IWM
IHT Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Sell |
14,177
-14,705
| -51% | -$975K | 0.03% | 518 |
|
|
2025
Q1 | $1.85M | Sell |
28,882
-3,338
| -10% | -$214K | 0.06% | 304 |
|
|
2024
Q4 | $2.12M | Sell |
32,220
-4,188
| -12% | -$276K | 0.07% | 262 |
|
|
2024
Q3 | $2.31M | Sell |
36,408
-24,544
| -40% | -$1.56M | 0.07% | 280 |
|
|
2024
Q2 | $3.81M | Buy |
60,952
+5,582
| +10% | +$349K | 0.14% | 150 |
|
|
2024
Q1 | $3.41M | Buy |
55,370
+1,444
| +3% | +$89K | 0.14% | 148 |
|
|
2023
Q4 | $3.03M | Sell |
53,926
-57,469
| -52% | -$3.23M | 0.14% | 155 |
|
|
2023
Q3 | $5.92M | Sell |
111,395
-59,623
| -35% | -$3.17M | 0.3% | 67 |
|
|
2023
Q2 | $9.03M | Buy |
+171,018
| New | +$9.03M | 0.47% | 37 |
|
|
2019
Q1 | – | Sell |
-25,672
| Closed | -$2.5M | – | 522 |
|
|
2018
Q4 | $2.5M | Buy |
+25,672
| New | +$2.5M | 0.48% | 45 |
|