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SHP Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

SHP Wealth Management’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 		$11.8K Hold
160
– – ﹤0.01% 914
2026
Q1 		$11.3K Hold
160
– – ﹤0.01% 867
2025
Q4 		$11.4K Buy
+160
New +$11.3K ﹤0.01% 805

Other funds holding FTLS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

SHP Wealth Management's FTLS Position: Q2 2026 in Review

SHP Wealth Management held its First Trust Long/Short Equity ETF (FTLS) position steady in Q2 2026 at 160 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

SHP Wealth Management first reported a position in FTLS in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

  • SHP Wealth Management held 160 shares of First Trust Long/Short Equity ETF worth $11.8K as of Q2 2026.
  • SHP Wealth Management left its First Trust Long/Short Equity ETF share count unchanged in Q2 2026.
  • First Trust Long/Short Equity ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #914 holding.
  • SHP Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.