FTLS Institutional Ownership & Shareholders
FIRST TRUST LONG/SHORT EQTY (FTLS) is currently held by 261 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.93B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FTLS tracked by InsiderSet, reporting ownership valued at approximately $436.93M in its June 30, 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 $452.44M, representing an estimated gain of +3.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed FTLS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Royal Bank Of Canada, Ameriprise Financial Inc, 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
261
Total Reported Value
$1.93B
Largest Holder
Morgan Stanley
Largest Position
$436.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
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% | 5,920,396 | $436,925,346 | $452,436,662 | +$15,511,316 | +3.55% | |
| Royal Bank Of Canada | 0.03% | 2,674,842 | $197,403,000 | $204,411,426 | +$7,008,426 | +3.55% | |
| Ameriprise Financial Inc | 0.04% | 2,425,673 | $179,028,369 | $185,369,931 | +$6,341,562 | +3.54% | |
| Lpl Financial Llc | 0.04% | 2,369,228 | $174,849,039 | $181,056,404 | +$6,207,365 | +3.55% | |
| First Trust Advisors Lp | 0.04% | 831,838 | $61,383,477 | $63,569,060 | +$2,185,583 | +3.56% | |
| Assetmark, Inc | 0.09% | 677,180 | $51,932,939 | $51,750,096 | -$182,843 | -0.35% | |
| Raymond James Financial Inc | 0.01% | 622,277 | $45,924,100 | $47,554,408 | +$1,630,308 | +3.55% | |
| Cetera Investment Advisers | 0.04% | 564,536 | $41,662,711 | $43,141,841 | +$1,479,130 | +3.55% | |
| Merit Financial Group, Llc | 0.24% | 528,335 | $38,991,129 | $40,375,361 | +$1,384,232 | +3.55% | |
| Envestnet Asset Management Inc | 0.01% | 472,698 | $34,885,098 | $36,123,581 | +$1,238,483 | +3.55% | |
| Central Trust Co | 0.62% | 464,614 | $34,288,514 | $35,505,802 | +$1,217,288 | +3.55% | |
| Truist Financial Corp | 0.04% | 440,289 | $33,765,775 | $33,646,885 | -$118,890 | -0.35% | |
| Stifel Financial Corp | 0.02% | 307,522 | $22,697,396 | $23,500,831 | +$803,435 | +3.54% | |
| Cornerstone Planning Group Llc | 2.43% | 252,778 | $19,643,350 | $19,317,295 | -$326,055 | -1.66% | |
| Hobart Private Capital, Llc | 2.86% | 220,020 | $16,873,334 | $16,813,928 | -$59,406 | -0.35% | |
| Edgerock Capital Llc | 3.53% | 210,937 | $15,567,175 | $16,119,806 | +$552,631 | +3.55% | |
| Vestgen Advisors, Llc | 0.44% | 186,391 | $14,294,326 | $14,244,000 | -$50,326 | -0.35% | |
| Private Advisor Group, Llc | 0.06% | 189,221 | $13,964,502 | $14,460,269 | +$495,767 | +3.55% | |
| Proactive Wealth Strategies Llc | 2.15% | 181,593 | $13,401,418 | $13,877,337 | +$475,919 | +3.55% | |
| Commonwealth Equity Services, Llc | 0.02% | 179,303 | $13,232,530 | $13,702,335 | +$469,805 | +3.55% | |
| Equitable Holdings, Inc. | 0.07% | 169,136 | $12,482,253 | $12,925,373 | +$443,120 | +3.55% | |
| Ethos Financial Group, Llc | 0.83% | 166,114 | $12,348,909 | $12,694,432 | +$345,523 | +2.80% | |
| Cardinal Point Capital Management Ulc | 0.64% | 151,160 | $11,592,453 | $11,551,647 | -$40,806 | -0.35% | |
| Osaic Holdings, Inc. | 0.01% | 156,037 | $11,516,555 | $11,924,348 | +$407,793 | +3.54% | |
| Cwm, Llc | 0.03% | 155,141 | $10,915,690 | $11,855,875 | +$940,185 | +8.61% | |
| Centric Wealth Management | 1.51% | 132,533 | $9,706,700 | $10,128,172 | +$421,472 | +4.34% | |
| Advisory Services Network, Llc | 0.11% | 131,504 | $9,705,032 | $10,049,536 | +$344,504 | +3.55% | |
| Iht Wealth Management, Llc | 0.20% | 126,048 | $9,302,334 | $9,632,588 | +$330,254 | +3.55% | |
| Img Wealth Management, Inc. | 4.62% | 116,836 | $8,960,166 | $8,928,607 | -$31,559 | -0.35% | |
| Kingswood Wealth Advisors, Llc | 0.32% | 108,617 | $8,329,866 | $8,300,511 | -$29,355 | -0.35% | |
| Financial Enhancement Group Llc | 0.95% | 106,618 | $8,290,625 | $8,147,748 | -$142,877 | -1.72% | |
| Diversify Advisory Services, Llc | 0.11% | 98,509 | $7,607,880 | $7,528,058 | -$79,822 | -1.05% | |
| Diversify Wealth Management, Llc | 0.11% | 98,509 | $7,607,880 | $7,528,058 | -$79,822 | -1.05% | |
| Fifth Third Bancorp | 0.01% | 101,404 | $7,483,637 | $7,749,294 | +$265,657 | +3.55% | |
| Rfg Advisory, Llc | 0.12% | 101,273 | $7,473,946 | $7,739,283 | +$265,337 | +3.55% | |
| Live Oak Investment Partners | 3.94% | 95,075 | $7,291,268 | $7,265,632 | -$25,637 | -0.35% | |
| Wealthplan Investment Management, Llc | 0.35% | 94,314 | $7,232,929 | $7,207,476 | -$25,453 | -0.35% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 94,664 | $6,986,169 | $7,234,223 | +$248,054 | +3.55% | |
| Focus Wealth Advisors, Llc | 3.30% | 89,672 | $6,876,916 | $6,852,734 | -$24,182 | -0.35% | |
| Simplicity Wealth,Llc | 0.20% | 89,007 | $6,825,924 | $6,801,915 | -$24,009 | -0.35% | |
| Stratos Wealth Advisors, Llc | 0.37% | 90,698 | $6,693,514 | $6,931,141 | +$237,627 | +3.55% | |
| Philip James Wealth Mangement, Llc | 0.73% | 86,528 | $6,628,443 | $6,612,470 | -$15,973 | -0.24% | |
| Mml Investors Services, Llc | 0.01% | 84,645 | $6,246,819 | $6,468,571 | +$221,752 | +3.55% | |
| Lcnb Corp | 1.90% | 83,934 | $6,194,329 | $6,414,236 | +$219,907 | +3.55% | |
| Brio Consultants, Llc | 0.71% | 82,219 | $6,067,752 | $6,283,176 | +$215,424 | +3.55% | |
| Brookwood Investment Group Llc | 0.67% | 78,135 | $5,766,326 | $5,971,077 | +$204,751 | +3.55% | |
| Independent Financial Group, Llc | 0.10% | 74,523 | $5,715,161 | $5,695,048 | -$20,113 | -0.35% | |
| Seeds Investor Llc | 0.54% | 70,890 | $5,231,697 | $5,417,414 | +$185,717 | +3.55% | |
| Koshinski Asset Management, Inc. | 0.26% | 64,625 | $4,956,078 | $4,938,643 | -$17,436 | -0.35% | |
| Kovack Advisors, Inc. | 0.24% | 66,635 | $4,917,436 | $5,092,247 | +$174,811 | +3.55% |
Frequently asked questions about FTLS
Who are the largest institutional holders of FTLS?
The largest institutional holders of FTLS reported in the latest SEC Form 13F filings include Morgan Stanley, Royal Bank Of Canada, Ameriprise Financial Inc, Lpl Financial Llc, and First Trust Advisors Lp. InsiderSet ranks institutional holders by their latest reported FTLS position.
What is FTLS institutional ownership?
This page tracks FTLS positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST LONG/SHORT EQTY (FTLS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTLS?
InsiderSet currently tracks 261 institutional managers reporting FTLS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTLS shareholders.
How much FTLS stock do institutions own?
Institutional investment managers disclosed approximately $1.93B in FTLS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTLS institutional ownership last updated?
The latest FTLS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTLS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTLS position after the reporting date.
Are institutions buying or selling FTLS?
Institutional buying and selling can be analyzed by comparing FTLS positions across consecutive 13F reporting periods. InsiderSet's FTLS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTLS ownership changes.
How has FTLS institutional ownership changed over time?
InsiderSet tracks FTLS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.