13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
FTLS

FIRST TRUST LONG SHORT EQUITY

274 institutions still hold FIRST TRUST LONG SHORT EQUITY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33739p103·274 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.5%
vs prior quarter
13F value held
$1.3B
78.0% inst. owned
of float
Holders
274
-68 QoQ
filers reporting
Activity
+10 / −101
+866 added · −807 reduced
this quarter
Concentration
29.06%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

274 institutions reported FTLS in Q1 2026. MORGAN STANLEY leads at 29.1% of the visible book. -68 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$374M5.3M0.02%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$183M2.6M0.03%Q1 202603
LPL Financial LLC
CIK 0001403438
$171M2.4M0.05%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$158M2.2M0.04%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$43M612K0.01%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$42M597K0.01%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$41M584K0.04%Q1 202608
ASSETMARK, INC
CIK 0001344551
$36M508K0.07%Q4 202509
CENTRAL TRUST Co
CIK 0000044365
$33M468K0.65%Q1 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$30M431K0.04%Q1 202611
Merit Financial Group, LLC
CIK 0001621225
$30M419K0.22%Q1 202612
VestGen Advisors, LLC
CIK 0002050130
$24M318K0.63%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$21M301K0.02%Q1 202614
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$16M223K0.01%Q1 202615
Cornerstone Planning Group LLC
CIK 0001822587
$16M218K2.44%Q4 202516
Hobart Private Capital, LLC
CIK 0001767062
$14M204K2.82%Q1 202617
EdgeRock Capital LLC
CIK 0001908378
$14M201K3.84%Q1 202618
HighTower Advisors, LLC
CIK 0001462245
$13M191K0.01%Q1 202619
Ethos Financial Group, LLC
CIK 0001954242
$13M189K0.97%Q1 202620
Orion Portfolio Solutions, LLC
CIK 0001802647
$13M201K0.06%Q1 2025
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