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

Kingswood Wealth 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
2026 Q2	$7.77M	Buy	105,271 +4,228	+4%	+$311K	0.31%	67
2026 Q1	$7.11M	Sell	101,043 -15,920	-14%	-$1.13M	0.34%	60
2025 Q4	$8.3M	Buy	116,963 +3,800	+3%	+$268K	0.4%	46
2025 Q3	$7.92M	Buy	113,163 +45,234	+67%	+$3.05M	0.48%	35
2025 Q2	$4.5M	Buy	67,929 +5,100	+8%	+$328K	0.36%	58
2025 Q1	$4.03M	Buy	62,829 +16,281	+35%	+$1.08M	0.37%	54
2024 Q4	$3.06M	Buy	46,548 +5,648	+14%	+$369K	0.23%	98
2024 Q3	$2.6M	Buy	+40,900	New	+$2.56M	0.19%	121

Other funds holding FTLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kingswood Wealth Advisors's FTLS Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Trust Long/Short Equity ETF (FTLS) stake by 4.2% in Q2 2026, buying an estimated $311K and bringing the position to 105,271 shares worth $7.77M. The position accounts for 0.31% of the portfolio, ranked #67.

Kingswood Wealth Advisors first reported a position in FTLS in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.3M in Q4 2025. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Kingswood Wealth Advisors held 105,271 shares of First Trust Long/Short Equity ETF worth $7.77M as of Q2 2026.
Kingswood Wealth Advisors bought 4,228 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $311K.
First Trust Long/Short Equity ETF made up 0.31% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Kingswood Wealth Advisors first reported a position in First Trust Long/Short Equity ETF in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's First Trust Long/Short Equity ETF position peaked at $8.3M in Q4 2025.
267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.