GRP
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Global Retirement Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Global Retirement 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
2025
Q4 		$3.56M Buy
50,105
+14,532
+41% +$1.03M 0.06% 284
2025
Q3 		$2.49M Sell
35,573
-216
-0.6% -$14.6K 0.06% 309
2025
Q2 		$2.37M Buy
+35,789
New +$2.3M 0.06% 294
2024
Q4 		$1.6M Sell
24,355
-176
-0.7% -$11.5K 0.05% 341
2024
Q3 		$1.56M Sell
24,531
-51
-0.2% -$3.2K 0.05% 341
2024
Q2 		$1.54M Buy
24,582
+3,934
+19% +$241K 0.05% 324
2024
Q1 		$1.27M Buy
20,648
+1,755
+9% +$104K 0.05% 319
2023
Q4 		$1.08M Buy
18,893
+4,862
+35% +$266K 0.05% 324
2023
Q3 		$742K Buy
14,031
+3,036
+28% +$162K 0.04% 359
2023
Q2 		$580K Sell
10,995
-2,731
-20% -$141K 0.03% 414
2023
Q1 		$701K Buy
+13,726
New +$682K 0.04% 370
2022
Q3 		– Sell
-186
Closed -$9K – 2781
2022
Q2 		$9K Hold
186
– – ﹤0.01% 1676
2022
Q1 		$9K Buy
+186
New +$9.36K ﹤0.01% 1659
2020
Q3 		– Sell
-1,802
Closed -$74K – 1659
2020
Q2 		$74K Hold
1,802
– – 0.01% 542
2020
Q1 		$68K Buy
1,802
+301
+20% +$12.5K 0.01% 502
2019
Q4 		$64K Buy
+1,501
New +$62.8K 0.01% 582

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 $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Global Retirement Partners's FTLS Position: Q4 2025 in Review

Global Retirement Partners increased its First Trust Long/Short Equity ETF (FTLS) stake by 41% in Q4 2025, buying an estimated $1.03M and bringing the position to 50,105 shares worth $3.56M. The position accounts for 0.06% of the portfolio, ranked #284.

Global Retirement Partners first reported a position in FTLS in Q4 2019 and has held it in 16 quarters since. 253 funds tracked by Wall St. Rank hold FTLS as of Q4 2025.

  • Global Retirement Partners held 50,105 shares of First Trust Long/Short Equity ETF worth $3.56M as of Q4 2025.
  • Global Retirement Partners bought 14,532 First Trust Long/Short Equity ETF shares in Q4 2025, an estimated $1.03M.
  • First Trust Long/Short Equity ETF made up 0.06% of Global Retirement Partners's portfolio in Q4 2025, its #284 holding.
  • Global Retirement Partners first reported a position in First Trust Long/Short Equity ETF in Q4 2019 and has held it in 16 quarters since.
  • 253 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.