OIA
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OneDigital Investment Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

OneDigital Investment 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
Q1 		$584K Sell
8,305
-472
-5% -$33.5K 0.01% 883
2025
Q4 		$623K Sell
8,777
-3,896
-31% -$275K 0.01% 859
2025
Q3 		$886K Hold
12,673
– – 0.01% 703
2025
Q2 		$840K Sell
12,673
-2,088
-14% -$134K 0.01% 699
2025
Q1 		$946K Buy
14,761
+2,416
+20% +$160K 0.01% 624
2024
Q4 		$812K Buy
+12,345
New +$807K 0.01% 706
2022
Q1 		– Sell
-3,877
Closed -$202K – 787
2021
Q4 		$202K Buy
+3,877
New +$196K 0.01% 730
2021
Q1 		– Sell
-6,149
Closed -$268K – 723
2020
Q4 		$268K Buy
6,149
+2
+0% +$86 0.01% 519
2020
Q3 		$262K Buy
6,147
+64
+1% +$2.74K 0.02% 470
2020
Q2 		$249K Buy
6,083
+4
+0.1% +$160 0.02% 492
2020
Q1 		$228K Buy
+6,079
New +$252K 0.02% 441

Other funds holding FTLS

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
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
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return