Pinnacle Family Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Pinnacle Family 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	$301K	Buy	4,085 +36	+0.9%	+$2.65K	0.13%	120
2026 Q1	$285K	Buy	4,049 +104	+3%	+$7.37K	0.13%	107
2025 Q4	$280K	Sell	3,945 -155	-4%	-$10.9K	0.12%	113
2025 Q3	$287K	Buy	4,100 +63	+2%	+$4.25K	0.13%	102
2025 Q2	$268K	Buy	4,037 +370	+10%	+$23.8K	0.13%	106
2025 Q1	$235K	Buy	3,667 +29	+0.8%	+$1.92K	0.13%	98
2024 Q4	$239K	Buy	3,638 +194	+6%	+$12.7K	0.12%	100
2024 Q3	$219K	Sell	3,444 -16	-0.5%	-$1K	0.11%	110
2024 Q2	$217K	Buy	+3,460	New	+$212K	0.12%	102

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

MFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Family Advisors's FTLS Position: Q2 2026 in Review

Pinnacle Family Advisors increased its First Trust Long/Short Equity ETF (FTLS) stake by 0.89% in Q2 2026, buying an estimated $2.65K and bringing the position to 4,085 shares worth $301K. The position accounts for 0.13% of the portfolio, ranked #120.

Pinnacle Family Advisors first reported a position in FTLS in Q2 2024 and has held it in 9 quarters since. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Pinnacle Family Advisors held 4,085 shares of First Trust Long/Short Equity ETF worth $301K as of Q2 2026.
Pinnacle Family Advisors bought 36 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $2.65K.
First Trust Long/Short Equity ETF made up 0.13% of Pinnacle Family Advisors's portfolio in Q2 2026, its #120 holding.
Pinnacle Family Advisors first reported a position in First Trust Long/Short Equity ETF in Q2 2024 and has held it in 9 quarters since.
267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.