World Investment Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

World Investment Advisors’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	$1.45M	Sell	20,538 -1,332	-6%	-$97.9K	0.02%	583
2026 Q1	$1.54M	Sell	21,870 -1,418	-6%	-$101K	0.02%	571
2025 Q4	$1.65M	Sell	23,288 -12,963	-36%	-$916K	0.03%	528
2025 Q3	$2.54M	Buy	36,251 +2,175	+6%	+$147K	0.05%	356
2025 Q2	$2.26M	Sell	34,076 -3,008	-8%	-$193K	0.05%	355
2025 Q1	$2.38M	Buy	37,084 +12,006	+48%	+$794K	0.06%	322
2024 Q4	$1.65M	Buy	25,078 +5,232	+26%	+$342K	0.05%	367
2024 Q3	$1.26M	Buy	+19,846	New	+$1.24M	0.04%	381

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 22.9% 1-Year Est. Return

World Investment Advisors's FTLS Position: Q2 2026 in Review

World Investment Advisors reduced its First Trust Long/Short Equity ETF (FTLS) stake by 6.1% in Q2 2026, selling an estimated $97.9K and leaving 20,538 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #583.

World Investment Advisors first reported a position in FTLS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.54M in Q3 2025. 268 funds tracked by Wall St. Rank hold FTLS as of Q2 2026.

World Investment Advisors held 20,538 shares of First Trust Long/Short Equity ETF worth $1.45M as of Q2 2026.
World Investment Advisors sold 1,332 First Trust Long/Short Equity ETF shares in Q2 2026, an estimated $97.9K.
First Trust Long/Short Equity ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #583 holding.
World Investment Advisors first reported a position in First Trust Long/Short Equity ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's First Trust Long/Short Equity ETF position peaked at $2.54M in Q3 2025.
268 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.