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Advanced Research Investment Solutions’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Advanced Research Investment Solutions’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
2022
Q4 		– Sell
-23,530
Closed -$1.1M – 72
2022
Q3 		$1.1M Buy
+23,530
New +$1.16M 0.68% 12

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LPL Financial
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WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Advanced Research Investment Solutions's FTLS Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of First Trust Long/Short Equity ETF (FTLS) in Q4 2022, closing a stake of 23,530 shares — an estimated $1.1M sold.

Advanced Research Investment Solutions first reported a position in FTLS in Q3 2022 and held it in 1 quarter. The position peaked at $1.1M in Q3 2022. 120 funds tracked by Wall St. Rank hold FTLS as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining First Trust Long/Short Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 23,530 First Trust Long/Short Equity ETF shares in Q4 2022, an estimated $1.1M.
  • Advanced Research Investment Solutions first reported a position in First Trust Long/Short Equity ETF in Q3 2022 and held it in 1 quarter.
  • Advanced Research Investment Solutions's First Trust Long/Short Equity ETF position peaked at $1.1M in Q3 2022.
  • 120 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.