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Crossmark Global Holdings’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Crossmark Global Holdings’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
-7,180
Closed -$502K – 1265
2025
Q3 		$502K Sell
7,180
-453
-6% -$30.6K 0.01% 897
2025
Q2 		$505K Sell
7,633
-21
-0.3% -$1.35K 0.01% 885
2025
Q1 		$489K Buy
+7,654
New +$506K 0.01% 880

Other funds holding FTLS

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Crossmark Global Holdings's FTLS Position: Q4 2025 in Review

Crossmark Global Holdings sold out of First Trust Long/Short Equity ETF (FTLS) in Q4 2025, closing a stake of 7,180 shares — an estimated $502K sold.

Crossmark Global Holdings first reported a position in FTLS in Q1 2025 and held it in 3 quarters. The position peaked at $505K in Q2 2025. 255 funds tracked by Wall St. Rank hold FTLS as of Q4 2025.

  • Crossmark Global Holdings reported no remaining First Trust Long/Short Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 7,180 First Trust Long/Short Equity ETF shares in Q4 2025, an estimated $502K.
  • Crossmark Global Holdings first reported a position in First Trust Long/Short Equity ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's First Trust Long/Short Equity ETF position peaked at $505K in Q2 2025.
  • 255 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.