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

Crux Wealth Advisors’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	$873K	Buy	11,634 +809	+7%	+$61.3K	0.28%	100
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $461M AUM 17.31% 1-Year Est. Return

Crux Wealth Advisors's FTLS Position: Q3 2026 in Review

Crux Wealth Advisors increased its First Trust Long/Short Equity ETF (FTLS) stake by 7.5% in Q3 2026, buying an estimated $61.3K and bringing the position to 11,634 shares worth $873K. The position accounts for 0.28% of the portfolio, ranked #100.

Crux Wealth Advisors first reported a position in FTLS in Q4 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

Crux Wealth Advisors held 11,634 shares of First Trust Long/Short Equity ETF worth $873K as of Q3 2026.
Crux Wealth Advisors bought 809 First Trust Long/Short Equity ETF shares in Q3 2026, an estimated $61.3K.
First Trust Long/Short Equity ETF made up 0.28% of Crux Wealth Advisors's portfolio in Q3 2026, its #100 holding.
Crux Wealth Advisors first reported a position in First Trust Long/Short Equity ETF in Q4 2024 and has held it in 8 quarters since.
212 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on Crux Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.