Comprehensive Financial Planning’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Comprehensive Financial Planning’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	$29.5K	Buy	400 +26	+7%	+$1.91K	0.02%	210
2026 Q1	$26.4K	Sell	374 -90	-19%	-$6.38K	0.02%	196
2025 Q4	$33K	Sell	464 -51	-10%	-$3.6K	0.02%	185
2025 Q3	$36K	Buy	515 +3	+0.6%	+$202	0.02%	180
2025 Q2	$33.9K	Sell	512 -3	-0.6%	-$193	0.03%	173
2025 Q1	$33K	Sell	515 -32	-6%	-$2.12K	0.03%	157
2024 Q4	$36K	Buy	+547	New	+$35.7K	0.03%	172

Other funds holding FTLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Comprehensive Financial Planning's FTLS Position: Q2 2026 in Review

Comprehensive Financial Planning increased its First Trust Long/Short Equity ETF (FTLS) stake by 7% in Q2 2026, buying an estimated $1.91K and bringing the position to 400 shares worth $29.5K. The position accounts for 0.02% of the portfolio, ranked #210.

Comprehensive Financial Planning first reported a position in FTLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $36K in Q3 2025. 268 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Comprehensive Financial Planning held 400 shares of First Trust Long/Short Equity ETF worth $29.5K as of Q2 2026.
Comprehensive Financial Planning bought 26 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $1.91K.
First Trust Long/Short Equity ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #210 holding.
Comprehensive Financial Planning first reported a position in First Trust Long/Short Equity ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's First Trust Long/Short Equity ETF position peaked at $36K in Q3 2025.
268 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.