GIA
FTLS icon

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

GHP Investment 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
2023
Q3 		– Sell
-118
Closed -$6.34K – 949
2023
Q2 		$6.34K Buy
+118
New +$6.09K ﹤0.01% 753

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GHP Investment Advisors's FTLS Position: Q3 2023 in Review

GHP Investment Advisors sold out of First Trust Long/Short Equity ETF (FTLS) in Q3 2023, closing a stake of 118 shares — an estimated $6.34K sold.

GHP Investment Advisors first reported a position in FTLS in Q2 2023 and held it in 1 quarter. The position peaked at $6.34K in Q2 2023. 142 funds tracked by Wall St. Rank hold FTLS as of Q3 2023.

  • GHP Investment Advisors reported no remaining First Trust Long/Short Equity ETF position as of Q3 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 118 First Trust Long/Short Equity ETF shares in Q3 2023, an estimated $6.34K.
  • GHP Investment Advisors first reported a position in First Trust Long/Short Equity ETF in Q2 2023 and held it in 1 quarter.
  • GHP Investment Advisors's First Trust Long/Short Equity ETF position peaked at $6.34K in Q2 2023.
  • 142 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2023.

Based on GHP Investment Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.