BFS
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Burkett Financial Services’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Burkett Financial Services’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 		$31.7K Buy
429
+29
+7% +$2.13K 0.01% 123
2026
Q1 		$28.1K Hold
400
– – 0.01% 128
2025
Q4 		$28.4K Hold
400
– – 0.01% 125
2025
Q3 		$28K Buy
+400
New +$27K 0.01% 125

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
RA
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
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

Burkett Financial Services's FTLS Position: Q2 2026 in Review

Burkett Financial Services increased its First Trust Long/Short Equity ETF (FTLS) stake by 7.3% in Q2 2026, buying an estimated $2.13K and bringing the position to 429 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #123.

Burkett Financial Services first reported a position in FTLS in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

  • Burkett Financial Services held 429 shares of First Trust Long/Short Equity ETF worth $31.7K as of Q2 2026.
  • Burkett Financial Services bought 29 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $2.13K.
  • First Trust Long/Short Equity ETF made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #123 holding.
  • Burkett Financial Services first reported a position in First Trust Long/Short Equity ETF in Q3 2025 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 Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.