Who owns First Trust Long/Short Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FTLS from SEC Form 13F filings across 269 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 269 institutions disclosed 26.6M shares of First Trust Long/Short Equity ETF worth $1.95B — about 82.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
269
13F holders
$1.95B
value, 2026 filers
82.9%
of shares outstanding (26.6M sh)
35
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FTLS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5.9M | $436.9M | 0.0% | 18.5% | +11.5% |
| 2 | ROYAL BANK OF CANADA | 2.7M | $197.4M | 0.0% | 8.3% | +2.6% |
| 3 | AMERIPRISE FINANCIAL INC | 2.4M | $179.0M | 0.0% | 7.6% | +7.9% |
| 4 | LPL Financial LLC | 2.4M | $174.8M | 0.0% | 7.4% | -2.5% |
| 5 | FIRST TRUST ADVISORS LP | 831,838 | $61.4M | 0.0% | 2.6% | +272.7% |
| 6 | RAYMOND JAMES FINANCIAL INC | 622,277 | $45.9M | 0.0% | 1.9% | +4.2% |
| 7 | ASSETMARK, INC | 585,764 | $43.2M | 0.1% | 1.8% | +5.5% |
| 8 | Cetera Investment Advisers | 564,536 | $41.7M | 0.0% | 1.8% | -3.3% |
| 9 | Merit Financial Group, LLC | 528,335 | $39.0M | 0.2% | 1.6% | +26.0% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 472,698 | $34.9M | 0.0% | 1.5% | -22.8% |
| 11 | CENTRAL TRUST Co | 464,614 | $34.3M | 0.6% | 1.4% | -0.7% |
| 12 | TRUIST FINANCIAL CORP | 439,134 | $32.4M | 0.0% | 1.4% | +2.0% |
| 13 | Cambridge Investment Research Advisors, Inc. | 374,797 | $27.7M | 0.1% | 1.2% | +6.1% |
| 14 | VestGen Advisors, LLC | 340,744 | $25.1M | 0.7% | 1.1% | +7.0% |
| 15 | STIFEL FINANCIAL CORP | 307,522 | $22.7M | 0.0% | 1% | +2.3% |
| 16 | Cornerstone Planning Group LLC | 244,171 | $18.4M | 2.3% | 0.8% | +3.6% |
| 17 | Hobart Private Capital, LLC | 217,929 | $16.1M | 2.8% | 0.7% | +6.9% |
| 18 | EdgeRock Capital LLC | 210,937 | $15.6M | 3.5% | 0.7% | +4.7% |
| 19 | Private Advisor Group, LLC | 189,221 | $14.0M | 0.1% | 0.6% | +56.4% |
| 20 | Proactive Wealth Strategies LLC | 181,593 | $13.4M | 2.2% | 0.6% | -0.3% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 179,303 | $13.2M | 0.0% | 0.6% | +23.9% |
| 22 | HighTower Advisors, LLC | 174,029 | $12.8M | 0.0% | 0.5% | -8.9% |
| 23 | Equitable Holdings, Inc. | 169,136 | $12.5M | 0.1% | 0.5% | +1.9% |
| 24 | Ethos Financial Group, LLC | 166,114 | $12.3M | 0.8% | 0.5% | -12.2% |
| 25 | OSAIC HOLDINGS, INC. | 156,037 | $11.5M | 0.0% | 0.5% | +14.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.