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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
Morgan Stanley
1
Morgan Stanley
New York
$362M -$65M -963,858 -16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$173M -$5.29M -78,426 -3%
Ameriprise
3
Ameriprise
Minnesota
$159M -$9.48M -140,576 -6%
LPL Financial
4
LPL Financial
California
$157M -$7.79M -115,507 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$41.2M +$575K +8,523 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$39M -$7.77M -115,233 -17%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$36.9M -$6.99M -103,606 -16%
Truist Financial
8
Truist Financial
North Carolina
$30M +$57K +845 +0.2%
CTC
9
Central Trust Company
Missouri
$27.8M -$1.13M -16,817 -4%
Stifel Financial
10
Stifel Financial
Missouri
$22.3M +$534K +7,923 +3%
HPC
11
Hobart Private Capital
North Carolina
$21.3M -$200K -2,964 -1%
WEG
12
World Equity Group
Illinois
$20.1M +$1.74M +25,744 +10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$18M +$1.16M +17,191 +7%
CPG
14
Cornerstone Planning Group
New Jersey
$15.9M +$284K +4,205 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.7M +$723K +10,719 +5%
WIM
16
WealthPlan Investment Management
Nebraska
$15.1M +$28.7K +426 +0.2%
EC
17
EdgeRock Capital
Colorado
$14.2M +$1.24M +18,328 +10%
HighTower Advisors
18
HighTower Advisors
Illinois
$13.1M +$72.3K +1,072 +0.6%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$12.2M -$831K -12,326 -7%
EFG
20
Ethos Financial Group
Pennsylvania
$12M +$109K +1,623 +1%
AFG
21
Atomi Financial Group
New York
$9.97M -$1.68M -24,840 -15%
CWM
22
Centric Wealth Management
Illinois
$9.68M +$31K +460 +0.3%
PJWM
23
Philip James Wealth Mangement
Georgia
$9.2M +$582K +8,625 +7%
CPCM
24
Cardinal Point Capital Management
Ontario, Canada
$8.77M +$563K +8,355 +7%
CAS
25
Coppell Advisory Solutions
Texas
$8.54M +$391K +5,800 +5%

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.