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Heritage Wealth Management (Arizona)’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$74.5K Buy
1,524
+762
+100% +$37.4K 0.01% 452
2022
Q3 		$36K Buy
762
+112
+17% +$5.51K 0.01% 447
2022
Q2 		$31.6K Buy
+650
New +$32.5K 0.01% 483

Other funds holding FTLS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FTLS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its First Trust Long/Short Equity ETF (FTLS) stake by 100% in Q4 2022, buying an estimated $37.4K and bringing the position to 1,524 shares worth $74.5K. The position accounts for 0.01% of the portfolio, ranked #452.

Heritage Wealth Management (Arizona) first reported a position in FTLS in Q2 2022 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold FTLS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,524 shares of First Trust Long/Short Equity ETF worth $74.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 762 First Trust Long/Short Equity ETF shares in Q4 2022, an estimated $37.4K.
  • First Trust Long/Short Equity ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #452 holding.
  • Heritage Wealth Management (Arizona) first reported a position in First Trust Long/Short Equity ETF in Q2 2022 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.