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Disclosery

FTLS FIRST TR EXCH TRADED FD III

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LNG/SHT EQUITY (fund)

258 managers (262 13F filers) reported a position in FTLS shares at 2026-03-31, 25,046,825 shares in all. 22 filers opened a position and 17 filers sold out during the quarter.

Managers
258
13F filers
262
New
22
Added
111
Reduced
96
Sold out
17
Shares held by filers
25,046,825

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY5,309,982$374M0.02%+57,47213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,606,322$183M0.03%+57,24513F-HRTimelineGroup
LPL Financial LLC2,430,647$171M0.05%+33,11913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,248,283$158M0.04%-84,95313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding621,506$43.7M+25,379Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC597,455$42M0.01%+8,65413F-HRTimelineGroup
Cetera Investment Advisers583,922$41.1M0.04%+31,51513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC555,229$39.1M0.08%+47,31413F-HRTimelineGroup
CENTRAL TRUST Co468,069$32.9M0.65%+45,42613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP430,547$30.3M0.04%-42,80013F-HRTimelineGroup
Merit Financial Group, LLC419,457$29.5M0.22%+174,40613F-HRTimeline
Cambridge Investment Research Advisors,…353,315$24.9M0.06%+72,27713F-HRTimeline
VestGen Advisors, LLC318,438$23.6M0.66%+24,66913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP300,709$21.2M0.02%-28,68813F-HRTimelineGroup
Cornerstone Planning Group LLC235,621$17.4M2.32%+18,04413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP223,206$15.7M0.01%+93,21013F-HRTimelineGroup
Hobart Private Capital, LLC203,832$14.3M2.82%-103,27813F-HRTimeline
EdgeRock Capital LLC201,486$14.2M3.84%-3,39913F-HRTimeline
HighTower Advisors, LLC191,074$13.4M0.01%+33,24413F-HRTimeline
Ethos Financial Group, LLC189,146$13.3M0.97%+7,01013F-HRTimeline
Proactive Wealth Strategies LLC182,051$12.8M2.41%+93,77113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.166,035$11.8M0.08%+82,67513F-HRTimelineGroup
CWM, LLCin group CWM, LLC155,141$10.9M0.03%-9,76113F-HRTimelineGroup
Cardinal Point Capital Management ULC147,400$10.4M0.64%+11,83513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC144,729$10.2M0.01%+21,24113F-HRTimeline
Centric Wealth Management132,533$9.71M1.94%-2,59913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.135,773$9.55M0.01%-75,92113F-HRTimelineGroup
Advisory Services Network, LLC134,770$9.48M0.13%+13,70013F-HRTimeline
WealthPlan Investment Management, LLC133,010$9.36M0.52%-52,13213F-HRTimeline
IHT Wealth Management, LLC126,792$8.92M0.21%+2,66313F-HRTimeline
Private Advisor Group, LLC121,009$8.51M0.04%+91213F-HRTimeline
Financial Enhancement Group LLC114,226$8.27M1.03%-2,31613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding111,509$7.85M+103,680Timeline
Cerity Partners LLCin group Cerity Partners LLC104,098$7.32M0.01%+55,66113F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC101,043$7.11M0.34%-15,92013F-HRTimeline
IMG Wealth Management, Inc.96,898$6.82M4.35%+8,59113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding93,597$6.59M+1,123Timeline
Philip James Wealth Mangement, LLC92,448$6.5M0.75%-40,11713F-HRTimeline
Live Oak Investment Partners91,560$6.44M3.8%+4,18513F-HRTimeline
LCNB CORP90,412$6.36M2.14%+15,40013F-HRTimeline
Kingsview Wealth Management, LLC89,908$6.33M0.09%+1,38613F-HRTimeline
FOCUS Wealth Advisors, LLC88,810$6.25M3.05%-4,75013F-HRTimeline
Brio Consultants, LLC80,858$5.97M0.73%-1,71813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC82,334$5.8M0.06%+4,42113F-HRTimelineGroup
WEDBUSH SECURITIES INC79,801$5.62M0.16%-2,91313F-HRTimeline
Orion Porfolio Solutions, LLC79,623$5.6M0.05%-4,63813F-HRTimeline
MML INVESTORS SERVICES, LLC77,195$5.43M0.02%-12,31413F-HRTimeline
RFG Advisory, LLC76,412$5.38M0.1%+46,55313F-HRTimeline
Kovack Advisors, Inc.76,921$5.3M0.28%+3,74913F-HRTimeline
WealthPLAN Partners, LLC70,201$4.94M0.96%-25,67813F-HRTimeline
Steward Partners Investment Advisory, L…68,470$4.82M0.02%+6,68513F-HRTimeline
Koshinski Asset Management, Inc.67,649$4.76M0.3%-5,60813F-HRTimeline
Golden State Wealth Management, LLC63,951$4.5M0.49%+11213F-HRTimeline
Richmond Investment Services, LLC63,524$4.47M0.72%-2,27213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS62,813$4.42M0.01%-5,12213F-HRTimeline
Ausdal Financial Partners, Inc.61,447$4.32M0.19%+1,81513F-HRTimeline
Prostatis Group LLC61,050$4.3M1.1%+1,11213F-HRTimeline
Guilbault Capital LLC60,791$4.28M4.69%-1,30413F-HRTimeline
SEEDS INVESTOR LLC56,792$4.12M0.56%+10,54313F-HRTimeline
Gateway Wealth Partners, LLC58,064$4.09M0.16%+37,51713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC57,519$4.05M0.09%-78213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding54,208$3.81M-10,790Timeline
Mariner, LLCin group Mariner, LLC53,960$3.8M<0.01%-101,88813F-HRTimelineGroup
VIAWEALTH, LLC53,128$3.74M2.08%-8,60613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,643$3.71M0.01%-13,86413F-HRTimeline
LFA - Lugano Financial Advisors SA52,078$3.66M1.86%-7,22313F-HRTimeline
Stegent Equity Advisors, Inc.51,175$3.6M3.07%-13113F-HRTimeline
HARBOUR INVESTMENTS, INC.49,835$3.51M0.05%-3,33813F-HRTimeline
Center For Asset Management LLC49,229$3.46M1.72%+7,46813F-HRTimeline
Asset Allocation Strategies LLC47,831$3.37M0.6%+4,53313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,693$3.21M0.01%+50613F-HRTimelineGroup
Janney Montgomery Scott LLC43,736$3.08M0.01%+2,67713F-HRTimeline
Integrated Wealth Concepts LLC43,458$3.06M0.02%+3,69513F-HRTimeline
Simplicity Wealth,LLC42,693$3M0.17%+10,90813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42,126$2.96M<0.01%+36,32613F-HRTimelineGroup
MSH Capital Advisors LLC39,536$2.78M0.59%+3,95713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC39,419$2.77M0.2%-23,01813F-HRTimelineGroup
Dynamic Advisor Solutions LLC39,038$2.75M0.09%+3,14813F-HRTimeline
Sigma Planning Corp38,410$2.7M0.08%+24013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …37,807$2.66M0.03%-17813F-HRTimelineGroup
Keating Financial Advisory Services, In…36,799$2.59M0.42%+3,15813F-HRTimeline
Frederick Financial Consultants, LLC35,603$2.51M1.25%+2,99913F-HRTimeline
Mutual Advisors, LLC35,249$2.48M0.05%-29813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,212$2.48M<0.01%+2,57613F-HRTimelineGroup
SMART Wealth LLC34,755$2.45M0.72%+5,28513F-HRTimeline
Fairway Wealth LLC33,329$2.35M0.62%+61413F-HRTimeline
Sowell Financial Services LLC33,144$2.33M0.09%+3,01313F-HRTimeline
OLD NATIONAL BANCORP /IN/31,435$2.21M0.04%+1,03913F-HRTimeline
Summit Financial, LLC30,788$2.17M0.03%-3,89713F-HRTimeline
Independent Advisor Alliance30,446$2.14M0.02%new13F-HRTimeline
Sanctuary Advisors, LLC29,940$2.11M0.01%+1,78613F-HRTimeline
Ashton Thomas Private Wealth, LLC29,675$2.09M0.05%+1,82013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC29,247$2.06M0.15%+3,26113F-HRTimeline
Montis Financial, LLC28,394$2M0.41%+6,39813F-HRTimeline
AE Wealth Management LLC28,365$2M0.01%+15,25613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,668$1.88M0.04%-15713F-HRTimelineGroup
Stillwater Private Wealth, LLC26,096$1.84M1.55%13F-HRTimeline
LaSalle St. Investment Advisors, LLC25,541$1.8M0.25%+1,42713F-HRTimeline
Legacy Capital Wealth Partners, LLC24,413$1.72M0.35%-70713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp24,067$1.69M<0.01%+54113F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC24,051$1.69M0.04%013F-HRTimeline
IFP Advisors, Inc22,451$1.58M0.03%-6,65313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…22,131$1.56M0.12%+12,83813F-HRTimelineGroup
Cornerstone Wealth Management, LLC21,887$1.54M0.08%+2,44913F-HRTimeline
World Investment Advisors21,870$1.54M0.02%-1,41813F-HRTimeline
Signal Advisors Wealth, LLC21,848$1.54M0.11%+1,50913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,400$1.51M0.03%+93813F-HR/ATimeline
WELLINGTON-ALTUS USA INC.19,842$1.46M0.86%+18,74013F-HRTimeline
Cooper Financial Group19,576$1.38M0.14%-51813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,122$1.35M<0.01%+12,96913F-HRTimelineGroup
Parcion Private Wealth LLC18,878$1.33M0.08%+82013F-HRTimeline
Darwin Wealth Management, LLC18,276$1.29M0.4%-17,72413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,252$1.28M0.02%-3,80013F-HRTimelineGroup
Arax Advisory Partners18,233$1.28M0.04%-2513F-HRTimeline
Patten Group, Inc.18,192$1.28M0.22%-4,45213F-HRTimeline
Concorde Asset Management, LLC18,171$1.28M0.63%-94513F-HRTimeline
Maia Wealth LLC18,097$1.27M0.22%+60213F-HRTimeline
Avior Wealth Management, LLC17,611$1.24M0.04%new13F-HRTimeline
ARWA LLC16,658$1.21M0.6%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,037$1.2M<0.01%-59613F-HRTimelineGroup
Meadow Creek Wealth Advisors LLC16,103$1.13M0.73%+1,82613F-HRTimeline
Entelevest, LLC16,090$1.13M1.16%+3,56213F-HRTimeline
Fiscal Wisdom Wealth Management, LLC15,078$1.06M1.02%+8,85713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,031$987K0.05%-85313F-HRTimeline
Brookwood Investment Group LLC14,008$986K0.13%-28613F-HRTimeline
RiverTree Advisors, LLC13,831$973K0.62%+2,42913F-HRTimeline
City Center Advisors, LLC13,821$972K0.9%+28313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC13,602$957K0.16%+10,58013F-HRTimeline
Compound Planning, Inc.13,556$954K0.03%-2,76113F-HRTimeline
Cyndeo Wealth Partners, LLC13,302$936K0.05%-113F-HRTimeline
GeoWealth Management, LLC13,139$924K0.03%+1,33213F-HRTimeline
Moors & Cabot, Inc.13,122$923K0.04%+4,04813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,092$921K0.07%-4,72813F-HRTimeline
Prospera Financial Services Inc12,842$904K0.01%-61613F-HRTimeline
Global Wealth Strategies & Associates12,791$900K0.22%+41413F-HRTimeline
HUB Investment Partners, LLC12,682$892K0.02%013F-HRTimeline
Belpointe Asset Management LLC12,327$867K0.03%-8,11913F-HRTimeline
ROTHSCHILD INVESTMENT LLC12,278$864K0.05%-45013F-HRTimeline
Modern Wealth Management, LLC11,832$835K0.01%+613F-HRTimeline
Atria Investments, Inc11,596$816K0.01%-1,34613F-HRTimeline
Twelve Points Wealth Management LLC11,471$807K0.18%+1,62213F-HRTimeline
Balboa Wealth Partners11,258$792K0.13%+1,22213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,051$778K<0.01%+96113F-HR/ATimelineGroup
LANARK FINANCIAL, INC.10,910$768K0.06%+64313F-HRTimeline
Harvest Investment Services, LLC10,839$763K0.14%+2313F-HRTimeline
CRUX WEALTH ADVISORS10,660$750K0.29%+28913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,383$731K0.01%+77613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,269$723K0.04%-1,10513F-HRTimelineGroup
Gladstone Institutional Advisory LLC9,779$688K0.03%-13513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,744$686K0.01%-46613F-HRTimelineGroup
NewEdge Advisors, LLC9,737$685K<0.01%-51513F-HR/ATimeline
Geneos Wealth Management Inc.9,330$656K0.02%-76513F-HRTimeline
Hyundai Investments Co., Ltd.8,652$601K0.68%+1,49513F-HRTimeline
OneDigital Investment Advisors LLC8,305$584K0.01%-47213F-HRTimeline
Forum Finance Group S.A.10,369$584K0.32%13F-HRTimeline
NewEdge Wealth, LLC8,119$571K0.01%-413F-HRTimeline
Farther Finance Advisors, LLC7,983$564K0.01%-26713F-HRTimeline
Snowden Capital Advisors LLC7,899$556K0.01%+11913F-HRTimeline
Provident Wealth Management, LLC7,617$536K0.16%-34913F-HRTimeline
Vise Technologies, Inc.7,449$529K0.01%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC7,240$509K0.06%+1,80713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,859$483K<0.01%-84513F-HRTimelineGroup
PFG Advisors6,841$481K0.02%-9,58113F-HRTimeline
HBW ADVISORY SERVICES LLC6,840$481K0.05%+18613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC6,784$477K0.17%-7213F-HRTimeline
First Heartland Consultants, Inc.6,439$453K0.03%-4,71813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,359$447K0.01%-5,17013F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC6,349$447K0.16%+71613F-HRTimeline
Western Wealth Management, LLC6,276$442K0.02%+10113F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC6,177$435K0.02%-111,65013F-HRTimeline
CARLSON FINANCIAL, INC.6,106$430K0.25%-413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,826$410K0.02%-1,13813F-HRTimelineGroup
Tempo Wealth, LLC5,356$377K0.07%+513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,416$376K<0.01%+24913F-HR/ATimelineGroup
CHILTON INVESTMENT CO INC.5,196$366K0.01%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,963$349K0.02%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC4,769$336K0.24%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,699$331K0.03%-3,15113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.4,697$330K0.02%+713F-HRTimeline
NOVEM GROUP4,655$328K0.04%new13F-HRTimeline
AMARA FINANCIAL, LLC.4,572$322K0.22%-83113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,453$313K0.01%-913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,428$312K0.01%013F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.4,327$304K0.1%-85913F-HRTimeline
TD Waterhouse Canada Inc.4,181$295K<0.01%+2513F-HRTimeline
Financial Designs Corp4,111$289K0.16%new13F-HRTimeline
Pinnacle Family Advisors, LLC4,049$285K0.13%+10413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,021$283K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,859$272K<0.01%-11,99913F-HRTimelineGroup
L.K. Benson & Company, P.C.3,791$267K0.09%013F-HRTimeline
United Advisor Group, LLC3,649$257K0.03%-59313F-HRTimeline
PATTEN & PATTEN INC/TN3,627$255K0.02%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,521$248K0.01%+28213F-HRTimeline
Dunhill Financial, LLC3,500$246K0.06%new13F-HRTimeline
Wood Tarver Financial Group, LLC3,372$237K0.07%-5913F-HRTimeline
Able Wealth Management LLC3,280$231K0.06%-1,29913F-HRTimeline
Pacific Excel Wealth Advisors, Inc.3,217$226K0.24%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,204$226K0.02%-75913F-HRTimeline
Rathbones Group PLC3,140$221K<0.01%-27213F-HR/ATimeline
Norris Financial Group, LLC3,084$217K0.07%+24213F-HRTimeline