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

GGM Wealth 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
2025
Q1 		$312K Sell
4,936
-2,026
-29% -$134K 0.17% 98
2024
Q4 		$458K Sell
6,962
-10,229
-60% -$668K 0.24% 77
2024
Q3 		$1.09M Sell
17,191
-19,162
-53% -$1.2M 0.47% 45
2024
Q2 		$2.28M Sell
36,353
-13,345
-27% -$816K 1.04% 26
2024
Q1 		$3.04M Buy
+49,698
New +$2.95M 1.42% 21

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

GGM Wealth Advisors's FTLS Position: Q1 2025 in Review

GGM Wealth Advisors reduced its First Trust Long/Short Equity ETF (FTLS) stake by 29% in Q1 2025, selling an estimated $134K and leaving 4,936 shares worth $312K. The position accounts for 0.17% of the portfolio, ranked #98.

GGM Wealth Advisors first reported a position in FTLS in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.04M in Q1 2024. 234 funds tracked by Wall St. Rank hold FTLS as of Q1 2025.

  • GGM Wealth Advisors held 4,936 shares of First Trust Long/Short Equity ETF worth $312K as of Q1 2025.
  • GGM Wealth Advisors sold 2,026 First Trust Long/Short Equity ETF shares in Q1 2025, an estimated $134K.
  • First Trust Long/Short Equity ETF made up 0.17% of GGM Wealth Advisors's portfolio in Q1 2025, its #98 holding.
  • GGM Wealth Advisors first reported a position in First Trust Long/Short Equity ETF in Q1 2024 and has held it in 5 quarters since.
  • GGM Wealth Advisors's First Trust Long/Short Equity ETF position peaked at $3.04M in Q1 2024.
  • 234 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.