HBW Advisory Services
FTLS icon

HBW Advisory Services’s First Trust Long/Short Equity ETF FTLS Stock Holding History

HBW Advisory Services’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 		– Sell
-6,881
Closed -$508K – 462
2026
Q2 		$508K Buy
6,881
+41
+0.6% +$3.01K 0.05% 306
2026
Q1 		$481K Buy
6,840
+186
+3% +$13.2K 0.05% 294
2025
Q4 		$472K Buy
+6,654
New +$470K 0.05% 290

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WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFAM
Center For Asset Management Palm Beach Gardens, Florida $222M AUM 14.95% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

HBW Advisory Services's FTLS Position: Q3 2026 in Review

HBW Advisory Services sold out of First Trust Long/Short Equity ETF (FTLS) in Q3 2026, closing a stake of 6,881 shares — an estimated $508K sold.

HBW Advisory Services first reported a position in FTLS in Q4 2025 and held it in 3 quarters. The position peaked at $508K in Q2 2026. 39 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

  • HBW Advisory Services reported no remaining First Trust Long/Short Equity ETF position as of Q3 2026 after selling out during the quarter.
  • HBW Advisory Services sold 6,881 First Trust Long/Short Equity ETF shares in Q3 2026, an estimated $508K.
  • HBW Advisory Services first reported a position in First Trust Long/Short Equity ETF in Q4 2025 and held it in 3 quarters.
  • HBW Advisory Services's First Trust Long/Short Equity ETF position peaked at $508K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.