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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
Morgan Stanley
1
Morgan Stanley
New York
$407M +$814K +12,682 +0.2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$169M +$37.2M +578,664 +29%
Ameriprise
3
Ameriprise
Minnesota
$160M +$14.8M +231,155 +11%
LPL Financial
4
LPL Financial
California
$157M +$6.62M +103,145 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$44.6M +$13.5M +209,579 +45%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$41.8M +$2.86M +44,466 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$38.4M +$2.93M +45,680 +9%
Truist Financial
8
Truist Financial
North Carolina
$28.3M +$350K +5,445 +1%
CTC
9
Central Trust Company
Missouri
$27.5M +$2.86M +44,609 +12%
Stifel Financial
10
Stifel Financial
Missouri
$20.6M +$101K +1,573 +0.5%
HPC
11
Hobart Private Capital
North Carolina
$20.4M +$192K +2,983 +1%
WEG
12
World Equity Group
Illinois
$17.4M +$1.58M +24,620 +10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.9M +$1.37M +21,348 +10%
Comerica Bank
14
Comerica Bank
Texas
$15.7M +$6.82M +106,260 +82%
CPG
15
Cornerstone Planning Group
New Jersey
$14.5M +$1.23M +19,191 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$14.5M +$1.05M +16,376 +8%
WIM
17
WealthPlan Investment Management
Nebraska
$14.3M +$4.45M +69,353 +47%
HighTower Advisors
18
HighTower Advisors
Illinois
$12.4M -$1.09M -16,986 -8%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$12.3M -$297K -4,624 -2%
EC
20
EdgeRock Capital
Colorado
$12.3M +$1.83M +28,451 +18%
EFG
21
Ethos Financial Group
Pennsylvania
$11.3M +$886K +13,800 +9%
AFG
22
Atomi Financial Group
New York
$11.1M +$75.8K +1,180 +0.7%
CWM
23
Centric Wealth Management
Illinois
$9.1M +$55.5K +865 +0.6%
PAG
24
Private Advisor Group
New Jersey
$8.37M -$1.6M -24,910 -16%
PJWM
25
Philip James Wealth Mangement
Georgia
$8.14M +$15K +233 +0.2%

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.