CIBC Private Wealth Group
FTLS icon

CIBC Private Wealth Group’s First Trust Long/Short Equity ETF FTLS Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$169K Sell
2,376
-1,511
-39% -$107K ﹤0.01% 1277
2025
Q3 		$272K Buy
3,887
+3,886
+388,600% +$262K ﹤0.01% 1049
2025
Q2 		$65 Sell
1
-43
-98% -$2.76K ﹤0.01% 2995
2025
Q1 		$2.64K Buy
+44
New +$2.91K ﹤0.01% 2623

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

CIBC Private Wealth Group's FTLS Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its First Trust Long/Short Equity ETF (FTLS) stake by 39% in Q4 2025, selling an estimated $107K and leaving 2,376 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

CIBC Private Wealth Group first reported a position in FTLS in Q1 2025 and has held it in 4 quarters since. The position peaked at $272K in Q3 2025. 254 funds tracked by Wall St. Rank hold FTLS as of Q4 2025.

  • CIBC Private Wealth Group held 2,376 shares of First Trust Long/Short Equity ETF worth $169K as of Q4 2025.
  • CIBC Private Wealth Group sold 1,511 First Trust Long/Short Equity ETF shares in Q4 2025, an estimated $107K.
  • First Trust Long/Short Equity ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1277 holding.
  • CIBC Private Wealth Group first reported a position in First Trust Long/Short Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's First Trust Long/Short Equity ETF position peaked at $272K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.