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Bartlett & Co Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-76
Closed -$5.39K – 1321
2025
Q4 		$5.39K Buy
+76
New +$5.37K ﹤0.01% 1006

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bartlett & Co Wealth Management's FTLS Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2026, closing a stake of 76 shares — an estimated $5.39K sold.

Bartlett & Co Wealth Management first reported a position in FTLS in Q4 2025 and held it in 1 quarter. The position peaked at $5.39K in Q4 2025. 261 funds tracked by Wall St. Rank hold FTLS as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining First Trust Long/Short Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 76 First Trust Long/Short Equity ETF shares in Q1 2026, an estimated $5.39K.
  • Bartlett & Co Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q4 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's First Trust Long/Short Equity ETF position peaked at $5.39K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.