SPIS
FTLS icon

Steward Partners Investment Solutions’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$208K Buy
+3,376
New +$200K 0.04% 245

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Steward Partners Investment Solutions's FTLS Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in First Trust Long/Short Equity ETF (FTLS) in Q1 2024: 3,376 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #245 among its holdings.

169 funds tracked by Wall St. Rank hold FTLS as of Q1 2024.

  • Steward Partners Investment Solutions held 3,376 shares of First Trust Long/Short Equity ETF worth $208K as of Q1 2024.
  • First Trust Long/Short Equity ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • First Trust Long/Short Equity ETF made up 0.04% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #245 holding.
  • 169 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.