Insigneo Advisory Services’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Insigneo Advisory Services’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 Q1	–	Sell	-3,445	Closed	-$227K	–	660
2024 Q4	$227K	Buy	3,445 +96	+3%	+$6.27K	0.02%	495
2024 Q3	$213K	Buy	3,349 +11	+0.3%	+$690	0.02%	541
2024 Q2	$203K	Buy	+3,338	New	+$204K	0.02%	499

Other funds holding FTLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Insigneo Advisory Services's FTLS Position: Q1 2025 in Review

Insigneo Advisory Services sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2025, closing a stake of 3,445 shares — an estimated $227K sold.

Insigneo Advisory Services first reported a position in FTLS in Q2 2024 and held it in 3 quarters. The position peaked at $227K in Q4 2024. 235 funds tracked by Wall St. Rank hold FTLS as of Q1 2025.

Insigneo Advisory Services reported no remaining First Trust Long/Short Equity ETF position as of Q1 2025 after selling out during the quarter.
Insigneo Advisory Services sold 3,445 First Trust Long/Short Equity ETF shares in Q1 2025, an estimated $227K.
Insigneo Advisory Services first reported a position in First Trust Long/Short Equity ETF in Q2 2024 and held it in 3 quarters.
Insigneo Advisory Services's First Trust Long/Short Equity ETF position peaked at $227K in Q4 2024.
235 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2025.

Based on Insigneo Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.