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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
SF
76
Summit Financial
New Jersey
$2.45M +$2.36M +34,976 New
MA
77
Mutual Advisors
Nebraska
$2.41M +$2.33M +34,600 New
DAS
78
Dynamic Advisor Solutions
Arizona
$2.31M +$230K +3,407 +12%
Citadel Advisors
79
Citadel Advisors
Florida
$2.2M +$2.12M +31,413 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$2.17M +$352K +5,218 +20%
FFC
81
Frederick Financial Consultants
Maryland
$2.11M +$253K +3,746 +14%
SFS
82
Sowell Financial Services
Arkansas
$2.09M -$5.27M -78,188 -72%
FW
83
Fairway Wealth
Ohio
$2.03M +$33.4K +495 +2%
SA
84
Sanctuary Advisors
Indiana
$1.92M +$93.2K +1,382 +5%
SEIA
85
Signature Estate & Investment Advisors
California
$1.88M -$77.1K -1,143 -4%
SW
86
Simplicity Wealth
New Jersey
$1.83M -$1.85M -27,374 -51%
AO
87
Advisor OS
Illinois
$1.83M +$563K +8,344 +47%
RA
88
RFG Advisory
Alabama
$1.83M +$11.7K +174 +0.7%
KFP
89
KMG Fiduciary Partners
Ohio
$1.82M +$45.7K +677 +3%
IA
90
IFP Advisors
Florida
$1.8M +$27K +400 +2%
CFG
91
Citizens Financial Group
Rhode Island
$1.74M +$272K +4,035 +19%
MW
92
Maia Wealth
Colorado
$1.7M -$105K -1,552 -6%
SW
93
SMART Wealth
Nebraska
$1.68M +$249K +3,696 +18%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$1.67M +$66.6K +988 +4%
SWA
95
Stratos Wealth Advisors
Ohio
$1.66M -$150K -2,217 -9%
Mariner
96
Mariner
Kansas
$1.65M +$685K +10,158 +75%
LSIA
97
LaSalle St. Investment Advisors
Illinois
$1.64M -$45.7K -678 -3%
PG
98
Patten Group
Tennessee
$1.61M -$445K -6,604 -22%
GSEP
99
Golden State Equity Partners
California
$1.56M +$323K +4,791 +27%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$1.5M -$15K -223 -1%

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.