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&Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History

&Partners’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 		$223K Buy
+3,020
New +$222K ﹤0.01% 2314
2025
Q2 		– Sell
-9,304
Closed -$591K – 2009
2025
Q1 		$591K Buy
+9,304
New +$615K 0.01% 1062

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

&Partners's FTLS Position: Q2 2026 in Review

&Partners opened a new position in First Trust Long/Short Equity ETF (FTLS) in Q2 2026: 3,020 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #2314 among its holdings. This is a return to the name: &Partners previously reported a position in FTLS as recently as Q1 2025.

&Partners first reported a position in FTLS in Q1 2025 and has held it in 2 quarters since. The position peaked at $591K in Q1 2025. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

  • &Partners held 3,020 shares of First Trust Long/Short Equity ETF worth $223K as of Q2 2026.
  • First Trust Long/Short Equity ETF was a new &Partners position in Q2 2026.
  • First Trust Long/Short Equity ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2314 holding.
  • &Partners first reported a position in First Trust Long/Short Equity ETF in Q1 2025 and has held it in 2 quarters since.
  • &Partners's First Trust Long/Short Equity ETF position peaked at $591K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.