First Trust Long/Short Equity (FTLS) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling FTLS?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for First Trust Long/Short Equity, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on FTLS?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for First Trust Long/Short Equity.

Is institutional money flowing into FTLS?

61 institutional investors hold First Trust Long/Short Equity (FTLS). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about FTLS?

Track institutional sentiment and conviction scores for First Trust Long/Short Equity (FTLS) including Smart Money Verdict and position changes on HoldingsIntel.

First Trust Long/Short Equity

FTLS·33739P103·US·etf·Unknown - Unknown

LNG/SHT EQUITY

FTLS (First Trust Long/Short Equity) is held by 61 institutional investors as of Q4 2025. Largest holders: MORGAN STANLEY ($372.9M), ROYAL BANK OF CANADA ($181M), LPL Financial LLC ($170.2M). Net institutional sentiment: Mixed.

Holders

Avg rating(9 Elite)

$1.3B

Total Value

62% (64)

Fund Consensus

37 buying - 23 selling

Smart Money VerdictView all

62Mixed MomentumSingle Source

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See how FTLS's score breaks down across 4 SEC sources

Held by 61 funds

9 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	5.3M(+1.5%)	$372.9M	0.0%	+13.67%	32
ROYAL BANK OF CANADA	Increased	2.5M(+3.2%)	$181M	0.0%	+8.15%	31
LPL Financial LLC	Increased	2.4M(+6.7%)	$170.2M	0.0%	+25.07%	32
AMERIPRISE FINANCIAL INC	Increased	2.3M(+2.5%)	$165.6M	0.0%	+11.99%	31
RAYMOND JAMES FINANCIAL INC	Increased	588,801(+5.5%)	$41.8M	0.0%	+8.77%	31
ENVESTNET ASSET MANAGEMENT INC	Decreased	587,339(-0.2%)	$41.7M	0.0%	+28.02%	0
Cetera Investment Advisers	Increased	552,407(+4.7%)	$39.2M	0.0%	+14.78%	30
ASSETMARK, INC	Increased	507,915(+728.0%)	$36.1M	0.1%	+0.64%	47
TRUIST FINANCIAL CORP	Increased	473,347(+10.5%)	$33.6M	0.0%	+38.46%	32
STIFEL FINANCIAL CORP	Increased	329,397(+3.3%)	$23.4M	0.0%	+17.37%	30
Merit Financial Group, LLC	Increased	245,051(+159.4%)	$17.4M	0.1%	+0.65%	55
OSAIC HOLDINGS, INC.	Decreased	211,694(-7.7%)	$15M	0.0%	+29.54%	0
HighTower Advisors, LLC	Decreased	157,830(-15.8%)	$11.2M	0.0%	+39.03%	0
Mariner, LLC	Increased	155,848(+559.7%)	$11.1M	0.0%	+0.10%	45
FIRST TRUST ADVISORS LP	Increased	129,996(+34.1%)	$9.2M	0.0%	+7.25%	36
COMMONWEALTH EQUITY SERVICES, LLC	Increased	123,488(+8.0%)	$8.8M	0.0%	+20.54%	30
Private Advisor Group, LLC	Increased	120,097(+0.2%)	$8.5M	0.0%	+29.98%	27
COMERICA BANK	Decreased	96,345(-6.7%)	$6.8M	0.0%	+10.55%	0
MML INVESTORS SERVICES, LLC	Increased	89,509(+3.2%)	$6.4M	0.0%	+33.82%	28
Orion Porfolio Solutions, LLC	Decreased	84,261(-2.3%)	$6M	0.0%	+29.73%	0
Equitable Holdings, Inc.	Increased	83,360(+8.1%)	$5.9M	0.0%	+16.49%	29
BENJAMIN EDWARDS INC	Increased	77,913(+19.6%)	$5.5M	0.1%	+7.53%	32
CAPTRUST FINANCIAL ADVISORS	Decreased	67,935(-7.2%)	$4.8M	0.0%	+42.39%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	66,507(-2.1%)	$4.7M	0.0%	+18.24%	0
Steward Partners Investment Advisory, LLC	Increased	61,785(+26.2%)	$4.4M	0.0%	+13.01%	33
Cerity Partners LLC	Decreased	48,437(-13.1%)	$3.4M	0.0%	+13.15%	0
Kestra Advisory Services, LLC	Increased	47,476(+16.2%)	$3.4M	0.0%	+27.92%	31
Baird Financial Group, Inc.	Increased	45,187(+4.9%)	$3.2M	0.0%	+13.06%	28
Integrated Wealth Concepts LLC	Decreased	39,763(-34.4%)	$2.8M	0.0%	+12.04%	0
AXXCESS WEALTH MANAGEMENT, LLC	New	35,242	$2.5M	0.0%	-1.10%	36
Rockefeller Capital Management L.P.	Increased	32,636(+5.4%)	$2.3M	0.0%	+9.19%	28
Sanctuary Advisors, LLC	Increased	28,154(+2.8%)	$2M	0.0%	+13.49%	27
UBS Group AG	Increased	25,907(+58.8%)	$1.8M	0.0%	+8.06%	37
Bank of New York Mellon Corp	Decreased	23,526(-1.7%)	$1.7M	0.0%	+16.56%	0
Focus Partners Wealth	Increased	17,633(+1.5%)	$1.3M	0.0%	+27.10%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	15,858	$1.1M	0.0%	-1.10%	35
AE Wealth Management LLC	Decreased	13,109(-1.1%)	$930,579	0.0%	+25.69%	0
NewEdge Advisors, LLC	Decreased	10,252(-37.4%)	$727,767	0.0%	+12.87%	0
WELLS FARGO & COMPANY/MN	Increased	10,090(+6167.1%)	$716,299	0.0%	-0.98%	40
Envestnet Portfolio Solutions, Inc.	Increased	8,788(+4.0%)	$623,860	0.0%	+22.58%	25
OneDigital Investment Advisors LLC	Decreased	8,777(-30.7%)	$623,089	0.0%	+8.96%	0
Farther Finance Advisors, LLC	Increased	8,250(+5751.1%)	$585,647	0.0%	-0.95%	39
NewEdge Wealth, LLC	Decreased	8,123(-2.2%)	$576,668	0.0%	+16.51%	0
Savant Capital, LLC	Increased	7,704(+5.2%)	$546,907	0.0%	+14.23%	26
PNC FINANCIAL SERVICES GROUP, INC.	Increased	6,153(+60.4%)	$436,834	0.0%	+3.19%	34
BANK OF MONTREAL /CAN/	Decreased	5,800(-2.8%)	$411,736	0.0%	+8.03%	0
JPMORGAN CHASE & CO	Increased	5,167(+84.7%)	$366,806	0.0%	+3.81%	25
TD Waterhouse Canada Inc.	Increased	4,156(+186.8%)	$294,993	0.0%	+1.98%	38
Rathbones Group PLC	Decreased	3,412(-45.1%)	$242,217	0.0%	+36.01%	0
Quantinno Capital Management LP	Decreased	3,132(-21.3%)	$222,341	0.0%	+7.72%	0
CIBC Private Wealth Group LLC	Decreased	2,376(-38.9%)	$168,672	0.0%	+1.70%	0
NATIONAL BANK OF CANADA /FI/	Increased	1,519(+16.4%)	$107,814	0.0%	+17.43%	25
CULLEN/FROST BANKERS, INC.	Increased	1,470(+801.8%)	$104,325	0.0%	-0.80%	35
BlackRock, Inc.	Unchanged	1,455	$103,290	0.0%	+8.30%	0
US BANCORP \DE\	Unchanged	946	$67,157	0.0%	+8.20%	0
Allworth Financial LP	Unchanged	899	$63,821	0.0%	+19.15%	0
HUNTINGTON NATIONAL BANK	New	270	$19,167	0.0%	-1.10%	26
BANK OF AMERICA CORP /DE/	Decreased	86(-54.5%)	$6,105	0.0%	+8.34%	0
JONES FINANCIAL COMPANIES LLLP	New	43	$3,053	0.0%	-1.10%	20
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	35(-83.6%)	$2,485	0.0%	+9.02%	0
Russell Investments Group, Ltd.	Unchanged	3	$218	0.0%	+1.70%	0
MAI Capital Management	Exited	0(-100.0%)	$9,381	0.0%	+13.66%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$2.2M	0.0%	+2.83%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$304	0.0%	+2.83%	0

First Trust Long/Short Equity

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