Wellington-Altus USA
FTLS icon

Wellington-Altus USA’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Wellington-Altus USA’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 		$3.84M Buy
50,030
+46,828
+1,462% +$3.55M 2.04% 6
2026
Q2 		$225K Sell
3,202
-16,640
-84% -$1.22M 0.16% 109
2026
Q1 		$1.46M Buy
19,842
+18,740
+1,701% +$1.33M 0.86% 21
2025
Q4 		$78.2K Buy
+1,102
New +$77.8K 0.06% 235

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wellington-Altus USA's FTLS Position: Q3 2026 in Review

Wellington-Altus USA increased its First Trust Long/Short Equity ETF (FTLS) stake by 1,462% in Q3 2026, buying an estimated $3.55M and bringing the position to 50,030 shares worth $3.84M. The position accounts for 2.04% of the portfolio, ranked #6.

Wellington-Altus USA first reported a position in FTLS in Q4 2025 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

  • Wellington-Altus USA held 50,030 shares of First Trust Long/Short Equity ETF worth $3.84M as of Q3 2026.
  • Wellington-Altus USA bought 46,828 First Trust Long/Short Equity ETF shares in Q3 2026, an estimated $3.55M.
  • First Trust Long/Short Equity ETF made up 2.04% of Wellington-Altus USA's portfolio in Q3 2026, its #6 holding.
  • Wellington-Altus USA first reported a position in First Trust Long/Short Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on Wellington-Altus USA's 13F filing for Q3 2026, filed 12 Nov 2026.