EWM
FTLS icon

Executive Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Executive Wealth Management’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
Q3 		– Sell
-274
Closed -$11K – 368
2019
Q2 		$11K Hold
274
– – ﹤0.01% 592
2019
Q1 		$11K Hold
274
– – ﹤0.01% 529
2018
Q4 		$10K Buy
+274
New +$10.5K ﹤0.01% 568

Other funds holding FTLS

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Executive Wealth Management's FTLS Position: Q3 2019 in Review

Executive Wealth Management sold out of First Trust Long/Short Equity ETF (FTLS) in Q3 2019, closing a stake of 274 shares — an estimated $11K sold.

Executive Wealth Management first reported a position in FTLS in Q4 2018 and held it in 3 quarters. The position peaked at $11K in Q2 2019. 63 funds tracked by Wall St. Rank hold FTLS as of Q3 2019.

  • Executive Wealth Management reported no remaining First Trust Long/Short Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 274 First Trust Long/Short Equity ETF shares in Q3 2019, an estimated $11K.
  • Executive Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's First Trust Long/Short Equity ETF position peaked at $11K in Q2 2019.
  • 63 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.