GWA
GGM Wealth Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $312K | Sell |
4,936
-2,026
| -29% | -$128K | 0.17% | 98 |
|
|
2024
Q4 | $458K | Sell |
6,962
-10,229
| -60% | -$673K | 0.24% | 77 |
|
|
2024
Q3 | $1.09M | Sell |
17,191
-19,162
| -53% | -$1.22M | 0.47% | 45 |
|
|
2024
Q2 | $2.28M | Sell |
36,353
-13,345
| -27% | -$835K | 1.04% | 26 |
|
|
2024
Q1 | $3.04M | Buy |
+49,698
| New | +$3.04M | 1.42% | 21 |
|