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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
2023
Q3 		– Sell
-11,328
Closed -$595K – 160
2023
Q2 		$595K Buy
+11,328
New +$585K 0.22% 89

Other funds holding FTLS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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. 109 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.
  • 109 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.