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Lugano Financial Advisors SA (LFA)’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q1 		$3.66M Sell
52,078
-7,223
-12% -$512K 1.86% 12
2025
Q4 		$4.21M Sell
59,301
-2,410
-4% -$170K 2.17% 8
2025
Q3 		$4.32M Sell
61,711
-2,574
-4% -$174K 2.28% 9
2025
Q2 		$4.26M Buy
64,285
+6,498
+11% +$417K 2.52% 8
2025
Q1 		$3.7M Sell
57,787
-4,542
-7% -$300K 2.52% 13
2024
Q4 		$4.1M Sell
62,329
-885
-1% -$57.8K 2.68% 10
2024
Q3 		$4.01M Buy
63,214
+11,247
+22% +$705K 2.73% 12
2024
Q2 		$3.25M Buy
51,967
+2,345
+5% +$143K 2.48% 14
2024
Q1 		$3.06M Buy
49,622
+2,049
+4% +$121K 2.23% 16
2023
Q4 		$2.68M Sell
47,573
-32,746
-41% -$1.79M 2.1% 17
2023
Q3 		$4.27M Sell
80,319
-75,142
-48% -$4.02M 3.66% 7
2023
Q2 		$8.21M Sell
155,461
-4,643
-3% -$240K 5.46% 2
2023
Q1 		$8.13M Sell
160,104
-13,989
-8% -$695K 6.16% 2
2022
Q4 		$8.51M Sell
174,093
-12,821
-7% -$629K 6.31% 2
2022
Q3 		$8.75M Buy
186,914
+1,422
+0.8% +$69.9K 6.87% 3
2022
Q2 		$9.02M Sell
185,492
-9,107
-5% -$456K 6.31% 3
2022
Q1 		$9.86M Sell
194,599
-7,845
-4% -$395K 6.6% 3
2021
Q4 		$10.6M Buy
+202,444
New +$10.3M 6.1% 3

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s FTLS Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its First Trust Long/Short Equity ETF (FTLS) stake by 12% in Q1 2026, selling an estimated $512K and leaving 52,078 shares worth $3.66M. The position accounts for 1.86% of the portfolio, ranked #12.

Lugano Financial Advisors SA (LFA) first reported a position in FTLS in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.6M in Q4 2021. 259 funds tracked by Wall St. Rank hold FTLS as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 52,078 shares of First Trust Long/Short Equity ETF worth $3.66M as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) sold 7,223 First Trust Long/Short Equity ETF shares in Q1 2026, an estimated $512K.
  • First Trust Long/Short Equity ETF made up 1.86% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #12 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in First Trust Long/Short Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Lugano Financial Advisors SA (LFA)'s First Trust Long/Short Equity ETF position peaked at $10.6M in Q4 2021.
  • 259 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.