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

Northwestern Mutual 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	–	Sell	-35	Closed	-$2.48K	–	4256
2025 Q4	$2.48K	Sell	35 -178	-84%	-$12.6K	﹤0.01%	3424
2025 Q3	$14.9K	Buy	213 +131	+160%	+$8.84K	﹤0.01%	2776
2025 Q2	$5.43K	Hold	82	–	–	﹤0.01%	2985
2025 Q1	$5.25K	Hold	82	–	–	﹤0.01%	2937
2024 Q4	$5.4K	Hold	82	–	–	﹤0.01%	2930
2024 Q3	$5.21K	Sell	82 -122	-60%	-$7.65K	﹤0.01%	2882
2024 Q2	$12.8K	Buy	204 +82	+67%	+$5.01K	﹤0.01%	2556
2024 Q1	$7.52K	Sell	122 -51	-29%	-$3.02K	﹤0.01%	2718
2023 Q4	$9.73K	Buy	+173	New	+$9.45K	﹤0.01%	2647
2023 Q3	–	Sell	-3,749	Closed	-$198K	–	3373
2023 Q2	$198K	Buy	+3,749	New	+$194K	﹤0.01%	1465
2022 Q2	–	Sell	-70	Closed	-$4K	–	3277
2022 Q1	$4K	Buy	+70	New	+$3.52K	﹤0.01%	2790
2020 Q1	–	Sell	-1,250	Closed	-$53K	–	2622
2019 Q4	$53K	Hold	1,250	–	–	﹤0.01%	1448
2019 Q3	$51K	Hold	1,250	–	–	﹤0.01%	1414
2019 Q2	$50K	Buy	+1,250	New	+$49.5K	﹤0.01%	1381

Other funds holding FTLS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CTC

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Northwestern Mutual Wealth Management's FTLS Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2026, closing a stake of 35 shares — an estimated $2.48K sold.

Northwestern Mutual Wealth Management first reported a position in FTLS in Q2 2019 and held it in 14 quarters. The position peaked at $198K in Q2 2023. 259 funds tracked by Wall St. Rank hold FTLS as of Q1 2026.

Northwestern Mutual Wealth Management reported no remaining First Trust Long/Short Equity ETF position as of Q1 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 35 First Trust Long/Short Equity ETF shares in Q1 2026, an estimated $2.48K.
Northwestern Mutual Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q2 2019 and held it in 14 quarters.
Northwestern Mutual Wealth Management's First Trust Long/Short Equity ETF position peaked at $198K in Q2 2023.
259 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.