13FBOX
FIRST TRUST LONG/SHORT EQUITY ETF · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TRUST LONG/SHORT EQUITY ETF

FTLS
Institutions
266
Combined AUM (Q2 2026)
$1.95B
Combined Shares (Q2 2026)
26.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.8M
144 · 30 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.1M
103 · 24 Exit · ≈
⚖️ Net
+1.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.95B
Institutions
266
New Buys
30
Adds
114
Reduces
79
Exits
24
Unchanged
43
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
0.02%0.02%#147$436.9M5.9M$361.9M5.2M+746,283+14.42%Add
ROYAL BANK OF CANADA
0.03%0.03%#138$197.4M2.7M$183.4M2.6M+68,520+2.63%Add
AMERIPRISE FINANCIAL INC
0.04%0.04%#127$179.0M2.4M$158.2M2.2M+177,390+7.89%Add
LPL Financial LLC
0.04%0.05%#121$174.8M2.4M$171.0M2.4M-61,419-2.53%Reduce
FIRST TRUST ADVISORS LP
0.04%0.01%#129$61.4M831,838$15.7M223,206+608,632+272.68%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#180$45.9M622,277$42.0M597,455+24,822+4.15%Add
ASSETMARK, INC
0.07%0.08%#97$43.2M585,764$39.1M555,229+30,535+5.50%Add
Cetera Investment Advisers
0.04%0.04%#123$41.7M564,536$41.1M583,922-19,386-3.32%Reduce
Merit Financial Group, LLC
0.24%0.22%#52$39.0M528,335$29.5M419,457+108,878+25.96%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#195$34.9M472,698$43.1M611,993-139,295-22.76%Reduce
CENTRAL TRUST Co
0.62%0.65%#32$34.3M464,614$32.9M468,069-3,455-0.74%Reduce
TRUIST FINANCIAL CORP
0.04%0.04%#122$32.4M439,134$30.3M430,547+8,587+1.99%Add
Cambridge Investment Research Advisors, Inc.
0.06%0.06%#103$27.7M374,797$24.9M353,315+21,482+6.08%Add
VestGen Advisors, LLC
0.73%0.63%#25$25.1M340,744$23.6M318,438+22,306+7.00%Add
STIFEL FINANCIAL CORP
0.02%0.02%#155$22.7M307,522$21.2M300,709+6,813+2.27%Add
Cornerstone Planning Group LLC
2.31%2.32%#8$18.4M244,171$17.4M235,621+8,550+3.63%Add
Hobart Private Capital, LLC
2.76%2.82%#6$16.1M217,929$14.3M203,832+14,097+6.92%Add
EdgeRock Capital LLC
3.6%3.84%#4$15.6M210,937$14.2M201,486+9,451+4.69%Add
Private Advisor Group, LLC
0.06%0.04%#102$14.0M189,221$8.5M121,009+68,212+56.37%Add
Proactive Wealth Strategies LLC
2.15%2.41%#10$13.4M181,593$12.8M182,051-458-0.25%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#160$13.2M179,303$10.2M144,729+34,574+23.89%Add
HighTower Advisors, LLC
0.01%0.01%#182$12.8M174,029$13.4M191,074-17,045-8.92%Reduce
Equitable Holdings, Inc.
0.07%0.08%#96$12.5M169,136$11.8M166,035+3,101+1.87%Add
Ethos Financial Group, LLC
0.82%0.97%#22$12.3M166,114$13.3M189,146-23,032-12.18%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#170$11.5M156,037$9.6M135,773+20,264+14.92%Add
Cardinal Point Capital Management ULC
0.64%0.64%#31$11.3M153,708$10.4M147,400+6,308+4.28%Add
Centric Wealth Management
1.52%1.94%#13$9.7M132,533$9.7M132,53300.00%Unchanged
Advisory Services Network, LLC
0.11%0.13%#82$9.7M131,504$9.5M134,770-3,266-2.42%Reduce
IHT Wealth Management, LLC
0.2%0.21%#60$9.3M126,048$8.9M126,792-744-0.59%Reduce
Financial Enhancement Group LLC
0.99%1.02%#19$8.3M112,472$8.3M114,226-1,754-1.54%Reduce
WealthPlan Investment Management, LLC
0.4%0.52%#42$8.0M108,101$9.4M133,010-24,909-18.73%Reduce
KINGSWOOD WEALTH ADVISORS, LLC
0.31%0.34%#48$7.8M105,271$7.1M101,043+4,228+4.18%Add
FIFTH THIRD BANCORP
0.01%0.01%#183$7.5M101,404$7.3M103,699-2,295-2.21%Reduce
RFG Advisory, LLC
0.12%0.1%#79$7.5M101,273$5.4M76,412+24,861+32.54%Add
IMG Wealth Management, Inc.
4.15%4.35%#1$7.5M101,025$6.8M96,898+4,127+4.26%Add
Steward Partners Investment Advisory, LLC
0.04%0.02%#130$7.0M94,664$4.8M68,470+26,194+38.26%Add
Live Oak Investment Partners
3.75%3.8%#3$7.0M94,513$6.4M91,560+2,953+3.23%Add
FOCUS Wealth Advisors, LLC
3.12%3.05%#5$6.7M91,195$6.2M88,810+2,385+2.69%Add
Stratos Wealth Advisors, LLC
0.37%0.1%#44$6.7M90,698$1.7M24,037+66,661+277.33%Add
Philip James Wealth Mangement, LLC
0.74%0.75%#24$6.6M88,991$6.5M92,448-3,457-3.74%Reduce
Kingsview Wealth Management, LLC
0.11%0.09%#81$6.3M89,908$6.3M89,90800.00%Unchanged
MML INVESTORS SERVICES, LLC
0.01%0.02%#179$6.2M84,645$5.4M77,195+7,450+9.65%Add
LCNB CORP
1.9%2.14%#11$6.2M83,934$6.4M90,412-6,478-7.16%Reduce
Brio Consultants, LLC
0.71%0.73%#26$6.1M82,219$6.0M80,858+1,361+1.68%Add
WEDBUSH SECURITIES INC
0.15%0.16%#70$5.9M79,497$5.6M79,801-304-0.38%Reduce
Brookwood Investment Group LLC
0.65%0.12%#29$5.8M78,135$985,60014,008+64,127+457.79%Add
SEEDS INVESTOR LLC
0.54%0.56%#36$5.2M70,890$4.1M56,792+14,098+24.82%Add
Kovack Advisors, Inc.
0.24%0.28%#53$4.9M66,635$5.3M76,921-10,286-13.37%Reduce
Koshinski Asset Management, Inc.
0.26%0.3%#51$4.9M66,458$4.8M67,649-1,191-1.76%Reduce
Prostatis Group LLC
1.11%1.1%#16$4.7M64,353$4.3M61,050+3,303+5.41%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow