EverSource Wealth Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

EverSource Wealth Advisors’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	$8.63K	Hold	117	–	–	﹤0.01%	2987
2026 Q1	$8.23K	Hold	117	–	–	﹤0.01%	3018
2025 Q4	$8.31K	Hold	117	–	–	﹤0.01%	2890
2025 Q3	$8.18K	Sell	117 -148	-56%	-$9.98K	﹤0.01%	2926
2025 Q2	$17.6K	Buy	265 +148	+126%	+$9.51K	﹤0.01%	2401
2025 Q1	$7.5K	Hold	117	–	–	﹤0.01%	2282
2024 Q4	$7.7K	Hold	117	–	–	﹤0.01%	2138
2024 Q3	$7.43K	Hold	117	–	–	﹤0.01%	2029
2024 Q2	$7.36K	Hold	117	–	–	﹤0.01%	2033
2024 Q1	$6.93K	Hold	117	–	–	﹤0.01%	1878
2023 Q4	$6.58K	Hold	117	–	–	﹤0.01%	1745
2023 Q3	$6.22K	Buy	+117	New	+$6.25K	﹤0.01%	1613

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 22.9% 1-Year Est. Return

EverSource Wealth Advisors's FTLS Position: Q2 2026 in Review

EverSource Wealth Advisors held its First Trust Long/Short Equity ETF (FTLS) position steady in Q2 2026 at 117 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2987.

EverSource Wealth Advisors first reported a position in FTLS in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.6K in Q2 2025. 268 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

EverSource Wealth Advisors held 117 shares of First Trust Long/Short Equity ETF worth $8.63K as of Q2 2026.
EverSource Wealth Advisors left its First Trust Long/Short Equity ETF share count unchanged in Q2 2026.
First Trust Long/Short Equity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2987 holding.
EverSource Wealth Advisors first reported a position in First Trust Long/Short Equity ETF in Q3 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's First Trust Long/Short Equity ETF position peaked at $17.6K in Q2 2025.
268 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.