Concurrent Investment Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Sell |
12,953
-7,107
| -35% | -$471K | 0.02% | 642 |
|
|
2025
Q1 | $1.29M | Sell |
20,060
-1,287
| -6% | -$82.5K | 0.03% | 473 |
|
|
2024
Q4 | $1.4M | Buy |
21,347
+723
| +4% | +$47.6K | 0.04% | 407 |
|
|
2024
Q3 | $1.31M | Buy |
20,624
+13,563
| +192% | +$861K | 0.04% | 407 |
|
|
2024
Q2 | $442K | Buy |
+7,061
| New | +$442K | 0.01% | 624 |
|