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Laurel Wealth Advisors (California)’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$453K Buy
9,275
+201
+2% +$9.87K 0.04% 381
2022
Q3 		$425K Sell
9,074
-688
-7% -$33.8K 0.05% 380
2022
Q2 		$475K Buy
9,762
+86
+0.9% +$4.3K 0.05% 373
2022
Q1 		$490K Sell
9,676
-1,067
-10% -$53.7K 0.04% 420
2021
Q4 		$560K Buy
+10,743
New +$544K 0.04% 409

Other funds holding FTLS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FTLS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its First Trust Long/Short Equity ETF (FTLS) stake by 2.2% in Q4 2022, buying an estimated $9.87K and bringing the position to 9,275 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #381.

Laurel Wealth Advisors (California) first reported a position in FTLS in Q4 2021 and has held it in 5 quarters since. The position peaked at $560K in Q4 2021. 119 funds tracked by Wall St. Rank hold FTLS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 9,275 shares of First Trust Long/Short Equity ETF worth $453K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 201 First Trust Long/Short Equity ETF shares in Q4 2022, an estimated $9.87K.
  • First Trust Long/Short Equity ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #381 holding.
  • Laurel Wealth Advisors (California) first reported a position in First Trust Long/Short Equity ETF in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s First Trust Long/Short Equity ETF position peaked at $560K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.