Center For Asset Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Center For Asset 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 Q3	$4.03M	Buy	52,520 +2,185	+4%	+$166K	1.81%	15
2026 Q2	$3.71M	Buy	50,335 +1,106	+2%	+$81.3K	1.65%	18
2026 Q1	$3.46M	Buy	49,229 +7,468	+18%	+$529K	1.72%	17
2025 Q4	$2.96M	Buy	+41,761	New	+$2.95M	1.55%	17

Other funds holding FTLS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Center For Asset Management's FTLS Position: Q3 2026 in Review

Center For Asset Management increased its First Trust Long/Short Equity ETF (FTLS) stake by 4.3% in Q3 2026, buying an estimated $166K and bringing the position to 52,520 shares worth $4.03M. The position accounts for 1.81% of the portfolio, ranked #15.

Center For Asset Management first reported a position in FTLS in Q4 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

Center For Asset Management held 52,520 shares of First Trust Long/Short Equity ETF worth $4.03M as of Q3 2026.
Center For Asset Management bought 2,185 First Trust Long/Short Equity ETF shares in Q3 2026, an estimated $166K.
First Trust Long/Short Equity ETF made up 1.81% of Center For Asset Management's portfolio in Q3 2026, its #15 holding.
Center For Asset Management first reported a position in First Trust Long/Short Equity ETF in Q4 2025 and has held it in 4 quarters since.
105 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on Center For Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.