GeoWealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
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|
2025
Q1 | $730K | Buy |
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|
2024
Q4 | $744K | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $984K | Buy |
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|
2024
Q1 | $810K | Buy |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $151K | Sell |
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|
2022
Q4 | $149K | Sell |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $121K | Sell |
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|
2022
Q1 | $173K | Buy |
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|
2021
Q4 | $140K | Sell |
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|
2021
Q3 | $134K | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | $63K | Buy |
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