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

NewEdge Wealth’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 		$618K Buy
8,370
+251
+3% +$18.4K 0.01% 799
2026
Q1 		$571K Sell
8,119
-4
-0% -$284 0.01% 777
2025
Q4 		$577K Sell
8,123
-183
-2% -$12.9K 0.01% 785
2025
Q3 		$593K Buy
8,306
+4
+0% +$270 0.01% 703
2025
Q2 		$550K Buy
8,302
+501
+6% +$32.2K 0.01% 688
2025
Q1 		$500K Sell
7,801
-1,178
-13% -$77.9K 0.01% 649
2024
Q4 		$591K Buy
8,979
+407
+5% +$26.6K 0.01% 608
2024
Q3 		$544K Sell
8,572
-355
-4% -$22.3K 0.01% 602
2024
Q2 		$559K Sell
8,927
-110
-1% -$6.73K 0.01% 517
2024
Q1 		$539K Buy
+9,037
New +$536K 0.01% 545

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Wealth's FTLS Position: Q2 2026 in Review

NewEdge Wealth increased its First Trust Long/Short Equity ETF (FTLS) stake by 3.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 8,370 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #799.

NewEdge Wealth first reported a position in FTLS in Q1 2024 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

  • NewEdge Wealth held 8,370 shares of First Trust Long/Short Equity ETF worth $618K as of Q2 2026.
  • NewEdge Wealth bought 251 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $18.4K.
  • First Trust Long/Short Equity ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #799 holding.
  • NewEdge Wealth first reported a position in First Trust Long/Short Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.