KIG
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Kowal Investment Group’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-298
Closed -$14K – 420
2021
Q3 		$14K Buy
+298
New +$14.6K ﹤0.01% 449

Other funds holding FTLS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kowal Investment Group's FTLS Position: Q4 2021 in Review

Kowal Investment Group sold out of First Trust Long/Short Equity ETF (FTLS) in Q4 2021, closing a stake of 298 shares — an estimated $14K sold.

Kowal Investment Group first reported a position in FTLS in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 82 funds tracked by Wall St. Rank hold FTLS as of Q4 2021.

  • Kowal Investment Group reported no remaining First Trust Long/Short Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 298 First Trust Long/Short Equity ETF shares in Q4 2021, an estimated $14K.
  • Kowal Investment Group first reported a position in First Trust Long/Short Equity ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's First Trust Long/Short Equity ETF position peaked at $14K in Q3 2021.
  • 82 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.