MSH Capital Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

MSH Capital 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
2026 Q2	$3.42M	Buy	46,376 +6,840	+17%	+$503K	0.6%	47
2026 Q1	$2.78M	Buy	39,536 +3,957	+11%	+$280K	0.59%	43
2025 Q4	$2.53M	Sell	35,579 -1,392	-4%	-$98.3K	0.54%	50
2025 Q3	$2.59M	Buy	36,971 +14,811	+67%	+$999K	0.69%	41
2025 Q2	$1.47M	Buy	+22,160	New	+$1.42M	0.42%	71

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

MSH Capital Advisors's FTLS Position: Q2 2026 in Review

MSH Capital Advisors increased its First Trust Long/Short Equity ETF (FTLS) stake by 17% in Q2 2026, buying an estimated $503K and bringing the position to 46,376 shares worth $3.42M. The position accounts for 0.6% of the portfolio, ranked #47.

MSH Capital Advisors first reported a position in FTLS in Q2 2025 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

MSH Capital Advisors held 46,376 shares of First Trust Long/Short Equity ETF worth $3.42M as of Q2 2026.
MSH Capital Advisors bought 6,840 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $503K.
First Trust Long/Short Equity ETF made up 0.6% of MSH Capital Advisors's portfolio in Q2 2026, its #47 holding.
MSH Capital Advisors first reported a position in First Trust Long/Short Equity ETF in Q2 2025 and has held it in 5 quarters since.
267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.