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Laidlaw Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Laidlaw Wealth Management’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
-20,454
Closed -$1.35M – 84
2024
Q4 		$1.35M Sell
20,454
-974
-5% -$63.6K 0.59% 46
2024
Q3 		$1.36M Buy
21,428
+718
+3% +$45K 0.67% 46
2024
Q2 		$1.3M Buy
20,710
+893
+5% +$54.6K 0.71% 40
2024
Q1 		$1.22M Buy
19,817
+1,985
+11% +$118K 0.68% 46
2023
Q4 		$1M Sell
17,832
-658
-4% -$35.9K 0.36% 82
2023
Q3 		$983K Buy
+18,490
New +$988K 0.32% 87

Other funds holding FTLS

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Laidlaw Wealth Management's FTLS Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2025, closing a stake of 20,454 shares — an estimated $1.35M sold.

Laidlaw Wealth Management first reported a position in FTLS in Q3 2023 and held it in 6 quarters. The position peaked at $1.36M in Q3 2024. 234 funds tracked by Wall St. Rank hold FTLS as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining First Trust Long/Short Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 20,454 First Trust Long/Short Equity ETF shares in Q1 2025, an estimated $1.35M.
  • Laidlaw Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q3 2023 and held it in 6 quarters.
  • Laidlaw Wealth Management's First Trust Long/Short Equity ETF position peaked at $1.36M in Q3 2024.
  • 234 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.