FTLS β€” First Trust ETFs/USA

Ownership history in CX Institutional  Β·  25 quarters on record

AI Ownership Summary

CX Institutional reported First Trust ETFs/USA (FTLS) in 25 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows FTLS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FTLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in First Trust ETFs/USA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTLS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CX Institutional held FTLS β€” position size vs. price
% of Fund (quarterly)    FTLS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 578 -8 -1.4% 0.00% $41 2026-04-06 $70.58
2025 Q4 REDUCED 586 -25 -4.1% 0.00% $42K 2026-02-02 $72.05
2025 Q3 REDUCED 611 -12 -1.9% 0.00% $43K 2025-10-23 $69.43
2025 Q2 REDUCED 623 -11 -1.7% 0.00% $41K 2025-07-11 $65.39
2025 Q1 REDUCED 634 -3,911 -86.1% 0.00% $41K 2025-04-15 $62.17
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CX Institutional and FTLS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning FTLS?

CX Institutional reported FTLS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported FTLS position in CX Institutional's portfolio?

The largest reported portfolio weight for FTLS was 0.00% in 2025 Q1.

What is the latest reported FTLS position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 578 shares, equal to 0.00% of portfolio, with an estimated market value of $41.

What does the chart on this FTLS ownership page compare?

The chart compares CX Institutional's quarterly FTLS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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