First Foundation Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

First Foundation Advisors’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
2018 Q2	–	Sell	-5,783	Closed	-$225K	–	337
2018 Q1	$225K	Hold	5,783	–	–	0.01%	290
2017 Q4	$227K	Hold	5,783	–	–	0.01%	299
2017 Q3	$215K	Hold	5,783	–	–	0.01%	278
2017 Q2	$209K	Hold	5,783	–	–	0.01%	295
2017 Q1	$202K	Buy	+5,783	New	+$201K	0.01%	296

Other funds holding FTLS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return

PAS

Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

First Foundation Advisors's FTLS Position: Q2 2018 in Review

First Foundation Advisors sold out of First Trust Long/Short Equity ETF (FTLS) in Q2 2018, closing a stake of 5,783 shares — an estimated $225K sold.

First Foundation Advisors first reported a position in FTLS in Q1 2017 and held it in 5 quarters. The position peaked at $227K in Q4 2017. 46 funds tracked by Wall St. Rank hold FTLS as of Q2 2018.

First Foundation Advisors reported no remaining First Trust Long/Short Equity ETF position as of Q2 2018 after selling out during the quarter.
First Foundation Advisors sold 5,783 First Trust Long/Short Equity ETF shares in Q2 2018, an estimated $225K.
First Foundation Advisors first reported a position in First Trust Long/Short Equity ETF in Q1 2017 and held it in 5 quarters.
First Foundation Advisors's First Trust Long/Short Equity ETF position peaked at $227K in Q4 2017.
46 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2018.

Based on First Foundation Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.