Maripau Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Maripau 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
2026 Q1	$206K	Sell	2,921 -130	-4%	-$9.21K	0.09%	162
2025 Q4	$217K	Sell	3,051 -98	-3%	-$6.92K	0.1%	145
2025 Q3	$220K	Sell	3,149 -164	-5%	-$11.1K	0.11%	131
2025 Q2	$220K	Sell	3,313 -84	-2%	-$5.39K	0.11%	151
2025 Q1	$218K	Sell	3,397 -1,094	-24%	-$72.4K	0.12%	125
2024 Q4	$296K	Buy	+4,491	New	+$293K	0.18%	109
2024 Q3	–	Sell	-5,445	Closed	-$341K	–	74
2024 Q2	$341K	Sell	5,445 -32	-0.6%	-$1.96K	0.23%	87
2024 Q1	$338K	Buy	5,477 +1,676	+44%	+$99.4K	0.25%	83
2023 Q4	$214K	Buy	+3,801	New	+$208K	0.19%	100

Other funds holding FTLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return