FIRST TRUST LONG/SHORT EQTY (FTLS) Institutional Shareholders
FIRST TRUST LONG/SHORT EQTY (FTLS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.76B in FTLS holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FTLS tracked by InsiderSet, reporting ownership valued at approximately $373.61M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $398.20M, representing an estimated gain of +6.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed FTLS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Royal Bank Of Canada, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST LONG/SHORT EQTY (FTLS).
This page ranks the largest institutional FTLS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
258
Total Reported Value
$1.76B
Largest Holder
Morgan Stanley
Largest Position
$373.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.02% | 5,309,982 | $373,610,406 | $398,195,550 | +$24,585,144 | +6.58% | |
| Royal Bank Of Canada | 0.03% | 2,606,322 | $183,381,000 | $195,448,087 | +$12,067,087 | +6.58% | |
| Lpl Financial Llc | 0.05% | 2,430,647 | $171,020,287 | $182,274,219 | +$11,253,932 | +6.58% | |
| Ameriprise Financial Inc | 0.04% | 2,248,283 | $158,232,399 | $168,598,742 | +$10,366,343 | +6.55% | |
| Assetmark, Inc | 0.07% | 585,764 | $43,229,357 | $43,926,442 | +$697,085 | +1.61% | |
| Envestnet Asset Management Inc | 0.01% | 611,993 | $43,059,838 | $45,893,355 | +$2,833,517 | +6.58% | |
| Raymond James Financial Inc | 0.01% | 597,455 | $42,036,999 | $44,803,150 | +$2,766,151 | +6.58% | |
| Cetera Investment Advisers | 0.04% | 583,922 | $41,084,734 | $43,788,311 | +$2,703,577 | +6.58% | |
| Merit Financial Group, Llc | 0.24% | 528,335 | $38,991,129 | $39,619,842 | +$628,713 | +1.61% | |
| Central Trust Co | 0.62% | 464,614 | $34,288,514 | $34,841,404 | +$552,890 | +1.61% | |
| Truist Financial Corp | 0.04% | 439,134 | $32,408,091 | $32,930,659 | +$522,568 | +1.61% | |
| Vestgen Advisors, Llc | 0.66% | 318,438 | $23,605,809 | $23,879,666 | +$273,857 | +1.16% | |
| Stifel Financial Corp | 0.02% | 300,709 | $21,159,930 | $22,550,168 | +$1,390,238 | +6.57% | |
| Cornerstone Planning Group Llc | 2.32% | 244,171 | $18,388,532 | $18,310,383 | -$78,149 | -0.42% | |
| Hobart Private Capital, Llc | 2.76% | 217,929 | $16,083,160 | $16,342,496 | +$259,336 | +1.61% | |
| First Trust Advisors Lp | 0.01% | 223,206 | $15,702,552 | $16,738,218 | +$1,035,666 | +6.60% | |
| Edgerock Capital Llc | 3.53% | 210,937 | $15,567,175 | $15,818,166 | +$250,991 | +1.61% | |
| Private Advisor Group, Llc | 0.06% | 189,221 | $13,964,502 | $14,189,683 | +$225,181 | +1.61% | |
| Hightower Advisors, Llc | 0.01% | 191,074 | $13,444,920 | $14,328,639 | +$883,719 | +6.57% | |
| Ethos Financial Group, Llc | 0.97% | 189,146 | $13,308,281 | $14,184,059 | +$875,778 | +6.58% | |
| Commonwealth Equity Services, Llc | 0.02% | 179,303 | $13,232,530 | $13,445,932 | +$213,402 | +1.61% | |
| Proactive Wealth Strategies Llc | 2.41% | 182,051 | $12,809,746 | $13,652,004 | +$842,258 | +6.58% | |
| Equitable Holdings, Inc. | 0.08% | 166,035 | $11,755,180 | $12,450,965 | +$695,785 | +5.92% | |
| Cardinal Point Capital Management Ulc | 0.64% | 153,708 | $11,343,633 | $11,526,563 | +$182,930 | +1.61% | |
| Cwm, Llc | 0.03% | 155,141 | $10,915,690 | $11,634,024 | +$718,334 | +6.58% | |
| Centric Wealth Management | 1.94% | 132,533 | $9,706,700 | $9,938,650 | +$231,950 | +2.39% | |
| Osaic Holdings, Inc. | 0.01% | 135,773 | $9,553,493 | $10,181,617 | +$628,124 | +6.57% | |
| Advisory Services Network, Llc | 0.13% | 134,770 | $9,482,412 | $10,106,402 | +$623,990 | +6.58% | |
| Iht Wealth Management, Llc | 0.21% | 126,792 | $8,921,078 | $9,508,132 | +$587,054 | +6.58% | |
| Financial Enhancement Group Llc | 0.99% | 112,472 | $8,300,420 | $8,434,275 | +$133,855 | +1.61% | |
| Wealthplan Investment Management, Llc | 0.40% | 108,101 | $7,977,852 | $8,106,494 | +$128,642 | +1.61% | |
| Kingswood Wealth Advisors, Llc | 0.31% | 105,271 | $7,769,034 | $7,894,272 | +$125,238 | +1.61% | |
| Rfg Advisory, Llc | 0.12% | 101,273 | $7,473,946 | $7,594,462 | +$120,516 | +1.61% | |
| Cerity Partners Llc | 0.01% | 104,098 | $7,324,340 | $7,806,309 | +$481,969 | +6.58% | |
| Fifth Third Bancorp | 0.01% | 103,699 | $7,296,293 | $7,776,388 | +$480,095 | +6.58% | |
| Img Wealth Management, Inc. | 4.35% | 96,898 | $6,817,743 | $7,266,381 | +$448,638 | +6.58% | |
| Focus Wealth Advisors, Llc | 3.12% | 91,195 | $6,730,194 | $6,838,713 | +$108,519 | +1.61% | |
| Philip James Wealth Mangement, Llc | 0.74% | 88,991 | $6,561,090 | $6,673,435 | +$112,345 | +1.71% | |
| Live Oak Investment Partners | 3.80% | 91,560 | $6,442,162 | $6,866,084 | +$423,922 | +6.58% | |
| Lcnb Corp | 2.14% | 90,412 | $6,361,388 | $6,779,996 | +$418,608 | +6.58% | |
| Kingsview Wealth Management, Llc | 0.09% | 89,908 | $6,325,904 | $6,742,201 | +$416,297 | +6.58% | |
| Brio Consultants, Llc | 0.73% | 80,858 | $5,973,805 | $6,063,541 | +$89,736 | +1.50% | |
| Brookwood Investment Group Llc | 0.67% | 78,135 | $5,766,326 | $5,859,344 | +$93,018 | +1.61% | |
| Orion Porfolio Solutions, Llc | 0.05% | 79,623 | $5,602,214 | $5,970,929 | +$368,715 | +6.58% | |
| Mml Investors Services, Llc | 0.02% | 77,195 | $5,431,458 | $5,788,853 | +$357,395 | +6.58% | |
| Kovack Advisors, Inc. | 0.24% | 66,635 | $4,917,436 | $4,996,959 | +$79,523 | +1.62% | |
| Koshinski Asset Management, Inc. | 0.26% | 66,458 | $4,904,581 | $4,983,685 | +$79,104 | +1.61% | |
| Stratos Wealth Partners, Ltd. | 0.06% | 69,560 | $4,894,310 | $5,216,304 | +$321,994 | +6.58% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 68,470 | $4,817,554 | $5,134,565 | +$317,011 | +6.58% | |
| Golden State Wealth Management, Llc | 0.43% | 63,314 | $4,672,639 | $4,747,917 | +$75,278 | +1.61% |
Frequently asked questions about FTLS
Who owns the most FTLS stock?
The largest holders of FTLS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST LONG/SHORT EQTY (FTLS).
Is FTLS widely held by superinvestors?
Many widely followed stocks like FTLS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTLS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.