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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$799K Buy
10,825
+165
+2% +$12.1K 0.28% 92
2026
Q1
$750K Buy
10,660
+289
+3% +$20.5K 0.29% 91
2025
Q4
$736K Buy
10,371
+1,228
+13% +$86.7K 0.27% 96
2025
Q3
$640K Sell
9,143
-125
-1% -$8.43K 0.25% 102
2025
Q2
$614K Buy
9,268
+1,894
+26% +$122K 0.26% 98
2025
Q1
$472K Buy
7,374
+1,125
+18% +$74.4K 0.25% 115
2024
Q4
$411K Buy
+6,249
New +$408K 0.23% 107

Other funds holding FTLS

Crux Wealth Advisors's FTLS Position: Q2 2026 in Review

Crux Wealth Advisors increased its First Trust Long/Short Equity ETF (FTLS) stake by 1.5% in Q2 2026, buying an estimated $12.1K and bringing the position to 10,825 shares worth $799K. The position accounts for 0.28% of the portfolio, ranked #92.

Crux Wealth Advisors first reported a position in FTLS in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

  • Crux Wealth Advisors held 10,825 shares of First Trust Long/Short Equity ETF worth $799K as of Q2 2026.
  • Crux Wealth Advisors bought 165 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $12.1K.
  • First Trust Long/Short Equity ETF made up 0.28% of Crux Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Crux Wealth Advisors first reported a position in First Trust Long/Short Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.