Citizens Financial Group
FTLS icon

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

Citizens Financial 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 		$930K Sell
12,125
-1,860
-13% -$141K 0.01% 526
2026
Q2 		$1.03M Sell
13,985
-4,267
-23% -$313K 0.01% 439
2026
Q1 		$1.28M Sell
18,252
-3,800
-17% -$269K 0.02% 349
2025
Q4 		$1.57M Sell
22,052
-2,757
-11% -$195K 0.02% 314
2025
Q3 		$1.74M Buy
24,809
+4,035
+19% +$272K 0.02% 307
2025
Q2 		$1.38M Sell
20,774
-18,745
-47% -$1.2M 0.02% 303
2025
Q1 		$2.53M Buy
39,519
+17
+0% +$1.12K 0.05% 210
2024
Q4 		$2.6M Buy
39,502
+2,946
+8% +$192K 0.05% 203
2024
Q3 		$2.32M Buy
36,556
+39
+0.1% +$2.45K 0.05% 204
2024
Q2 		$2.29M Hold
36,517
– – 0.05% 194
2024
Q1 		$2.25M Sell
36,517
-1,836
-5% -$109K 0.08% 148
2023
Q4 		$2.16M Buy
38,353
+20,533
+115% +$1.12M 0.07% 161
2023
Q3 		$947K Buy
+17,820
New +$952K 0.04% 196

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Cornerstone Planning Group
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
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Live Oak Investment Partners
Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Citizens Financial Group's FTLS Position: Q3 2026 in Review

Citizens Financial Group reduced its First Trust Long/Short Equity ETF (FTLS) stake by 13% in Q3 2026, selling an estimated $141K and leaving 12,125 shares worth $930K. The position accounts for 0.01% of the portfolio, ranked #526.

Citizens Financial Group first reported a position in FTLS in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.6M in Q4 2024. 69 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

  • Citizens Financial Group held 12,125 shares of First Trust Long/Short Equity ETF worth $930K as of Q3 2026.
  • Citizens Financial Group sold 1,860 First Trust Long/Short Equity ETF shares in Q3 2026, an estimated $141K.
  • First Trust Long/Short Equity ETF made up 0.01% of Citizens Financial Group's portfolio in Q3 2026, its #526 holding.
  • Citizens Financial Group first reported a position in First Trust Long/Short Equity ETF in Q3 2023 and has held it in 13 quarters since.
  • Citizens Financial Group's First Trust Long/Short Equity ETF position peaked at $2.6M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on Citizens Financial Group's 13F filing for Q3 2026, filed 23 Oct 2026.