Dynamic Advisor Solutions
FTLS icon

Dynamic Advisor Solutions’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Dynamic Advisor Solutions’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 		$3.72M Buy
48,525
+2,767
+6% +$210K 0.11% 205
2026
Q2 		$3.38M Buy
45,758
+6,720
+17% +$494K 0.1% 225
2026
Q1 		$2.75M Buy
39,038
+3,148
+9% +$223K 0.09% 245
2025
Q4 		$2.55M Buy
35,890
+2,857
+9% +$202K 0.08% 252
2025
Q3 		$2.31M Buy
33,033
+3,407
+12% +$230K 0.07% 291
2025
Q2 		$1.96M Buy
29,626
+4,874
+20% +$313K 0.06% 312
2025
Q1 		$1.59M Buy
24,752
+10,345
+72% +$684K 0.05% 326
2024
Q4 		$948K Buy
14,407
+1,513
+12% +$98.9K 0.04% 320
2024
Q3 		$818K Buy
12,894
+2,592
+25% +$163K 0.02% 504
2024
Q2 		$645K Buy
10,302
+1,628
+19% +$100K 0.02% 564
2024
Q1 		$535K Sell
8,674
-209
-2% -$12.4K 0.02% 585
2023
Q4 		$503K Sell
8,883
-253
-3% -$13.8K 0.02% 577
2023
Q3 		$486K Buy
9,136
+860
+10% +$46K 0.02% 528
2023
Q2 		$437K Sell
8,276
-454
-5% -$23.4K 0.02% 526
2023
Q1 		$444K Sell
8,730
-159
-2% -$7.9K 0.03% 498
2022
Q4 		$434K Sell
8,889
-169
-2% -$8.3K 0.03% 478
2022
Q3 		$424K Buy
9,058
+472
+5% +$23.2K 0.03% 424
2022
Q2 		$418K Buy
8,586
+1,235
+17% +$61.8K 0.03% 446
2022
Q1 		$373K Buy
7,351
+94
+1% +$4.73K 0.03% 498
2021
Q4 		$379K Sell
7,257
-179
-2% -$9.07K 0.03% 501
2021
Q3 		$360K Sell
7,436
-2,175
-23% -$107K 0.03% 523
2021
Q2 		$468K Buy
9,611
+600
+7% +$28.5K 0.04% 449
2021
Q1 		$409K Buy
9,011
+424
+5% +$19.3K 0.04% 423
2020
Q4 		$374K Buy
8,587
+22
+0.3% +$951 0.04% 444
2020
Q3 		$365K Sell
8,565
-517
-6% -$22.1K 0.04% 376
2020
Q2 		$372K Sell
9,082
-130
-1% -$5.2K 0.05% 343
2020
Q1 		$345K Buy
9,212
+273
+3% +$11.3K 0.06% 312
2019
Q4 		$382K Buy
8,939
+3,460
+63% +$145K 0.05% 355
2019
Q3 		$225K Buy
+5,479
New +$223K 0.03% 439

Other funds holding FTLS

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
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
FWA
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFAM
Center For Asset Management Palm Beach Gardens, Florida $222M AUM 14.95% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Dynamic Advisor Solutions's FTLS Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its First Trust Long/Short Equity ETF (FTLS) stake by 6% in Q3 2026, buying an estimated $210K and bringing the position to 48,525 shares worth $3.72M. The position accounts for 0.11% of the portfolio, ranked #205.

Dynamic Advisor Solutions first reported a position in FTLS in Q3 2019 and has held it in 29 quarters since. 42 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

  • Dynamic Advisor Solutions held 48,525 shares of First Trust Long/Short Equity ETF worth $3.72M as of Q3 2026.
  • Dynamic Advisor Solutions bought 2,767 First Trust Long/Short Equity ETF shares in Q3 2026, an estimated $210K.
  • First Trust Long/Short Equity ETF made up 0.11% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #205 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Long/Short Equity ETF in Q3 2019 and has held it in 29 quarters since.
  • 42 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.