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IFS Group’s First Trust Long/Short Equity ETF FTLS Stock Holding History

IFS Group’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
Q1 		$208K Buy
+2,960
New +$210K 0.19% 140
2025
Q3 		$208K Buy
+2,960
New +$200K 0.18% 139

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

IFS Group's FTLS Position: Q1 2026 in Review

IFS Group opened a new position in First Trust Long/Short Equity ETF (FTLS) in Q1 2026: 2,960 shares worth $208K. The stake represents 0.19% of the portfolio and ranks #140 among its holdings. This is a return to the name: IFS Group previously reported a position in FTLS as recently as Q3 2025.

IFS Group first reported a position in FTLS in Q3 2025 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold FTLS as of Q1 2026.

  • IFS Group held 2,960 shares of First Trust Long/Short Equity ETF worth $208K as of Q1 2026.
  • First Trust Long/Short Equity ETF was a new IFS Group position in Q1 2026.
  • First Trust Long/Short Equity ETF made up 0.19% of IFS Group's portfolio in Q1 2026, its #140 holding.
  • IFS Group first reported a position in First Trust Long/Short Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2026.

Based on IFS Group's 13F filing for Q1 2026, filed 18 May 2026.