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First Trust Long/Short Equity ETF
FTLS

Overview Fund Activity

230 hedge funds and large institutions have $1.64B invested in First Trust Long/Short Equity ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 112 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
20
Increased
112
Reduced
86
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$169M
2
Ameriprise
Ameriprise
Minnesota
$160M
3
Raymond James Financial
Raymond James Financial
Florida
$44.6M
4
Comerica Bank
Comerica Bank
Texas
$15.7M
5
LPL Financial
LPL Financial
California
$157M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.83M
2
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
3
FEG
Financial Enhancement Group
Indiana
$7.7M
4
MWM
Modern Wealth Management
Kansas
$1.23M
5
RPSA
Richard P. Slaughter Associates
Texas
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$407M +$841K +12,682 +0.2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$169M +$38.4M +578,664 +29%
Ameriprise
3
Ameriprise
Minnesota
$160M +$15.3M +231,155 +11%
LPL Financial
4
LPL Financial
California
$157M +$6.84M +103,145 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$44.6M +$13.9M +209,579 +45%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$41.8M +$2.95M +44,466 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$38.4M +$3.03M +45,680 +9%
Truist Financial
8
Truist Financial
North Carolina
$28.3M +$361K +5,445 +1%
CTC
9
Central Trust Company
Missouri
$27.5M +$2.96M +44,609 +12%
Stifel Financial
10
Stifel Financial
Missouri
$20.6M +$104K +1,573 +0.5%
HPC
11
Hobart Private Capital
North Carolina
$20.4M +$198K +2,983 +1%
WEG
12
World Equity Group
Illinois
$17.4M +$1.63M +24,620 +10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.9M +$1.41M +21,348 +10%
Comerica Bank
14
Comerica Bank
Texas
$15.7M +$7.04M +106,260 +82%
CPG
15
Cornerstone Planning Group
New Jersey
$14.5M +$1.27M +19,191 +10%
WIM
16
WealthPlan Investment Management
Nebraska
$14.3M +$4.6M +69,353 +47%
Osaic Holdings
17
Osaic Holdings
Arizona
$14.1M +$781K +11,840 +6%
HighTower Advisors
18
HighTower Advisors
Illinois
$12.4M -$1.13M -16,986 -8%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$12.3M -$306K -4,624 -2%
EC
20
EdgeRock Capital
Colorado
$12.3M +$1.89M +28,451 +18%
EFG
21
Ethos Financial Group
Pennsylvania
$11.3M +$915K +13,800 +9%
AFG
22
Atomi Financial Group
New York
$11.1M +$78.2K +1,180 +0.7%
CWM
23
Centric Wealth Management
Illinois
$9.1M +$57.9K +865 +0.6%
PAG
24
Private Advisor Group
New Jersey
$8.37M -$1.65M -24,910 -16%
PJWM
25
Philip James Wealth Mangement
Georgia
$8.14M +$15.4K +233 +0.2%
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