Nations Financial Group’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Nations Financial Group’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	$280K	Sell	3,791 -10,240	-73%	-$752K	0.01%	666
2026 Q1	$987K	Sell	14,031 -853	-6%	-$60.5K	0.05%	366
2025 Q4	$1.06M	Sell	14,884 -2,000	-12%	-$141K	0.06%	345
2025 Q3	$1.18M	Sell	16,884 -384	-2%	-$25.9K	0.07%	280
2025 Q2	$1.14M	Buy	17,268 +647	+4%	+$41.5K	0.08%	262
2025 Q1	$1.07M	Sell	16,621 -473	-3%	-$31.3K	0.08%	262
2024 Q4	$1.13M	Buy	+17,094	New	+$1.12M	0.08%	251

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

Nations Financial Group's FTLS Position: Q2 2026 in Review

Nations Financial Group reduced its First Trust Long/Short Equity ETF (FTLS) stake by 73% in Q2 2026, selling an estimated $752K and leaving 3,791 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #666.

Nations Financial Group first reported a position in FTLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q3 2025. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Nations Financial Group held 3,791 shares of First Trust Long/Short Equity ETF worth $280K as of Q2 2026.
Nations Financial Group sold 10,240 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $752K.
First Trust Long/Short Equity ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #666 holding.
Nations Financial Group first reported a position in First Trust Long/Short Equity ETF in Q4 2024 and has held it in 7 quarters since.
Nations Financial Group's First Trust Long/Short Equity ETF position peaked at $1.18M in Q3 2025.
267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.