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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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