FIRST TRUST LONG/SHORT EQTY FTLS
$73.90
+0.4% 52w: $64.06 – $74.67
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data64.0669.3674.67
Jun 20, 2025 Jul 2, 2026
Institutional holders
259
+6 QoQ
13F value
$1.76B
+0.4% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FTLS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 5.3M | $373.6M | 0.0% | +1.1% |
| ROYAL BANK OF CANADA | Bank broker | 2.6M | $183.4M | 0.0% | +2.2% |
| LPL Financial LLC | Bank broker | 2.4M | $171.0M | 0.0% | +1.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.2M | $158.2M | 0.0% | -3.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 612.0K | $43.1M | 0.0% | +4.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 597.5K | $42.0M | 0.0% | +1.5% |
| Cetera Investment Advisers | Wealth advisor | 583.9K | $41.1M | 0.0% | +5.7% |
| ASSETMARK, INC | Wealth advisor | 555.2K | $39.1M | 0.1% | +9.3% |
| CENTRAL TRUST Co | Diversified mechanical | 468.1K | $32.9M | 0.6% | +10.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 430.5K | $30.3M | 0.0% | -9.0% |
| Merit Financial Group, LLC | Wealth advisor | 419.5K | $29.5M | 0.2% | +71.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 353.3K | $24.9M | 0.1% | +25.7% |
| VestGen Advisors, LLC | Wealth advisor | 318.4K | $23.6M | 0.7% | +8.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 300.7K | $21.2M | 0.0% | -8.7% |
| Cornerstone Planning Group LLC | Wealth advisor | 235.6K | $17.4M | 2.3% | +8.3% |
| FIRST TRUST ADVISORS LP | Index provider | 223.2K | $15.7M | 0.0% | +71.7% |
| Hobart Private Capital, LLC | Wealth advisor | 203.8K | $14.3M | 2.8% | -33.6% |
| EdgeRock Capital LLC | Wealth advisor | 201.5K | $14.2M | 3.8% | -1.7% |
| HighTower Advisors, LLC | Diversified mechanical | 191.1K | $13.4M | 0.0% | +21.1% |
| Ethos Financial Group, LLC | Wealth advisor | 189.1K | $13.3M | 1.0% | +3.8% |
| Proactive Wealth Strategies LLC | Wealth advisor | 182.1K | $12.8M | 2.4% | +106.2% |
| Equitable Holdings, Inc. | Wealth advisor | 166.0K | $11.8M | 0.1% | +99.2% |
| CWM, LLC | Wealth advisor | 155.1K | $10.9M | 0.0% | -5.9% |
| Cardinal Point Capital Management ULC | Wealth advisor | 147.4K | $10.4M | 0.6% | +8.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 144.7K | $10.2M | 0.0% | +17.2% |
| Centric Wealth Management | Other | 132.5K | $9.7M | 1.9% | -1.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 135.8K | $9.6M | 0.0% | -35.9% |
| Advisory Services Network, LLC | Diversified mechanical | 134.8K | $9.5M | 0.1% | +11.3% |
| WealthPlan Investment Management, LLC | Wealth advisor | 133.0K | $9.4M | 0.5% | -28.2% |
| IHT Wealth Management, LLC | Wealth advisor | 126.8K | $8.9M | 0.2% | +2.1% |
| Private Advisor Group, LLC | Wealth advisor | 121.0K | $8.5M | 0.0% | +0.8% |
| Financial Enhancement Group LLC | Wealth advisor | 114.2K | $8.3M | 1.0% | -2.0% |
| Cerity Partners LLC | Diversified mechanical | 104.1K | $7.3M | 0.0% | +114.9% |
| FIFTH THIRD BANCORP | Diversified mechanical | 103.7K | $7.3M | 0.0% | New |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 101.0K | $7.1M | 0.3% | -13.6% |
| IMG Wealth Management, Inc. | Wealth advisor | 96.9K | $6.8M | 4.3% | +9.7% |
| Philip James Wealth Mangement, LLC ★2 | Fundamental diversified | 92.4K | $6.5M | 0.7% | -30.3% |
| Live Oak Investment Partners | Wealth advisor | 91.6K | $6.4M | 3.8% | +4.8% |
| LCNB CORP | Other | 90.4K | $6.4M | 2.1% | +20.5% |
| Kingsview Wealth Management, LLC | Wealth advisor | 89.9K | $6.3M | 0.1% | +1.6% |
| FOCUS Wealth Advisors, LLC | Wealth advisor | 88.8K | $6.2M | 3.1% | -5.1% |
| Brio Consultants, LLC | Wealth advisor | 80.9K | $6.0M | 0.7% | -2.1% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 82.3K | $5.8M | 0.1% | +5.7% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 79.8K | $5.6M | 0.2% | -3.5% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 79.6K | $5.6M | 0.0% | -5.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 77.2K | $5.4M | 0.0% | -13.8% |
| RFG Advisory, LLC | Wealth advisor | 76.4K | $5.4M | 0.1% | +155.9% |
| Kovack Advisors, Inc. | Other | 76.9K | $5.3M | 0.3% | +5.1% |
| WealthPLAN Partners, LLC | Wealth advisor | 70.2K | $4.9M | 1.0% | -26.8% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 69.6K | $4.9M | 0.1% | +1.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.