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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
CWM
126
Cornerstone Wealth Management
Missouri
$948K +$252K +3,918 +38%
IWM
127
IHT Wealth Management
Illinois
$940K -$944K -14,705 -51%
LCWP
128
Legacy Capital Wealth Partners
Arkansas
$935K -$45.9K -715 -5%
VT
129
Vise Technologies
New York
$918K +$889K +13,848 New
Mariner
130
Mariner
Kansas
$892K +$308K +4,792 +55%
MCWA
131
Meadow Creek Wealth Advisors
Georgia
$883K +$50.5K +787 +6%
CWP
132
Cyndeo Wealth Partners
Florida
$859K +$19K +296 +2%
CIA
133
Concurrent Investment Advisors
Florida
$859K -$456K -7,107 -35%
GWM
134
Geneos Wealth Management
Colorado
$854K -$652K -10,156 -44%
AAS
135
Ameritas Advisory Services
Nebraska
$845K -$588K -9,156 -42%
RIL
136
Rothschild Investment LLC
Illinois
$844K
OIA
137
OneDigital Investment Advisors
Kansas
$840K -$134K -2,088 -14%
AWM
138
AE Wealth Management
Kansas
$830K -$286K -4,453 -26%
AWS
139
Atria Wealth Solutions
New York
$816K -$1.78M -27,735 -69%
WWA
140
WCG Wealth Advisors
Nevada
$813K -$50.4K -785 -6%
BIG
141
Brookwood Investment Group
Arizona
$813K +$62.1K +967 +9%
AI
142
Atria Investments
North Carolina
$801K +$46.4K +722 +6%
TPWM
143
Twelve Points Wealth Management
Massachusetts
$795K +$47.3K +736 +7%
SG
144
StoneX Group
New York
$788K +$22K +343 +3%
AWM
145
Avaii Wealth Management
Wisconsin
$776K -$72.1K -1,122 -9%
GM
146
GeoWealth Management
Illinois
$750K -$4.37K -68 -0.6%
MSAM
147
Moloney Securities Asset Management
Missouri
$745K +$5.33K +83 +0.7%
Bank of America
148
Bank of America
North Carolina
$696K +$575K +8,948 +579%
HIS
149
Harvest Investment Services
Illinois
$695K -$1.99K -31 -0.3%
BWP
150
Balboa Wealth Partners
Arizona
$659K +$417K +6,500 +189%

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.