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Commonwealth Financial Services’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Commonwealth Financial 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
Q1 		$50K Hold
1,442
– – 0.05% 99
2016
Q4 		$50K Buy
+1,442
New +$48.5K 0.05% 89

Other funds holding FTLS

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Commonwealth Financial Services's FTLS Position: Q1 2017 in Review

Commonwealth Financial Services held its First Trust Long/Short Equity ETF (FTLS) position steady in Q1 2017 at 1,442 shares worth $50K. The position accounts for 0.05% of the portfolio, ranked #99.

Commonwealth Financial Services first reported a position in FTLS in Q4 2016 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold FTLS as of Q1 2017.

  • Commonwealth Financial Services held 1,442 shares of First Trust Long/Short Equity ETF worth $50K as of Q1 2017.
  • Commonwealth Financial Services left its First Trust Long/Short Equity ETF share count unchanged in Q1 2017.
  • First Trust Long/Short Equity ETF made up 0.05% of Commonwealth Financial Services's portfolio in Q1 2017, its #99 holding.
  • Commonwealth Financial Services first reported a position in First Trust Long/Short Equity ETF in Q4 2016 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.