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Archford Capital Strategies’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Archford Capital Strategies’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
2019
Q2 		– Sell
-4,250
Closed -$168K – 561
2019
Q1 		$167K Hold
4,250
– – 0.06% 214
2018
Q4 		$158K Hold
4,250
– – 0.06% 206
2018
Q3 		$172K Hold
4,250
– – 0.06% 213
2018
Q2 		$166K Buy
+4,250
New +$166K 0.06% 214

Other funds holding FTLS

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Archford Capital Strategies's FTLS Position: Q2 2019 in Review

Archford Capital Strategies sold out of First Trust Long/Short Equity ETF (FTLS) in Q2 2019, closing a stake of 4,250 shares — an estimated $168K sold.

Archford Capital Strategies first reported a position in FTLS in Q2 2018 and held it in 4 quarters. The position peaked at $172K in Q3 2018. 56 funds tracked by Wall St. Rank hold FTLS as of Q2 2019.

  • Archford Capital Strategies reported no remaining First Trust Long/Short Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 4,250 First Trust Long/Short Equity ETF shares in Q2 2019, an estimated $168K.
  • Archford Capital Strategies first reported a position in First Trust Long/Short Equity ETF in Q2 2018 and held it in 4 quarters.
  • Archford Capital Strategies's First Trust Long/Short Equity ETF position peaked at $172K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2019.

Based on Archford Capital Strategies's 13F filing for Q2 2019, filed 18 Jul 2019.