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 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 $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Kingswood Wealth Advisors's FTLS Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its First Trust Long/Short Equity ETF (FTLS) stake by 14% in Q1 2026, selling an estimated $1.13M and leaving 101,043 shares worth $7.11M. The position accounts for 0.34% of the portfolio, ranked #60.

Kingswood Wealth Advisors first reported a position in FTLS in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.3M in Q4 2025. 259 funds tracked by Wall St. Rank hold FTLS as of Q1 2026.

Kingswood Wealth Advisors held 101,043 shares of First Trust Long/Short Equity ETF worth $7.11M as of Q1 2026.
Kingswood Wealth Advisors sold 15,920 First Trust Long/Short Equity ETF shares in Q1 2026, an estimated $1.13M.
First Trust Long/Short Equity ETF made up 0.34% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Kingswood Wealth Advisors first reported a position in First Trust Long/Short Equity ETF in Q3 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's First Trust Long/Short Equity ETF position peaked at $8.3M in Q4 2025.
259 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.