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

Spire 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	$12K	Buy	163 +23	+16%	+$1.69K	﹤0.01%	1592
2026 Q1	$9.85K	Buy	+140	New	+$9.92K	﹤0.01%	1617
2022 Q3	–	Sell	-300	Closed	-$15K	–	2329
2022 Q2	$15K	Sell	300 -186	-38%	-$9.31K	﹤0.01%	1771
2022 Q1	$25K	Buy	486 +300	+161%	+$15.1K	﹤0.01%	1718
2021 Q4	$10K	Hold	186	–	–	﹤0.01%	2376
2021 Q3	$9K	Hold	186	–	–	﹤0.01%	2120
2021 Q2	$9K	Buy	186 +66	+55%	+$3.13K	﹤0.01%	2152
2021 Q1	$5K	Buy	+120	New	+$5.47K	﹤0.01%	2630

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

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

Spire Wealth Management increased its First Trust Long/Short Equity ETF (FTLS) stake by 16% in Q2 2026, buying an estimated $1.69K and bringing the position to 163 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Spire Wealth Management first reported a position in FTLS in Q1 2021 and has held it in 8 quarters since. The position peaked at $25K in Q1 2022. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Spire Wealth Management held 163 shares of First Trust Long/Short Equity ETF worth $12K as of Q2 2026.
Spire Wealth Management bought 23 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $1.69K.
First Trust Long/Short Equity ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1592 holding.
Spire Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q1 2021 and has held it in 8 quarters since.
Spire Wealth Management's First Trust Long/Short Equity ETF position peaked at $25K in Q1 2022.
267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.