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

RiverTree 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	$1.01M	Sell	13,727 -104	-0.8%	-$7.64K	0.6%	41
2026 Q1	$973K	Buy	13,831 +2,429	+21%	+$172K	0.62%	40
2025 Q4	$809K	Sell	11,402 -3,662	-24%	-$259K	0.52%	39
2025 Q3	$1.05M	Sell	15,064 -486	-3%	-$32.8K	0.68%	39
2025 Q2	$1.03M	Sell	15,550 -3,899	-20%	-$250K	0.69%	37
2025 Q1	$1.25M	Sell	19,449 -829	-4%	-$54.8K	0.83%	32
2024 Q4	$1.33M	Sell	20,278 -30,692	-60%	-$2.01M	0.88%	29
2024 Q3	$3.24M	Sell	50,970 -8,681	-15%	-$544K	2.19%	17
2024 Q2	$3.73M	Sell	59,651 -28,769	-33%	-$1.76M	2.55%	17
2024 Q1	$5.45M	Buy	88,420 +20,177	+30%	+$1.2M	3.66%	13
2023 Q4	$3.84M	Buy	+68,243	New	+$3.73M	2.61%	16

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

RiverTree Advisors's FTLS Position: Q2 2026 in Review

RiverTree Advisors reduced its First Trust Long/Short Equity ETF (FTLS) stake by 0.75% in Q2 2026, selling an estimated $7.64K and leaving 13,727 shares worth $1.01M. The position accounts for 0.6% of the portfolio, ranked #41.

RiverTree Advisors first reported a position in FTLS in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.45M in Q1 2024. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

RiverTree Advisors held 13,727 shares of First Trust Long/Short Equity ETF worth $1.01M as of Q2 2026.
RiverTree Advisors sold 104 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $7.64K.
First Trust Long/Short Equity ETF made up 0.6% of RiverTree Advisors's portfolio in Q2 2026, its #41 holding.
RiverTree Advisors first reported a position in First Trust Long/Short Equity ETF in Q4 2023 and has held it in 11 quarters since.
RiverTree Advisors's First Trust Long/Short Equity ETF position peaked at $5.45M in Q1 2024.
267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on RiverTree Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.