KFP
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KMG Fiduciary Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-29,247
Closed -$2.06M – 231
2026
Q1 		$2.06M Buy
29,247
+3,261
+13% +$231K 0.15% 131
2025
Q4 		$1.84M Buy
25,986
+1
+0% +$71 0.13% 137
2025
Q3 		$1.82M Buy
25,985
+677
+3% +$45.7K 0.12% 150
2025
Q2 		$1.68M Sell
25,308
-129
-0.5% -$8.28K 0.12% 150
2025
Q1 		$1.63M Buy
25,437
+5,048
+25% +$334K 0.14% 149
2024
Q4 		$1.34M Sell
20,389
-1,281
-6% -$83.7K 0.11% 157
2024
Q3 		$1.38M Buy
+21,670
New +$1.36M 0.12% 152

Other funds holding FTLS

HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return