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

IFG Advisory’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	$433K	Sell	5,652 -192	-3%	-$14.5K	0.01%	658
2026 Q2	$431K	Buy	+5,844	New	+$429K	0.02%	649
2026 Q1	–	Sell	-5,926	Closed	-$421K	–	527
2025 Q4	$421K	Sell	5,926 -273	-4%	-$19.3K	0.02%	549
2025 Q3	$434K	Buy	6,199 +576	+10%	+$38.8K	0.02%	529
2025 Q2	$373K	Buy	5,623 +4	+0.1%	+$257	0.02%	541
2025 Q1	$360K	Sell	5,619 -18	-0.3%	-$1.19K	0.02%	512
2024 Q4	$371K	Buy	+5,637	New	+$368K	0.02%	484
2024 Q3	–	Sell	-5,778	Closed	-$362K	–	466
2024 Q2	$362K	Buy	+5,778	New	+$353K	0.02%	468

Other funds holding FTLS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $461M AUM 17.31% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

IFG Advisory's FTLS Position: Q3 2026 in Review

IFG Advisory reduced its First Trust Long/Short Equity ETF (FTLS) stake by 3.3% in Q3 2026, selling an estimated $14.5K and leaving 5,652 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #658.

IFG Advisory first reported a position in FTLS in Q2 2024 and has held it in 8 quarters since. The position peaked at $434K in Q3 2025. 170 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

IFG Advisory held 5,652 shares of First Trust Long/Short Equity ETF worth $433K as of Q3 2026.
IFG Advisory sold 192 First Trust Long/Short Equity ETF shares in Q3 2026, an estimated $14.5K.
First Trust Long/Short Equity ETF made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #658 holding.
IFG Advisory first reported a position in First Trust Long/Short Equity ETF in Q2 2024 and has held it in 8 quarters since.
IFG Advisory's First Trust Long/Short Equity ETF position peaked at $434K in Q3 2025.
170 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.