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BB&T Investment Services’s First Trust Long/Short Equity ETF FTLS Stock Holding History

BB&T Investment Services’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
2017
Q4 		$40K Sell
1,010
-38
-4% -$1.45K 0.01% 606
2017
Q3 		$39K Hold
1,048
– – 0.01% 570
2017
Q2 		$38K Buy
+1,048
New +$37.3K 0.01% 526

Other funds holding FTLS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

BB&T Investment Services's FTLS Position: Q4 2017 in Review

BB&T Investment Services reduced its First Trust Long/Short Equity ETF (FTLS) stake by 3.6% in Q4 2017, selling an estimated $1.45K and leaving 1,010 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #606.

BB&T Investment Services first reported a position in FTLS in Q2 2017 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold FTLS as of Q4 2017.

  • BB&T Investment Services held 1,010 shares of First Trust Long/Short Equity ETF worth $40K as of Q4 2017.
  • BB&T Investment Services sold 38 First Trust Long/Short Equity ETF shares in Q4 2017, an estimated $1.45K.
  • First Trust Long/Short Equity ETF made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #606 holding.
  • BB&T Investment Services first reported a position in First Trust Long/Short Equity ETF in Q2 2017 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.