Institute for Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $230K | Hold |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $209K | Hold |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $217K | Sell |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $211K | Sell |
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|
2020
Q4 | $230K | Sell |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $247K | Sell |
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|
2019
Q3 | $298K | Sell |
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|
2019
Q2 | $313K | Sell |
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|
2019
Q1 | $333K | Sell |
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|
2018
Q4 | $390K | Buy |
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|
2018
Q3 | $424K | Sell |
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|
2018
Q2 | $424K | Sell |
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|
2018
Q1 | $748K | Sell |
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|
2017
Q4 | $798K | Sell |
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|
2017
Q3 | $883K | Sell |
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|
2017
Q2 | $880K | Buy |
|