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 Q3	$15.5K	Buy	202 +39	+24%	+$2.96K	﹤0.01%	1469
2026 Q2	$12K	Buy	163 +23	+16%	+$1.69K	﹤0.01%	1592
2026 Q1	$9.8K	Buy	+140	New	+$9.9K	﹤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%	+$3.14K	﹤0.01%	2152
2021 Q1	$5K	Buy	+120	New	+$5.47K	﹤0.01%	2630

Other funds holding FTLS

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

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

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

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Spire Wealth Management's FTLS Position: Q3 2026 in Review

Spire Wealth Management increased its First Trust Long/Short Equity ETF (FTLS) stake by 24% in Q3 2026, buying an estimated $2.96K and bringing the position to 202 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Spire Wealth Management first reported a position in FTLS in Q1 2021 and has held it in 9 quarters since. The position peaked at $25K in Q1 2022. 105 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

Spire Wealth Management held 202 shares of First Trust Long/Short Equity ETF worth $15.5K as of Q3 2026.
Spire Wealth Management bought 39 First Trust Long/Short Equity ETF shares in Q3 2026, an estimated $2.96K.
First Trust Long/Short Equity ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1469 holding.
Spire Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q1 2021 and has held it in 9 quarters since.
Spire Wealth Management's First Trust Long/Short Equity ETF position peaked at $25K in Q1 2022.
105 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.