Bessemer Group
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Bessemer Group’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Bessemer Group’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
Q3 		$51K Buy
+659
New +$49.9K ﹤0.01% 1712
2026
Q2 		– Sell
-2,570
Closed -$181K – 2557
2026
Q1 		$181K Buy
+2,570
New +$182K ﹤0.01% 1416

Other funds holding FTLS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
EdgeRock Capital
EdgeRock Capital Denver, Colorado $461M AUM 17.31% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Bessemer Group's FTLS Position: Q3 2026 in Review

Bessemer Group opened a new position in First Trust Long/Short Equity ETF (FTLS) in Q3 2026: 659 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings. This is a return to the name: Bessemer Group previously reported a position in FTLS as recently as Q1 2026.

Bessemer Group first reported a position in FTLS in Q1 2026 and has held it in 2 quarters since. The position peaked at $181K in Q1 2026. 170 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

  • Bessemer Group held 659 shares of First Trust Long/Short Equity ETF worth $51K as of Q3 2026.
  • First Trust Long/Short Equity ETF was a new Bessemer Group position in Q3 2026.
  • First Trust Long/Short Equity ETF made up ﹤0.01% of Bessemer Group's portfolio in Q3 2026, its #1712 holding.
  • Bessemer Group first reported a position in First Trust Long/Short Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Bessemer Group's First Trust Long/Short Equity ETF position peaked at $181K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.