Diversify Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Diversify Wealth Management’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	$3.07M	Buy	+40,933	New	+$3.01M	0.05%	284

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

Diversify Wealth Management's FTLS Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in First Trust Long/Short Equity ETF (FTLS) in Q2 2026: 40,933 shares worth $3.07M. The stake represents 0.05% of the portfolio and ranks #284 among its holdings.

266 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Diversify Wealth Management held 40,933 shares of First Trust Long/Short Equity ETF worth $3.07M as of Q2 2026.
First Trust Long/Short Equity ETF was a new Diversify Wealth Management position in Q2 2026.
First Trust Long/Short Equity ETF made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #284 holding.
266 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.