CX Institutional
FTLS icon

CX Institutional’s First Trust Long/Short Equity ETF FTLS Stock Holding History

CX Institutional’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 		$42K Buy
550
+5
+0.9% +$379 ﹤0.01% 1048
2026
Q2 		$40K Sell
545
-33
-6% -$2.42K ﹤0.01% 1018
2026
Q1 		$41K Sell
578
-8
-1% -$567 ﹤0.01% 1003
2025
Q4 		$42K Sell
586
-25
-4% -$1.77K ﹤0.01% 1000
2025
Q3 		$43K Sell
611
-12
-2% -$809 ﹤0.01% 967
2025
Q2 		$41K Sell
623
-11
-2% -$706 ﹤0.01% 887
2025
Q1 		$41K Buy
+634
New +$41.9K ﹤0.01% 866
2023
Q3 		– Sell
-4,545
Closed -$240K – 507
2023
Q2 		$240K Sell
4,545
-1,202
-21% -$62.1K 0.01% 470
2023
Q1 		$295K Sell
5,747
-419
-7% -$20.8K 0.02% 413
2022
Q4 		$301K Sell
6,166
-5,091
-45% -$250K 0.02% 429
2022
Q3 		$527K Buy
11,257
+1,261
+13% +$62K 0.04% 326
2022
Q2 		$486K Sell
9,996
-832
-8% -$41.6K 0.04% 341
2022
Q1 		$549K Buy
10,828
+641
+6% +$32.3K 0.04% 263
2021
Q4 		$531K Sell
10,187
-421
-4% -$21.3K 0.04% 246
2021
Q3 		$513K Sell
10,608
-213
-2% -$10.5K 0.04% 258
2021
Q2 		$526K Buy
10,821
+62
+0.6% +$2.94K 0.04% 244
2021
Q1 		$489K Sell
10,759
-15,118
-58% -$689K 0.04% 230
2020
Q4 		$1.13M Sell
25,877
-2,479
-9% -$107K 0.11% 186
2020
Q3 		$1.21M Buy
28,356
+2,856
+11% +$122K 0.13% 162
2020
Q2 		$1.05M Buy
25,500
+12,604
+98% +$504K 0.14% 147
2020
Q1 		$483K Sell
12,896
-4,100
-24% -$170K 0.08% 179
2019
Q4 		$726K Sell
16,996
-112
-0.7% -$4.68K 0.13% 129
2019
Q3 		$701K Buy
17,108
+555
+3% +$22.6K 0.11% 148
2019
Q2 		$666K Buy
16,553
+8,063
+95% +$319K 0.11% 145
2019
Q1 		$333K Buy
8,490
+6,239
+277% +$240K 0.06% 174
2018
Q4 		$83K Sell
2,251
-2,407
-52% -$92.4K 0.02% 213
2018
Q3 		$189K Buy
4,658
+3,073
+194% +$123K 0.06% 120
2018
Q2 		$62K Buy
+1,585
New +$62K 0.02% 146

Other funds holding FTLS

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Live Oak Investment Partners
Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

CX Institutional's FTLS Position: Q3 2026 in Review

CX Institutional increased its First Trust Long/Short Equity ETF (FTLS) stake by 0.92% in Q3 2026, buying an estimated $379 and bringing the position to 550 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

CX Institutional first reported a position in FTLS in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.21M in Q3 2020. 69 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

  • CX Institutional held 550 shares of First Trust Long/Short Equity ETF worth $42K as of Q3 2026.
  • CX Institutional bought 5 First Trust Long/Short Equity ETF shares in Q3 2026, an estimated $379.
  • First Trust Long/Short Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1048 holding.
  • CX Institutional first reported a position in First Trust Long/Short Equity ETF in Q2 2018 and has held it in 28 quarters since.
  • CX Institutional's First Trust Long/Short Equity ETF position peaked at $1.21M in Q3 2020.
  • 69 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.