Wealth Enhancement Advisory Services’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Wealth Enhancement Advisory Services’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	$3.68M	Sell	49,253 -3,390	-6%	-$249K	0.01%	1194
2026 Q1	$3.71M	Sell	52,643 -13,864	-21%	-$983K	0.01%	1054
2025 Q4	$4.74M	Sell	66,507 -1,418	-2%	-$100K	0.01%	1044
2025 Q3	$4.74M	Buy	67,925 +407	+0.6%	+$27.4K	0.01%	979
2025 Q2	$4.48M	Sell	67,518 -412	-0.6%	-$26.5K	0.01%	949
2025 Q1	$4.35M	Buy	67,930 +6,155	+10%	+$407K	0.01%	884
2024 Q4	$4.07M	Sell	61,775 -1,127	-2%	-$73.6K	0.01%	877
2024 Q3	$3.99M	Buy	62,902 +2,278	+4%	+$143K	0.01%	802
2024 Q2	$3.79M	Buy	60,624 +48,264	+390%	+$2.95M	0.01%	768
2024 Q1	$762K	Sell	12,360 -20,257	-62%	-$1.2M	﹤0.01%	1355
2023 Q4	$1.84M	Sell	32,617 -2,841	-8%	-$155K	0.01%	930
2023 Q3	$1.88M	Buy	+35,458	New	+$1.9M	0.01%	881
2017 Q1	–	Sell	-7,499	Closed	-$259K	–	154
2016 Q4	$259K	Buy	+7,499	New	+$252K	0.03%	138

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

Wealth Enhancement Advisory Services's FTLS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Long/Short Equity ETF (FTLS) stake by 6.4% in Q2 2026, selling an estimated $249K and leaving 49,253 shares worth $3.68M. The position accounts for 0.01% of the portfolio, ranked #1194.

Wealth Enhancement Advisory Services first reported a position in FTLS in Q4 2016 and has held it in 13 quarters since. The position peaked at $4.74M in Q4 2025. 267 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

Wealth Enhancement Advisory Services held 49,253 shares of First Trust Long/Short Equity ETF worth $3.68M as of Q2 2026.
Wealth Enhancement Advisory Services sold 3,390 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $249K.
First Trust Long/Short Equity ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1194 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Long/Short Equity ETF in Q4 2016 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's First Trust Long/Short Equity ETF position peaked at $4.74M in Q4 2025.
267 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.