Joseph Group Capital Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.08K Buy
129
+21
+19% +$1.49K ﹤0.01% 288
2025
Q4
$7.67K Buy
108
+24
+29% +$1.7K ﹤0.01% 222
2025
Q3
$5.88K Buy
+84
New +$5.67K ﹤0.01% 97
2023
Q1
Sell
-1,411
Closed -$69K 86
2022
Q4
$69K Buy
+1,411
New +$69.3K 0.07% 65

Other funds holding FTLS

Joseph Group Capital Management's FTLS Position: Q1 2026 in Review

Joseph Group Capital Management increased its First Trust Long/Short Equity ETF (FTLS) stake by 19% in Q1 2026, buying an estimated $1.49K and bringing the position to 129 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Joseph Group Capital Management first reported a position in FTLS in Q4 2022 and has held it in 4 quarters since. The position peaked at $69K in Q4 2022. 259 funds tracked by Wall St. Rank hold FTLS as of Q1 2026.

  • Joseph Group Capital Management held 129 shares of First Trust Long/Short Equity ETF worth $9.08K as of Q1 2026.
  • Joseph Group Capital Management bought 21 First Trust Long/Short Equity ETF shares in Q1 2026, an estimated $1.49K.
  • First Trust Long/Short Equity ETF made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #288 holding.
  • Joseph Group Capital Management first reported a position in First Trust Long/Short Equity ETF in Q4 2022 and has held it in 4 quarters since.
  • Joseph Group Capital Management's First Trust Long/Short Equity ETF position peaked at $69K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.