Avior Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Avior Wealth Management’s Portfolio FTLS Stock Details FTLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Buy	17,643 +32	+0.2%	+$2.35K	0.03%	313
2026 Q1	$1.24M	Buy	+17,611	New	+$1.25M	0.04%	313
2024 Q2	–	Sell	-678	Closed	-$41.8K	–	2815
2024 Q1	$41.8K	Buy	+678	New	+$40.2K	﹤0.01%	1297
2023 Q2	–	Sell	-400	Closed	-$20.3K	–	1610
2023 Q1	$20.3K	Buy	+400	New	+$19.9K	﹤0.01%	938

Other funds holding FTLS

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Avior Wealth Management's FTLS Position: Q2 2026 in Review

Avior Wealth Management increased its First Trust Long/Short Equity ETF (FTLS) stake by 0.18% in Q2 2026, buying an estimated $2.35K and bringing the position to 17,643 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #313.

Avior Wealth Management first reported a position in FTLS in Q1 2023 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Avior Wealth Management held 17,643 shares of First Trust Long/Short Equity ETF worth $1.3M as of Q2 2026.
Avior Wealth Management bought 32 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $2.35K.
First Trust Long/Short Equity ETF made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #313 holding.
Avior Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q1 2023 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.