FD
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Financial Designs’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Financial Designs’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 		$374K Buy
5,062
+951
+23% +$69.9K 0.2% 28
2026
Q1 		$289K Buy
+4,111
New +$291K 0.16% 30

Other funds holding FTLS

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Designs's FTLS Position: Q2 2026 in Review

Financial Designs increased its First Trust Long/Short Equity ETF (FTLS) stake by 23% in Q2 2026, buying an estimated $69.9K and bringing the position to 5,062 shares worth $374K. The position accounts for 0.2% of the portfolio, ranked #28.

Financial Designs first reported a position in FTLS in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

  • Financial Designs held 5,062 shares of First Trust Long/Short Equity ETF worth $374K as of Q2 2026.
  • Financial Designs bought 951 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $69.9K.
  • First Trust Long/Short Equity ETF made up 0.2% of Financial Designs's portfolio in Q2 2026, its #28 holding.
  • Financial Designs first reported a position in First Trust Long/Short Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.