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

Sage Mountain 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 Q3	$233K	Hold	3,040	–	–	0.01%	195
2026 Q2	$224K	Hold	3,040	–	–	0.01%	205
2026 Q1	$214K	Hold	3,040	–	–	0.02%	192
2025 Q4	$216K	Hold	3,040	–	–	0.01%	460
2025 Q3	$213K	Hold	3,040	–	–	0.01%	451
2025 Q2	$201K	Buy	+3,040	New	+$195K	0.01%	407
2025 Q1	–	Sell	-3,040	Closed	-$200K	–	502
2024 Q4	$200K	Buy	+3,040	New	+$199K	0.01%	377

Other funds holding FTLS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Sage Mountain Advisors's FTLS Position: Q3 2026 in Review

Sage Mountain Advisors held its First Trust Long/Short Equity ETF (FTLS) position steady in Q3 2026 at 3,040 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #195.

Sage Mountain Advisors first reported a position in FTLS in Q4 2024 and has held it in 7 quarters since. 218 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

Sage Mountain Advisors held 3,040 shares of First Trust Long/Short Equity ETF worth $233K as of Q3 2026.
Sage Mountain Advisors left its First Trust Long/Short Equity ETF share count unchanged in Q3 2026.
First Trust Long/Short Equity ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #195 holding.
Sage Mountain Advisors first reported a position in First Trust Long/Short Equity ETF in Q4 2024 and has held it in 7 quarters since.
218 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.