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Jaffetilchin Investment Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-286
Closed -$18.2K – 707
2024
Q3 		$18.2K Buy
+286
New +$17.9K ﹤0.01% 793
2020
Q4 		– Sell
-7,423
Closed -$316K – 284
2020
Q3 		$316K Buy
7,423
+2,011
+37% +$86K 0.06% 182
2020
Q2 		$222K Buy
+5,412
New +$216K 0.05% 191

Other funds holding FTLS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Jaffetilchin Investment Partners's FTLS Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust Long/Short Equity ETF (FTLS) in Q4 2024, closing a stake of 286 shares — an estimated $18.2K sold.

Jaffetilchin Investment Partners first reported a position in FTLS in Q2 2020 and held it in 3 quarters. The position peaked at $316K in Q3 2020. 235 funds tracked by Wall St. Rank hold FTLS as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining First Trust Long/Short Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 286 First Trust Long/Short Equity ETF shares in Q4 2024, an estimated $18.2K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Long/Short Equity ETF in Q2 2020 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's First Trust Long/Short Equity ETF position peaked at $316K in Q3 2020.
  • 235 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.