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

HHM 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
2022
Q3 		– Sell
-24
Closed -$1K – 711
2022
Q2 		$1K Buy
+24
New +$1.2K ﹤0.01% 758

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HHM Wealth Advisors's FTLS Position: Q3 2022 in Review

HHM Wealth Advisors sold out of First Trust Long/Short Equity ETF (FTLS) in Q3 2022, closing a stake of 24 shares — an estimated $1K sold.

HHM Wealth Advisors first reported a position in FTLS in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 100 funds tracked by Wall St. Rank hold FTLS as of Q3 2022.

  • HHM Wealth Advisors reported no remaining First Trust Long/Short Equity ETF position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 24 First Trust Long/Short Equity ETF shares in Q3 2022, an estimated $1K.
  • HHM Wealth Advisors first reported a position in First Trust Long/Short Equity ETF in Q2 2022 and held it in 1 quarter.
  • HHM Wealth Advisors's First Trust Long/Short Equity ETF position peaked at $1K in Q2 2022.
  • 100 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.