AWM
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Ameliora Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Ameliora Wealth Management’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
Q1 		– Sell
-27,450
Closed -$1.3M – 37
2021
Q4 		$1.3M Buy
+27,450
New +$1.39M 1.19% 12

Other funds holding FTLS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return

Ameliora Wealth Management's FTLS Position: Q1 2022 in Review

Ameliora Wealth Management sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2022, closing a stake of 27,450 shares — an estimated $1.3M sold.

Ameliora Wealth Management first reported a position in FTLS in Q4 2021 and held it in 1 quarter. The position peaked at $1.3M in Q4 2021. 84 funds tracked by Wall St. Rank hold FTLS as of Q1 2022.

  • Ameliora Wealth Management reported no remaining First Trust Long/Short Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Ameliora Wealth Management sold 27,450 First Trust Long/Short Equity ETF shares in Q1 2022, an estimated $1.3M.
  • Ameliora Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q4 2021 and held it in 1 quarter.
  • Ameliora Wealth Management's First Trust Long/Short Equity ETF position peaked at $1.3M in Q4 2021.
  • 84 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2022.

Based on Ameliora Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.