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Insight Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Insight Advisors’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
2025
Q1 		– Sell
-11,843
Closed -$782K – 291
2024
Q4 		$782K Sell
11,843
-4,829
-29% -$316K 0.13% 105
2024
Q3 		$1.06M Sell
16,672
-7,148
-30% -$448K 0.18% 90
2024
Q2 		$1.49M Sell
23,820
-9,308
-28% -$569K 0.27% 65
2024
Q1 		$2.04M Sell
33,128
-15,647
-32% -$928K 0.39% 44
2023
Q4 		$2.74M Sell
48,775
-7,475
-13% -$408K 0.58% 27
2023
Q3 		$2.99M Buy
56,250
+1,632
+3% +$87.2K 0.68% 19
2023
Q2 		$2.88M Sell
54,618
-1,251
-2% -$64.6K 0.64% 22
2023
Q1 		$2.84M Buy
55,869
+965
+2% +$48K 0.67% 24
2022
Q4 		$2.65M Sell
54,904
-13,855
-20% -$680K 0.93% 20
2022
Q3 		$3.22M Buy
68,759
+272
+0.4% +$13.4K 1.27% 15
2022
Q2 		$3.42M Buy
68,487
+5,514
+9% +$276K 1.16% 16
2022
Q1 		$3.19M Buy
62,973
+16,220
+35% +$816K 0.96% 20
2021
Q4 		$2.44M Buy
46,753
+2,638
+6% +$134K 0.72% 31
2021
Q3 		$2.25M Buy
44,115
+3,754
+9% +$184K 0.67% 36
2021
Q2 		$1.98M Buy
40,361
+11,144
+38% +$529K 0.62% 41
2021
Q1 		$1.37M Buy
29,217
+4,875
+20% +$222K 0.43% 57
2020
Q4 		$1.06M Buy
+24,342
New +$1.05M 0.4% 66

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Insight Advisors's FTLS Position: Q1 2025 in Review

Insight Advisors sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2025, closing a stake of 11,843 shares — an estimated $782K sold.

Insight Advisors first reported a position in FTLS in Q4 2020 and held it in 17 quarters. The position peaked at $3.42M in Q2 2022. 234 funds tracked by Wall St. Rank hold FTLS as of Q1 2025.

  • Insight Advisors reported no remaining First Trust Long/Short Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Insight Advisors sold 11,843 First Trust Long/Short Equity ETF shares in Q1 2025, an estimated $782K.
  • Insight Advisors first reported a position in First Trust Long/Short Equity ETF in Q4 2020 and held it in 17 quarters.
  • Insight Advisors's First Trust Long/Short Equity ETF position peaked at $3.42M in Q2 2022.
  • 234 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2025.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.