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First Trust Long/Short Equity ETF

233 hedge funds and large institutions have $1.65B invested in First Trust Long/Short Equity ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 113 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 87

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

4% more capital invested

Capital invested by funds: $1.58B → $1.65B (+$69.4M)

0% less funds holding

Funds holding: 234233 (-1)

0.63% less ownership

Funds ownership: 82.61%81.97% (-0.63%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
233
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.07%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
21
Increased
113
Reduced
87
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$4.48M -$26.5K -412 -0.6%
First Trust Advisors
52
First Trust Advisors
Illinois
$4.44M -$333K -5,185 -7%
IWC
53
Integrated Wealth Concepts
Massachusetts
$4.41M -$378K -5,891 -8%
LFASL
54
Lugano Financial Advisors SA (LFA)
Switzerland
$4.26M +$417K +6,498 +11%
CW
55
CreativeOne Wealth
Kansas
$4.11M +$130K +2,019 +3%
SEA
56
Stegent Equity Advisors
Texas
$4.05M -$85.2K -1,327 -2%
BAM
57
Belpointe Asset Management
Nevada
$3.92M -$575K -8,952 -13%
KWM
58
Kingsview Wealth Management
Oregon
$3.76M +$415K +6,469 +13%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$3.72M -$64.9K -1,011 -2%
PG
60
Prostatis Group
Maryland
$3.68M -$402K -6,254 -10%
Cerity Partners
61
Cerity Partners
New York
$3.67M +$1.3M +20,225 +58%
BEI
62
Benjamin Edwards Inc
Missouri
$3.56M +$1M +15,638 +41%
SW
63
Simplicity Wealth
New Jersey
$3.55M +$2.31M +36,003 +205%
OC
64
Oppenheimer & Co
New York
$3.47M +$353K +5,498 +12%
AL
65
ACAS LLC
California
$3.38M -$48K -747 -1%
AFP
66
Ausdal Financial Partners
Iowa
$3.37M +$250K +3,893 +8%
SPC
67
Sigma Planning Corp
Michigan
$3.24M -$950K -14,794 -23%
SPIA
68
Steward Partners Investment Advisory
New York
$3.17M -$2.33M -36,298 -43%
LC
69
LCNB Corp
Ohio
$3.06M -$210K -3,274 -7%
UBS Group
70
UBS Group
Switzerland
$3.04M -$357K -5,560 -11%
ASN
71
Advisory Services Network
Georgia
$3.03M +$279K +4,347 +11%
KAS
72
Kestra Advisory Services
Texas
$2.92M +$220K +3,424 +8%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$2.87M +$6.68K +104 +0.2%
LFA
74
Legacy Financial Advisors
Kentucky
$2.73M +$2.65M +41,250 New
RIS
75
Richmond Investment Services
Wisconsin
$2.62M +$1.3M +20,302 +106%

FTLS Hedge Fund Activity: Q2 2025 in Review

233 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Long/Short Equity ETF (FTLS) for Q2 2025, worth a combined $1.65B — up 4.4% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FTLS positions and 19 closed out — a net gain of 2 holders — while 113 added to existing stakes and 87 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $37.2M. The largest seller was JP Morgan Chase, cutting an estimated $48.5M.

  • 233 institutional investors held First Trust Long/Short Equity ETF (FTLS) as of Q2 2025, down from 234 in Q1 2025.
  • Funds reported $1.65B of First Trust Long/Short Equity ETF stock for Q2 2025, up 4.4% quarter-over-quarter.
  • 21 funds opened new First Trust Long/Short Equity ETF positions in Q2 2025 and 19 closed out, a net change of +2 holders.
  • The largest First Trust Long/Short Equity ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $37.2M added.
  • The largest First Trust Long/Short Equity ETF seller in Q2 2025 was JP Morgan Chase, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2025.