Capital Management Associates Inc’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Capital Management Associates Inc’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	$210K	Buy	+2,840	New	+$209K	0.04%	150

Other funds holding FTLS

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

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

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

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

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

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Guilbault Capital Metairie, Louisiana $99.6M AUM

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

Capital Management Associates Inc's FTLS Position: Q2 2026 in Review

Capital Management Associates Inc opened a new position in First Trust Long/Short Equity ETF (FTLS) in Q2 2026: 2,840 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #150 among its holdings.

65 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Capital Management Associates Inc held 2,840 shares of First Trust Long/Short Equity ETF worth $210K as of Q2 2026.
First Trust Long/Short Equity ETF was a new Capital Management Associates Inc position in Q2 2026.
First Trust Long/Short Equity ETF made up 0.04% of Capital Management Associates Inc's portfolio in Q2 2026, its #150 holding.
65 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.