Morey & Quinn Wealth Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Morey & Quinn 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	$352K	Hold	4,769	–	–	0.23%	99
2026 Q1	$336K	Hold	4,769	–	–	0.24%	93
2025 Q4	$339K	Hold	4,769	–	–	0.24%	96
2025 Q3	$334K	Hold	4,769	–	–	0.25%	98
2025 Q2	$316K	Hold	4,769	–	–	0.25%	96
2025 Q1	$306K	Buy	4,769 +269	+6%	+$17.8K	0.25%	93
2024 Q4	$296K	Buy	+4,500	New	+$294K	0.25%	94

Other funds holding FTLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morey & Quinn Wealth Partners's FTLS Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its First Trust Long/Short Equity ETF (FTLS) position steady in Q2 2026 at 4,769 shares worth $352K. The position accounts for 0.23% of the portfolio, ranked #99.

Morey & Quinn Wealth Partners first reported a position in FTLS in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Morey & Quinn Wealth Partners held 4,769 shares of First Trust Long/Short Equity ETF worth $352K as of Q2 2026.
Morey & Quinn Wealth Partners left its First Trust Long/Short Equity ETF share count unchanged in Q2 2026.
First Trust Long/Short Equity ETF made up 0.23% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #99 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Long/Short Equity ETF in Q4 2024 and has held it in 7 quarters since.
267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.