Ethos Financial Group’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Ethos Financial Group’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 Q1	$13.3M	Buy	189,146 +7,010	+4%	+$497K	0.97%	22
2025 Q4	$12.9M	Buy	182,136 +10,414	+6%	+$736K	0.96%	22
2025 Q3	$12M	Buy	171,722 +1,623	+1%	+$109K	0.94%	27
2025 Q2	$11.3M	Buy	170,099 +13,800	+9%	+$886K	0.97%	24
2025 Q1	$10.3M	Hold	156,299	–	–	0.98%	25
2024 Q4	$10.3M	Buy	156,299 +152,745	+4,298%	+$9.98M	1.34%	20
2024 Q3	$226K	Buy	+3,554	New	+$223K	0.04%	252

Other funds holding FTLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ethos Financial Group's FTLS Position: Q1 2026 in Review

Ethos Financial Group increased its First Trust Long/Short Equity ETF (FTLS) stake by 3.8% in Q1 2026, buying an estimated $497K and bringing the position to 189,146 shares worth $13.3M. The position accounts for 0.97% of the portfolio, ranked #22.

Ethos Financial Group first reported a position in FTLS in Q3 2024 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold FTLS as of Q1 2026.

Ethos Financial Group held 189,146 shares of First Trust Long/Short Equity ETF worth $13.3M as of Q1 2026.
Ethos Financial Group bought 7,010 First Trust Long/Short Equity ETF shares in Q1 2026, an estimated $497K.
First Trust Long/Short Equity ETF made up 0.97% of Ethos Financial Group's portfolio in Q1 2026, its #22 holding.
Ethos Financial Group first reported a position in First Trust Long/Short Equity ETF in Q3 2024 and has held it in 7 quarters since.
259 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.