Cyndeo Wealth Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Cyndeo Wealth Partners’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 Q2	$1.02M	Buy	13,758 +456	+3%	+$33.5K	0.05%	258
2026 Q1	$936K	Sell	13,302 -1	-0%	-$71	0.05%	242
2025 Q4	$944K	Buy	13,303 +259	+2%	+$18.3K	0.05%	244
2025 Q3	$912K	Buy	13,044 +80	+0.6%	+$5.39K	0.05%	246
2025 Q2	$859K	Buy	12,964 +296	+2%	+$19K	0.05%	245
2025 Q1	$812K	Buy	12,668 +722	+6%	+$47.8K	0.05%	241
2024 Q4	$786K	Sell	11,946 -682	-5%	-$44.6K	0.05%	242
2024 Q3	$801K	Buy	+12,628	New	+$792K	0.06%	242

Other funds holding FTLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cyndeo Wealth Partners's FTLS Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its First Trust Long/Short Equity ETF (FTLS) stake by 3.4% in Q2 2026, buying an estimated $33.5K and bringing the position to 13,758 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #258.

Cyndeo Wealth Partners first reported a position in FTLS in Q3 2024 and has held it in 8 quarters since. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Cyndeo Wealth Partners held 13,758 shares of First Trust Long/Short Equity ETF worth $1.02M as of Q2 2026.
Cyndeo Wealth Partners bought 456 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $33.5K.
First Trust Long/Short Equity ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #258 holding.
Cyndeo Wealth Partners first reported a position in First Trust Long/Short Equity ETF in Q3 2024 and has held it in 8 quarters since.
267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

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