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Legacy Capital Wealth Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Legacy Capital Wealth 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 		$1.83M Buy
24,816
+403
+2% +$29.6K 0.35% 53
2026
Q1 		$1.72M Sell
24,413
-707
-3% -$50.1K 0.35% 51
2025
Q4 		$1.78M Buy
25,120
+8,864
+55% +$626K 0.38% 43
2025
Q3 		$1.14M Buy
16,256
+2,151
+15% +$145K 0.25% 81
2025
Q2 		$935K Sell
14,105
-715
-5% -$45.9K 0.21% 92
2025
Q1 		$950K Buy
14,820
+607
+4% +$40.2K 0.23% 89
2024
Q4 		$935K Sell
14,213
-64
-0.4% -$4.18K 0.23% 83
2024
Q3 		$906K Buy
14,277
+2,802
+24% +$176K 0.18% 110
2024
Q2 		$718K Buy
+11,475
New +$702K 0.18% 109
2024
Q1 		– Sell
-8,663
Closed -$487K – 190
2023
Q4 		$487K Sell
8,663
-162
-2% -$8.85K 0.14% 149
2023
Q3 		$469K Buy
8,825
+489
+6% +$26.1K 0.13% 153
2023
Q2 		$440K Buy
+8,336
New +$430K 0.37% 34
2022
Q3 		– Sell
-54,639
Closed -$2.66M – 53
2022
Q2 		$2.66M Buy
54,639
+1,331
+2% +$66.6K 1.34% 26
2022
Q1 		$2.7M Buy
+53,308
New +$2.68M 1.16% 26

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Capital Wealth Partners's FTLS Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its First Trust Long/Short Equity ETF (FTLS) stake by 1.7% in Q2 2026, buying an estimated $29.6K and bringing the position to 24,816 shares worth $1.83M. The position accounts for 0.35% of the portfolio, ranked #53.

Legacy Capital Wealth Partners first reported a position in FTLS in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.7M in Q1 2022. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

  • Legacy Capital Wealth Partners held 24,816 shares of First Trust Long/Short Equity ETF worth $1.83M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 403 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $29.6K.
  • First Trust Long/Short Equity ETF made up 0.35% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Legacy Capital Wealth Partners first reported a position in First Trust Long/Short Equity ETF in Q1 2022 and has held it in 14 quarters since.
  • Legacy Capital Wealth Partners's First Trust Long/Short Equity ETF position peaked at $2.7M in Q1 2022.
  • 267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.