IWM
FTLS icon

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
2026
Q1 		$477K Sell
6,784
-72
-1% -$5.1K 0.17% 145
2025
Q4 		$487K Sell
6,856
-815
-11% -$57.6K 0.18% 126
2025
Q3 		$537K Sell
7,671
-987
-11% -$66.6K 0.22% 114
2025
Q2 		$574K Sell
8,658
-1,106
-11% -$71K 0.26% 104
2025
Q1 		$626K Sell
9,764
-2,745
-22% -$182K 0.29% 94
2024
Q4 		$823K Sell
12,509
-592
-5% -$38.7K 0.38% 77
2024
Q3 		$832K Buy
13,101
+2,179
+20% +$137K 0.41% 71
2024
Q2 		$684K Buy
10,922
+5,897
+117% +$361K 0.37% 75
2024
Q1 		$302K Sell
5,025
-67
-1% -$3.97K 0.18% 99
2023
Q4 		$286K Buy
+5,092
New +$278K 0.19% 97
2023
Q3 		– Hold
0
– – – 170
2023
Q2 		– Sell
-4,993
Closed -$258K – 179
2023
Q1 		$253K Buy
+4,993
New +$248K 0.21% 93

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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return