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Carroll Financial Associates’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Carroll Financial Associates’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
Q4 		– Sell
-842
Closed -$34K – 1586
2019
Q3 		$34K Buy
+842
New +$34.3K ﹤0.01% 699

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Carroll Financial Associates's FTLS Position: Q4 2019 in Review

Carroll Financial Associates sold out of First Trust Long/Short Equity ETF (FTLS) in Q4 2019, closing a stake of 842 shares — an estimated $34K sold.

Carroll Financial Associates first reported a position in FTLS in Q3 2019 and held it in 1 quarter. The position peaked at $34K in Q3 2019. 70 funds tracked by Wall St. Rank hold FTLS as of Q4 2019.

  • Carroll Financial Associates reported no remaining First Trust Long/Short Equity ETF position as of Q4 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 842 First Trust Long/Short Equity ETF shares in Q4 2019, an estimated $34K.
  • Carroll Financial Associates first reported a position in First Trust Long/Short Equity ETF in Q3 2019 and held it in 1 quarter.
  • Carroll Financial Associates's First Trust Long/Short Equity ETF position peaked at $34K in Q3 2019.
  • 70 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.