Kingswood Wealth Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.5M Buy
67,929
+5,100
+8% +$338K 0.36% 58
2025
Q1
$4.03M Buy
62,829
+16,281
+35% +$1.04M 0.37% 54
2024
Q4
$3.06M Buy
46,548
+5,648
+14% +$372K 0.23% 98
2024
Q3
$2.6M Buy
+40,900
New +$2.6M 0.19% 121