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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
IFG
101
Independent Financial Group
California
$1.42M -$2.63K -39 -0.2%
ATPW
102
Ashton Thomas Private Wealth
Arizona
$1.4M +$249K +3,694 +23%
MF
103
Montis Financial
Massachusetts
$1.4M -$215K -3,191 -14%
CFG
104
Cooper Financial Group
California
$1.38M +$136K +2,020 +11%
SAW
105
Signal Advisors Wealth
Michigan
$1.35M +$195K +2,887 +18%
PPW
106
Parcion Private Wealth
Washington
$1.26M +$127K +1,890 +12%
SOS
107
Silver Oak Securities
Tennessee
$1.26M -$23.3K -346 -2%
KPWS
108
Kestra Private Wealth Services
Texas
$1.24M +$20.6K +305 +2%
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
$1.22M -$56.9K -843 -5%
PA
110
PFG Advisors
Arizona
$1.19M +$1.69K +25 +0.1%
NFG
111
Nations Financial Group
Iowa
$1.18M -$25.9K -384 -2%
CWM
112
Cornerstone Wealth Management
Missouri
$1.17M +$159K +2,361 +17%
NA
113
NewEdge Advisors
Louisiana
$1.15M -$171K -2,542 -13%
UBS Group
114
UBS Group
Switzerland
$1.14M -$1.99M -29,551 -64%
LCWP
115
Legacy Capital Wealth Partners
Arkansas
$1.14M +$145K +2,151 +15%
GWSA
116
Global Wealth Strategies & Associates
Colorado
$1.14M -$21.4K -318 -2%
AWM
117
Apollon Wealth Management
South Carolina
$1.13M -$824K -12,222 -43%
RA
118
RiverTree Advisors
Florida
$1.05M -$32.8K -486 -3%
IWM
119
IHT Wealth Management
Illinois
$1.02M +$28.9K +428 +3%
PFS
120
Prospera Financial Services
Texas
$973K -$68.2K -1,011 -7%
MCWA
121
Meadow Creek Wealth Advisors
Georgia
$973K +$58.1K +861 +6%
BIG
122
Brookwood Investment Group
Arizona
$943K +$82K +1,216 +10%
AWM
123
AE Wealth Management
Kansas
$928K +$50K +742 +6%
CWP
124
Cyndeo Wealth Partners
Florida
$912K +$5.39K +80 +0.6%
CCAL
125
City Center Advisors LLC
Michigan
$902K +$206K +3,062 +31%

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.