American Portfolios Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

American Portfolios 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
2022 Q3	$123K	Buy	+2,636	New	+$130K	0.01%	1234
2019 Q4	–	Sell	-6,636	Closed	-$272K	–	2873
2019 Q3	$272K	Buy	6,636 +473	+8%	+$19.3K	0.02%	590
2019 Q2	$248K	Buy	6,163 +5,950	+2,793%	+$235K	0.02%	621
2019 Q1	$8.35K	Buy	+213	New	+$8.19K	﹤0.01%	1897

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

American Portfolios Advisors's FTLS Position: Q3 2022 in Review

American Portfolios Advisors opened a new position in First Trust Long/Short Equity ETF (FTLS) in Q3 2022: 2,636 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #1234 among its holdings. This is a return to the name: American Portfolios Advisors previously reported a position in FTLS as recently as Q3 2019.

American Portfolios Advisors first reported a position in FTLS in Q1 2019 and has held it in 4 quarters since. The position peaked at $272K in Q3 2019. 100 funds tracked by Wall St. Rank hold FTLS as of Q3 2022.

American Portfolios Advisors held 2,636 shares of First Trust Long/Short Equity ETF worth $123K as of Q3 2022.
First Trust Long/Short Equity ETF was a new American Portfolios Advisors position in Q3 2022.
First Trust Long/Short Equity ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1234 holding.
American Portfolios Advisors first reported a position in First Trust Long/Short Equity ETF in Q1 2019 and has held it in 4 quarters since.
American Portfolios Advisors's First Trust Long/Short Equity ETF position peaked at $272K in Q3 2019.
100 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.