Atlas Capital Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Atlas Capital 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
2021 Q1	–	Sell	-1,064	Closed	-$46.4K	–	804
2020 Q4	$46.4K	Buy	+1,064	New	+$46K	0.01%	472
2020 Q3	–	Sell	-1,596	Closed	-$65.4K	–	412
2020 Q2	$65.4K	Hold	1,596	–	–	0.02%	448
2020 Q1	$59.8K	Sell	1,596 -199	-11%	-$8.24K	0.02%	416
2019 Q4	$76.7K	Sell	1,795 -3,764	-68%	-$157K	0.02%	422
2019 Q3	$228K	Sell	5,559 -428	-7%	-$17.4K	0.07%	295
2019 Q2	$241K	Buy	+5,987	New	+$237K	0.08%	263

Other funds holding FTLS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

NNP

Nachman Norwood & Parrott Greenville, South Carolina $984M AUM 33.8% 1-Year Est. Return

Atlas Capital Advisors's FTLS Position: Q1 2021 in Review

Atlas Capital Advisors sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2021, closing a stake of 1,064 shares — an estimated $46.4K sold.

Atlas Capital Advisors first reported a position in FTLS in Q2 2019 and held it in 6 quarters. The position peaked at $241K in Q2 2019. 66 funds tracked by Wall St. Rank hold FTLS as of Q1 2021.

Atlas Capital Advisors reported no remaining First Trust Long/Short Equity ETF position as of Q1 2021 after selling out during the quarter.
Atlas Capital Advisors sold 1,064 First Trust Long/Short Equity ETF shares in Q1 2021, an estimated $46.4K.
Atlas Capital Advisors first reported a position in First Trust Long/Short Equity ETF in Q2 2019 and held it in 6 quarters.
Atlas Capital Advisors's First Trust Long/Short Equity ETF position peaked at $241K in Q2 2019.
66 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2021.

Based on Atlas Capital Advisors's 13F filing for Q1 2021, filed 10 May 2021.