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 Q2	$614K	Buy	8,323 +18	+0.2%	+$1.32K	0.01%	947
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

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

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

OneDigital Investment Advisors's FTLS Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust Long/Short Equity ETF (FTLS) stake by 0.22% in Q2 2026, buying an estimated $1.32K and bringing the position to 8,323 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #947.

OneDigital Investment Advisors first reported a position in FTLS in Q1 2020 and has held it in 12 quarters since. The position peaked at $946K in Q1 2025. 268 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

OneDigital Investment Advisors held 8,323 shares of First Trust Long/Short Equity ETF worth $614K as of Q2 2026.
OneDigital Investment Advisors bought 18 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $1.32K.
First Trust Long/Short Equity ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #947 holding.
OneDigital Investment Advisors first reported a position in First Trust Long/Short Equity ETF in Q1 2020 and has held it in 12 quarters since.
OneDigital Investment Advisors's First Trust Long/Short Equity ETF position peaked at $946K in Q1 2025.
268 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.