Cardinal Point Wealth Management Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Cardinal Point Wealth Management Partners’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
2023 Q1	$4.24M	Buy	83,440 +2,985	+4%	+$148K	1.29%	11
2022 Q4	$3.93M	Buy	80,455 +61,715	+329%	+$3.03M	1.36%	10
2022 Q3	$891K	Sell	18,740 -2,410	-11%	-$118K	0.43%	20
2022 Q2	$1.03M	Buy	21,150 +1,125	+6%	+$56.3K	0.49%	20
2022 Q1	$1.01M	Buy	20,025 +4,150	+26%	+$209K	0.45%	20
2021 Q4	$828K	Buy	+15,875	New	+$804K	0.36%	24

Other funds holding FTLS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

FEG

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

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

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

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cardinal Point Wealth Management Partners's FTLS Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its First Trust Long/Short Equity ETF (FTLS) stake by 3.7% in Q1 2023, buying an estimated $148K and bringing the position to 83,440 shares worth $4.24M. The position accounts for 1.29% of the portfolio, ranked #11.

Cardinal Point Wealth Management Partners first reported a position in FTLS in Q4 2021 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold FTLS as of Q1 2023.

Cardinal Point Wealth Management Partners held 83,440 shares of First Trust Long/Short Equity ETF worth $4.24M as of Q1 2023.
Cardinal Point Wealth Management Partners bought 2,985 First Trust Long/Short Equity ETF shares in Q1 2023, an estimated $148K.
First Trust Long/Short Equity ETF made up 1.29% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #11 holding.
Cardinal Point Wealth Management Partners first reported a position in First Trust Long/Short Equity ETF in Q4 2021 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.