Creative Planning
FTLS icon

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

Creative 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
2025
Q1 		– Sell
-147
Closed -$9.67K – 3563
2024
Q4 		$9.67K Buy
+147
New +$9.61K ﹤0.01% 3385
2021
Q4 		– Sell
-4,379
Closed -$212K – 2136
2021
Q3 		$212K Sell
4,379
-597
-12% -$29.3K ﹤0.01% 1827
2021
Q2 		$242K Buy
4,976
+81
+2% +$3.85K ﹤0.01% 1686
2021
Q1 		$222K Buy
+4,895
New +$223K ﹤0.01% 2015
2016
Q4 		– Sell
-140
Closed -$5K – 4685
2016
Q3 		$5K Sell
140
-360
-72% -$11.8K ﹤0.01% 3868
2016
Q2 		$16K Hold
500
– – ﹤0.01% 2941
2016
Q1 		$16K Hold
500
– – ﹤0.01% 2914
2015
Q4 		$16K Hold
500
– – ﹤0.01% 2980
2015
Q3 		$16K Buy
+500
New +$16K ﹤0.01% 2896

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return