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Clearstead Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Clearstead Advisors’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 		– Sell
-267
Closed -$18.7K – 2930
2025
Q3 		$18.7K Buy
+267
New +$18K ﹤0.01% 1672

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $94B AUM 20.14% 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

Clearstead Advisors's FTLS Position: Q4 2025 in Review

Clearstead Advisors sold out of First Trust Long/Short Equity ETF (FTLS) in Q4 2025, closing a stake of 267 shares — an estimated $18.7K sold.

Clearstead Advisors first reported a position in FTLS in Q3 2025 and held it in 1 quarter. The position peaked at $18.7K in Q3 2025. 253 funds tracked by Wall St. Rank hold FTLS as of Q4 2025.

  • Clearstead Advisors reported no remaining First Trust Long/Short Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 267 First Trust Long/Short Equity ETF shares in Q4 2025, an estimated $18.7K.
  • Clearstead Advisors first reported a position in First Trust Long/Short Equity ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's First Trust Long/Short Equity ETF position peaked at $18.7K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.