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Lord & Richards Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Lord & Richards Wealth Management’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
Q2 		– Sell
-484
Closed -$31K – 89
2025
Q1 		$31K Buy
+484
New +$32K 0.04% 98

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Lord & Richards Wealth Management's FTLS Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of First Trust Long/Short Equity ETF (FTLS) in Q2 2025, closing a stake of 484 shares — an estimated $31K sold.

Lord & Richards Wealth Management first reported a position in FTLS in Q1 2025 and held it in 1 quarter. The position peaked at $31K in Q1 2025. 233 funds tracked by Wall St. Rank hold FTLS as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining First Trust Long/Short Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 484 First Trust Long/Short Equity ETF shares in Q2 2025, an estimated $31K.
  • Lord & Richards Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's First Trust Long/Short Equity ETF position peaked at $31K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.