Financial Designs
FTLS icon

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
Q3 		$388K Hold
5,062
– – 0.2% 26
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 $59.5B AUM 15.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
IMG Wealth Management
IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Financial Designs's FTLS Position: Q3 2026 in Review

Financial Designs held its First Trust Long/Short Equity ETF (FTLS) position steady in Q3 2026 at 5,062 shares worth $388K. The position accounts for 0.2% of the portfolio, ranked #26.

Financial Designs first reported a position in FTLS in Q1 2026 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

  • Financial Designs held 5,062 shares of First Trust Long/Short Equity ETF worth $388K as of Q3 2026.
  • Financial Designs left its First Trust Long/Short Equity ETF share count unchanged in Q3 2026.
  • First Trust Long/Short Equity ETF made up 0.2% of Financial Designs's portfolio in Q3 2026, its #26 holding.
  • Financial Designs first reported a position in First Trust Long/Short Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.