Cornerstone Planning Group
FTLS icon

Cornerstone Planning Group’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Cornerstone Planning 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 		$19.6M Buy
252,778
+8,607
+4% +$652K 2.43% 10
2026
Q2 		$18.4M Buy
244,171
+8,550
+4% +$628K 2.32% 11
2026
Q1 		$17.4M Buy
235,621
+18,044
+8% +$1.28M 2.32% 10
2025
Q4 		$15.6M Sell
217,577
-5,536
-2% -$391K 2.44% 10
2025
Q3 		$15.9M Buy
223,113
+4,205
+2% +$284K 2.54% 11
2025
Q2 		$14.5M Buy
218,908
+19,191
+10% +$1.23M 2.96% 11
2025
Q1 		$12.5M Buy
199,717
+11,006
+6% +$728K 2.98% 10
2024
Q4 		$12.6M Buy
188,711
+5,063
+3% +$331K 3.11% 9
2024
Q3 		$11.8M Buy
183,648
+10,609
+6% +$665K 3.11% 11
2024
Q2 		$10.5M Buy
173,039
+11,475
+7% +$702K 3.01% 10
2024
Q1 		$9.7M Buy
161,564
+11,615
+8% +$689K 3.02% 10
2023
Q4 		$8.44M Buy
149,949
+9,808
+7% +$536K 2.79% 10
2023
Q3 		$7.45M Buy
140,141
+21,122
+18% +$1.13M 2.84% 11
2023
Q2 		$6.28M Buy
+119,019
New +$6.14M 2.48% 10
2022
Q4 		$5M Buy
+101,327
New +$4.97M 2.09% 11

Other funds holding FTLS

Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFAM
Center For Asset Management Palm Beach Gardens, Florida $222M AUM 14.95% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Cornerstone Planning Group's FTLS Position: Q3 2026 in Review

Cornerstone Planning Group increased its First Trust Long/Short Equity ETF (FTLS) stake by 3.5% in Q3 2026, buying an estimated $652K and bringing the position to 252,778 shares worth $19.6M. The position accounts for 2.43% of the portfolio, ranked #10.

Cornerstone Planning Group first reported a position in FTLS in Q4 2022 and has held it in 15 quarters since. 39 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

  • Cornerstone Planning Group held 252,778 shares of First Trust Long/Short Equity ETF worth $19.6M as of Q3 2026.
  • Cornerstone Planning Group bought 8,607 First Trust Long/Short Equity ETF shares in Q3 2026, an estimated $652K.
  • First Trust Long/Short Equity ETF made up 2.43% of Cornerstone Planning Group's portfolio in Q3 2026, its #10 holding.
  • Cornerstone Planning Group first reported a position in First Trust Long/Short Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 39 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.