ETF Holders

Who owns FTLS?

Other

First Trust Long/Short Equity ETF · First Trust

267 institutions reported holding FTLS, worth $2.0B, in Form 13F filings for June 30, 2026.

13F holders
267
Institutional value
$2.0B
Change from prior quarter
+13.2%
+$231.1M, with price moves
New and sold-out firms
34 / 19
115 added, 77 trimmed

Top 10 institutional holders of FTLS

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$436.9M5,920,396+610,414 shares
Royal Bank of CanadaToronto, Ontario, Canada$197.4M2,674,842+68,520 shares
Ameriprise Financial Inc.Minneapolis, MN$179.0M2,425,673+177,390 shares
LPL Financial LLCFort Mill, SC$174.8M2,369,228−61,419 shares
First Trust Advisors LPWheaton, IL$61.4M831,838+608,632 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$55.3M749,836+396,521 shares
Raymond James Financial Inc.St. Petersburg, FL$45.9M622,277+24,822 shares
Assetmark, Inc.Concord, CA$43.2M585,764+30,535 shares
Cetera Investment AdvisersSchaumburg, IL$41.7M564,536−19,386 shares
Merit Financial Group, LLCAlpharetta, GA$39.0M528,335+108,878 shares
257 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns FTLS?

267 institutional managers reported holding FTLS in Form 13F filings for June 30, 2026, worth $2.0B in total. The largest reported position was held by Morgan Stanley, at $436.9M.

Did institutions buy or sell FTLS last quarter?

Reported 13F value rose 13.2% from March 31, 2026, which includes price moves as well as buying and selling. 34 firms reported a new position and 19 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is FTLS ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.