Financial Gravity Companies’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Financial Gravity Companies’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	$959	Buy	+13	New	+$955	﹤0.01%	815
2018 Q4	$2K	Buy	+48	New	+$1.84K	﹤0.01%	917
2018 Q1	$2K	Buy	+48	New	+$1.92K	﹤0.01%	948

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 22.96% 1-Year Est. Return

Financial Gravity Companies's FTLS Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in First Trust Long/Short Equity ETF (FTLS) in Q2 2026: 13 shares worth $959. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FTLS as recently as Q4 2018.

Financial Gravity Companies first reported a position in FTLS in Q1 2018 and has held it in 3 quarters since. The position peaked at $2K in Q4 2018. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Financial Gravity Companies held 13 shares of First Trust Long/Short Equity ETF worth $959 as of Q2 2026.
First Trust Long/Short Equity ETF was a new Financial Gravity Companies position in Q2 2026.
First Trust Long/Short Equity ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #815 holding.
Financial Gravity Companies first reported a position in First Trust Long/Short Equity ETF in Q1 2018 and has held it in 3 quarters since.
Financial Gravity Companies's First Trust Long/Short Equity ETF position peaked at $2K in Q4 2018.
267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.