Cyndeo Wealth Partners
FTLS icon

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
Q3 		$1.26M Buy
16,471
+2,713
+20% +$206K 0.06% 246
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% +$5.4K 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

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
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
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
FOCUS Wealth Advisors
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Cyndeo Wealth Partners's FTLS Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its First Trust Long/Short Equity ETF (FTLS) stake by 20% in Q3 2026, buying an estimated $206K and bringing the position to 16,471 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #246.

Cyndeo Wealth Partners first reported a position in FTLS in Q3 2024 and has held it in 9 quarters since. 56 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

  • Cyndeo Wealth Partners held 16,471 shares of First Trust Long/Short Equity ETF worth $1.26M as of Q3 2026.
  • Cyndeo Wealth Partners bought 2,713 First Trust Long/Short Equity ETF shares in Q3 2026, an estimated $206K.
  • First Trust Long/Short Equity ETF made up 0.06% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #246 holding.
  • Cyndeo Wealth Partners first reported a position in First Trust Long/Short Equity ETF in Q3 2024 and has held it in 9 quarters since.
  • 56 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.