EWA
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
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
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return