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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
BEI
51
Benjamin Edwards Inc
Missouri
$4.56M +$766K +11,352 +21%
LFASL
52
Lugano Financial Advisors SA (LFA)
Switzerland
$4.32M -$174K -2,574 -4%
AssetMark Inc
53
AssetMark Inc
California
$4.29M -$863K -12,801 -17%
IWC
54
Integrated Wealth Concepts
Massachusetts
$4.24M -$395K -5,855 -9%
PG
55
Prostatis Group
Maryland
$4.17M +$277K +4,109 +7%
CW
56
CreativeOne Wealth
Kansas
$4.12M -$207K -3,075 -5%
LC
57
LCNB Corp
Ohio
$4.08M +$813K +12,048 +26%
Cerity Partners
58
Cerity Partners
New York
$3.9M +$27.3K +405 +0.7%
AFP
59
Ausdal Financial Partners
Iowa
$3.8M +$236K +3,503 +7%
HI
60
Harbour Investments
Wisconsin
$3.72M -$3.07M -45,470 -46%
SEA
61
Stegent Equity Advisors
Texas
$3.69M -$565K -8,378 -14%
ASN
62
Advisory Services Network
Georgia
$3.67M +$474K +7,032 +15%
SPIA
63
Steward Partners Investment Advisory
New York
$3.42M +$76.7K +1,137 +2%
BAM
64
Belpointe Asset Management
Nevada
$3.33M -$775K -11,486 -19%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$3.01M -$16.9K -250 -0.6%
AAS
66
Asset Allocation Strategies
Michigan
$2.92M +$336K +4,975 +14%
SPC
67
Sigma Planning Corp
Michigan
$2.9M -$497K -7,365 -15%
KAS
68
Kestra Advisory Services
Texas
$2.86M -$216K -3,198 -7%
RIS
69
Richmond Investment Services
Wisconsin
$2.81M +$48.1K +713 +2%
OC
70
Oppenheimer & Co
New York
$2.68M -$948K -14,052 -27%
ONB
71
Old National Bancorp
Indiana
$2.62M -$49.4K -732 -2%
DWM
72
Darwin Wealth Management
Florida
$2.61M +$132K +1,952 +6%
MCA
73
MSH Capital Advisors
Arizona
$2.59M +$999K +14,811 +67%
WIA
74
World Investment Advisors
California
$2.54M +$147K +2,175 +6%
GRP
75
Global Retirement Partners
California
$2.49M -$14.6K -216 -0.6%

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.