Iams Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Iams Wealth Management’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
2025 Q3	$537K	Sell
2025 Q2	$574K	Sell
2025 Q1	$626K	Sell
2024 Q4	$823K	Sell
2024 Q3	$832K	Buy
2024 Q2	$684K	Buy
2024 Q1	$302K	Sell
2023 Q4	$286K	Buy
2023 Q3	–	Hold
2023 Q2	–	Sell
2023 Q1	$253K	Buy