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Legacy Financial Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Legacy Financial 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
2025
Q3 		– Sell
-41,250
Closed -$2.73M – 428
2025
Q2 		$2.73M Buy
+41,250
New +$2.65M 0.43% 35

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Legacy Financial Advisors's FTLS Position: Q3 2025 in Review

Legacy Financial Advisors sold out of First Trust Long/Short Equity ETF (FTLS) in Q3 2025, closing a stake of 41,250 shares — an estimated $2.73M sold.

Legacy Financial Advisors first reported a position in FTLS in Q2 2025 and held it in 1 quarter. The position peaked at $2.73M in Q2 2025. 231 funds tracked by Wall St. Rank hold FTLS as of Q3 2025.

  • Legacy Financial Advisors reported no remaining First Trust Long/Short Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 41,250 First Trust Long/Short Equity ETF shares in Q3 2025, an estimated $2.73M.
  • Legacy Financial Advisors first reported a position in First Trust Long/Short Equity ETF in Q2 2025 and held it in 1 quarter.
  • Legacy Financial Advisors's First Trust Long/Short Equity ETF position peaked at $2.73M in Q2 2025.
  • 231 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2025.

Based on Legacy Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.