FTLS

First Trust Long Short Eqty

Latest period2026 - Q1Total superinvestors258

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 258 superinvestors own shares of First Trust Long Short Eqty (FTLS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Long Short Eqty (FTLS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Long Short Eqty (FTLS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Long Short Eqty (FTLS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Increased 1.1%
0.03%
$373.61M
5.31M shares@ 70.37 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 2.25%
0.04%
$183.381M
2.606M shares@ 70.37 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 1.39%
0.05%
$171.02M
2.431M shares@ 70.36 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Decreased -3.64%
0.04%
$158.232M
2.248M shares@ 70.38 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 4.2%
0.02%
$43.06M
611,993 shares@ 70.37 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 1.47%
0.02%
$42.037M
597,455 shares@ 70.37 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 5.71%
0.05%
$41.085M
583,922 shares@ 70.36 avg price
John Koval@Assetmark, Inc
Recent Activity
Increased 9.32%
0.08%
$39.066M
555,229 shares@ 70.37 avg price
Scott Kellett@Central Trust Co
Recent Activity
Increased 10.75%
0.65%
$32.933M
468,069 shares@ 70.36 avg price
Caroline D. Hoang@Truist Financial Corp
Recent Activity
Decreased -9.04%
0.05%
$30.293M
430,547 shares@ 70.36 avg price

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