M -$206K -3,059 -3%
LOIP
39
Live Oak Investment Partners
Texas
$5.96M +$644K +9,549 +13%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$5.95M +$578K +8,575 +11%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$5.83M +$1.83M +27,174 +48%
BC
42
Brio Consultants
California
$5.76M -$140K -2,080 -2%
IWM
43
IMG Wealth Management
Florida
$5.57M +$530K +7,854 +11%
EH
44
Equitable Holdings
New York
$5.4M +$593K +8,799 +13%
KWM
45
Kingsview Wealth Management
Oregon
$5.38M +$1.36M +20,123 +35%
GSWM
46
Golden State Wealth Management
California
$5.29M +$349K +5,171 +7%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$5.12M -$155K -2,292 -3%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$4.74M +$27.4K +407 +0.6%
V
49
ViaWealth
Kansas
$4.65M -$269K -3,987 -6%
SWP
50
Stratos Wealth Partners
Ohio
$4.56M -$974K -14,442 -18%

FTLS Hedge Fund Activity: Q3 2025 in Review

231 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q3 2025, worth a combined $1.61B — down 2.5% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FTLS positions and 21 closed out — a net gain of 1 holder — while 104 added to existing stakes and 88 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $4.3M. The largest seller was Morgan Stanley, cutting an estimated $65M.

  • 231 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q3 2025, down from 233 in Q2 2025.
  • Funds reported $1.61B of First Trust Long/Short Equity ETF stock for Q3 2025, down 2.5% quarter-over-quarter.
  • 22 funds opened new First Trust Long/Short Equity ETF positions in Q3 2025 and 21 closed out, a net change of +1 holder.
  • The largest First Trust Long/Short Equity ETF buyer in Q3 2025 was Merit Financial Group, an estimated $4.3M added.
  • The largest First Trust Long/Short Equity ETF seller in Q3 2025 was Morgan Stanley, an estimated $65M sold.

Based on aggregated 13F filings for Q3 2025.