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Householder Group Estate & Retirement Specialist’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$301K Buy
4,587
+103
+2% +$6.73K 0.22% 75
2024
Q3 		$284K Buy
4,484
+183
+4% +$11.5K 0.08% 197
2024
Q2 		$269K Buy
4,301
+1,505
+54% +$92K 0.08% 203
2024
Q1 		$172K Buy
2,796
+14
+0.5% +$830 0.05% 258
2023
Q4 		$156K Sell
2,782
-347
-11% -$19K 0.05% 270
2023
Q3 		$166K Buy
+3,129
New +$167K 0.06% 239
2023
Q1 		$165K Buy
+3,244
New +$161K 0.06% 223
2022
Q4 		– Sell
-3,347
Closed -$156K – 588
2022
Q3 		$156K Buy
+3,347
New +$165K 0.06% 203

Other funds holding FTLS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $424B AUM 22.94% 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

Householder Group Estate & Retirement Specialist's FTLS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its First Trust Long/Short Equity ETF (FTLS) stake by 2.3% in Q4 2024, buying an estimated $6.73K and bringing the position to 4,587 shares worth $301K. The position accounts for 0.22% of the portfolio, ranked #75.

Householder Group Estate & Retirement Specialist first reported a position in FTLS in Q3 2022 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold FTLS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 4,587 shares of First Trust Long/Short Equity ETF worth $301K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 103 First Trust Long/Short Equity ETF shares in Q4 2024, an estimated $6.73K.
  • First Trust Long/Short Equity ETF made up 0.22% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #75 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Long/Short Equity ETF in Q3 2022 and has held it in 8 quarters since.
  • 235 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.