Iams Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Iams Wealth Management’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	$557K	Buy	7,553 +769	+11%	+$56.5K	0.17%	141
2026 Q1	$477K	Sell	6,784 -72	-1%	-$5.1K	0.17%	145
2025 Q4	$487K	Sell	6,856 -815	-11%	-$57.6K	0.18%	126
2025 Q3	$537K	Sell	7,671 -987	-11%	-$66.6K	0.22%	114
2025 Q2	$574K	Sell	8,658 -1,106	-11%	-$71K	0.26%	104
2025 Q1	$626K	Sell	9,764 -2,745	-22%	-$182K	0.29%	94
2024 Q4	$823K	Sell	12,509 -592	-5%	-$38.7K	0.38%	77
2024 Q3	$832K	Buy	13,101 +2,179	+20%	+$137K	0.41%	71
2024 Q2	$684K	Buy	10,922 +5,897	+117%	+$361K	0.37%	75
2024 Q1	$302K	Sell	5,025 -67	-1%	-$3.97K	0.18%	99
2023 Q4	$286K	Buy	+5,092	New	+$278K	0.19%	97
2023 Q2	–	Sell	-4,993	Closed	-$258K	–	168
2023 Q1	$253K	Buy	+4,993	New	+$248K	0.21%	93

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

Iams Wealth Management's FTLS Position: Q2 2026 in Review

Iams Wealth Management increased its First Trust Long/Short Equity ETF (FTLS) stake by 11% in Q2 2026, buying an estimated $56.5K and bringing the position to 7,553 shares worth $557K. The position accounts for 0.17% of the portfolio, ranked #141.

Iams Wealth Management first reported a position in FTLS in Q1 2023 and has held it in 12 quarters since. The position peaked at $832K in Q3 2024. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Iams Wealth Management held 7,553 shares of First Trust Long/Short Equity ETF worth $557K as of Q2 2026.
Iams Wealth Management bought 769 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $56.5K.
First Trust Long/Short Equity ETF made up 0.17% of Iams Wealth Management's portfolio in Q2 2026, its #141 holding.
Iams Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q1 2023 and has held it in 12 quarters since.
Iams Wealth Management's First Trust Long/Short Equity ETF position peaked at $832K in Q3 2024.
267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.