Meadow Creek Wealth Advisors LLC FTLS — FIRST TRUST LONG/SHORT EQUITY ETF

Ownership history in Meadow Creek Wealth Advisors LLC  ·  10 quarters on record

AI Ownership Summary

Meadow Creek Wealth Advisors LLC reported FIRST TRUST LONG/SHORT EQUITY ETF (FTLS) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.85% in 2023 Q4. The latest visible filing shows FTLS at 0.73% 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.

What this FTLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meadow Creek Wealth Advisors LLC's position in FIRST TRUST LONG/SHORT EQUITY ETF, 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 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

FTLS stock page Meadow Creek Wealth Advisors LLC fund profile Meadow Creek Wealth Advisors LLC full holdings
How Meadow Creek Wealth Advisors LLC held FTLS — position size vs. price
% of Fund (quarterly)    FTLS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 16,103 +1,826 +12.8% 0.73% $1.1M 2026-04-30 $73.79
2025 Q4 ADDED — — — 14,277 +97 +0.7% 0.65% $1.0M 2026-01-28 $71.79
2025 Q3 ADDED — — — 14,180 +861 +6.5% 0.65% $973K 2025-10-27 $70.43
2025 Q2 ADDED — — — 13,319 +787 +6.3% 0.60% $883K 2025-07-30 $66.32
2025 Q1 ADDED — — — 12,532 +870 +7.5% 0.60% $803K 2025-04-28 $62.69
2024 Q4 ADDED — — — 11,662 +1,963 +20.2% 0.55% $767K 2025-01-27 $66.19
2024 Q3 ADDED — — — 9,699 +165 +1.7% 0.49% $616K 2024-10-22 $63.77
2024 Q2 REDUCED 35.2% +1.8% ❌ 9,534 -5,168 -35.2% 0.56% $597K 2024-07-17 $61.24
2024 Q1 REDUCED — — — 14,702 -768 -5.0% 0.63% $907K 2024-04-19 $57.57
2023 Q4 INITIATED — — — 15,470 — — 0.85% $870K 2024-01-18 $56.26

🏢 Other funds also holding FTLS

As of 2026 Q1 — sorted by position size

Guilbault Capital LLC 4.69% IMG Wealth Management, Inc. 4.35% EdgeRock Capital LLC 3Y 3.84% Live Oak Investment Partners 3Y 3.8% Stegent Equity Advisors, Inc. 3Y 3.07% FOCUS Wealth Advisors, LLC 3Y 3.05% Hobart Private Capital, LLC 3Y 2.82% Proactive Wealth Strategies LLC 2.41% Cornerstone Planning Group LLC 3Y 2.32% LCNB CORP 3Y 7Y 2.14%

FAQ About Meadow Creek Wealth Advisors LLC and FTLS

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

How long has Meadow Creek Wealth Advisors LLC reported owning FTLS?

Meadow Creek Wealth Advisors LLC reported FTLS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FTLS position in Meadow Creek Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for FTLS was 0.85% in 2023 Q4.

What is the latest reported FTLS position on this page?

The most recent filing on this page is 2026 Q1, when Meadow Creek Wealth Advisors LLC reported 16,103 shares, equal to 0.73% of portfolio, with an estimated market value of $1.1M.

What does the chart on this FTLS ownership page compare?

The chart compares Meadow Creek Wealth Advisors LLC'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.

How well did Meadow Creek Wealth Advisors LLC time their FTLS position?

Based on 13F filing dates vs. subsequent FTLS price moves, Meadow Creek Wealth Advisors LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on FTLS relative to SPY over the holding period was -7.1%.

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