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Gateway Wealth Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Gateway Wealth Partners’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 		$4.09M Buy
58,064
+37,517
+183% +$2.66M 0.16% 153
2025
Q4 		$1.46M Buy
20,547
+8,865
+76% +$626K 0.16% 148
2025
Q3 		$817K Sell
11,682
-18,210
-61% -$1.23M 0.11% 185
2025
Q2 		$1.98M Sell
29,892
-3,602
-11% -$231K 0.38% 77
2025
Q1 		$2.15M Buy
33,494
+23,357
+230% +$1.55M 0.48% 61
2024
Q4 		$667K Sell
10,137
-215
-2% -$14K 0.17% 132
2024
Q3 		$657K Sell
10,352
-483
-4% -$30.3K 0.18% 124
2024
Q2 		$678K Buy
+10,835
New +$663K 0.21% 119

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Ameriprise
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Envestnet Asset Management
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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 $74.2B AUM 21.09% 1-Year Est. Return