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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
RIL
126
Rothschild Investment LLC
Illinois
$890K
OIA
127
OneDigital Investment Advisors
Kansas
$886K
AI
128
Atria Investments
North Carolina
$863K +$17.1K +254 +2%
MWM
129
Modern Wealth Management
Kansas
$846K -$438K -6,489 -35%
SG
130
StoneX Group
New York
$827K -$4.99K -74 -0.6%
GWP
131
Gateway Wealth Partners
Wisconsin
$817K -$1.23M -18,210 -61%
CAM
132
Concorde Asset Management
Michigan
$815K +$783K +11,616 New
GM
133
GeoWealth Management
Illinois
$756K -$34.5K -512 -5%
HIS
134
Harvest Investment Services
Illinois
$726K -$6.74K -100 -1%
FHC
135
First Heartland Consultants
Missouri
$722K +$26.7K +396 +4%
WS
136
Wedbush Securities
California
$719K +$28.3K +420 +4%
GWM
137
Geneos Wealth Management
Colorado
$718K -$177K -2,619 -20%
TPWM
138
Twelve Points Wealth Management
Massachusetts
$711K -$123K -1,825 -15%
GIA
139
Gladstone Institutional Advisory
Florida
$707K +$437K +6,478 +179%
BWP
140
Balboa Wealth Partners
Arizona
$700K +$4.79K +71 +0.7%
PAS
141
Park Avenue Securities
New York
$681K +$29K +430 +5%
LSPW
142
Lake Street Private Wealth
Illinois
$668K +$71.2K +1,056 +12%
RWM
143
Revisor Wealth Management
Ohio
$652K +$254K +3,762 +66%
CWA
144
Crux Wealth Advisors
California
$640K -$8.43K -125 -1%
NS
145
NBC Securities
Alabama
$634K +$199K +2,950 +48%
MSAM
146
Moloney Securities Asset Management
Missouri
$619K -$161K -2,393 -21%
PWM
147
Provident Wealth Management
Tennessee
$604K -$12.3K -182 -2%
NW
148
NewEdge Wealth
Pennsylvania
$593K +$270 +4 +0%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$591K -$404K -5,988 -41%
HH
150
Hilltop Holdings
Texas
$549K +$13.2K +196 +3%

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.