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Vise Technologies’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Vise Technologies’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 		$550K Buy
7,456
+7
+0.1% +$514 0.01% 1098
2026
Q1 		$529K Hold
7,449
– – 0.01% 838
2025
Q4 		$529K Buy
7,449
+667
+10% +$47.1K 0.01% 843
2025
Q3 		$474K Sell
6,782
-7,066
-51% -$477K 0.02% 687
2025
Q2 		$918K Buy
+13,848
New +$889K 0.04% 459
2024
Q4 		$446K Buy
+6,782
New +$443K 0.04% 470

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vise Technologies's FTLS Position: Q2 2026 in Review

Vise Technologies increased its First Trust Long/Short Equity ETF (FTLS) stake by 0.09% in Q2 2026, buying an estimated $514 and bringing the position to 7,456 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #1098.

Vise Technologies first reported a position in FTLS in Q4 2024 and has held it in 6 quarters since. The position peaked at $918K in Q2 2025. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

  • Vise Technologies held 7,456 shares of First Trust Long/Short Equity ETF worth $550K as of Q2 2026.
  • Vise Technologies bought 7 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $514.
  • First Trust Long/Short Equity ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1098 holding.
  • Vise Technologies first reported a position in First Trust Long/Short Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Vise Technologies's First Trust Long/Short Equity ETF position peaked at $918K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.