L.K. Benson & Company’s First Trust Long/Short Equity ETF FTLS Stock Holding History

L.K. Benson & Company’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	$280K	Hold	3,791	–	–	0.08%	102
2026 Q1	$267K	Hold	3,791	–	–	0.09%	102
2025 Q4	$269K	Hold	3,791	–	–	0.14%	99
2025 Q3	$265K	Hold	3,791	–	–	0.14%	94
2025 Q2	$251K	Hold	3,791	–	–	0.15%	88
2025 Q1	$243K	Hold	3,791	–	–	0.17%	90
2024 Q4	$249K	Buy	+3,791	New	+$248K	0.18%	86

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

L.K. Benson & Company's FTLS Position: Q2 2026 in Review

L.K. Benson & Company held its First Trust Long/Short Equity ETF (FTLS) position steady in Q2 2026 at 3,791 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #102.

L.K. Benson & Company first reported a position in FTLS in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

L.K. Benson & Company held 3,791 shares of First Trust Long/Short Equity ETF worth $280K as of Q2 2026.
L.K. Benson & Company left its First Trust Long/Short Equity ETF share count unchanged in Q2 2026.
First Trust Long/Short Equity ETF made up 0.08% of L.K. Benson & Company's portfolio in Q2 2026, its #102 holding.
L.K. Benson & Company first reported a position in First Trust Long/Short Equity ETF in Q4 2024 and has held it in 7 quarters since.
267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.