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Lee Financial’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Lee Financial’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
Q1 		– Sell
-75
Closed -$4.22K – 412
2023
Q4 		$4.22K Hold
75
– – ﹤0.01% 581
2023
Q3 		$3.99K Buy
+75
New +$4.01K ﹤0.01% 555

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Lee Financial's FTLS Position: Q1 2024 in Review

Lee Financial sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2024, closing a stake of 75 shares — an estimated $4.22K sold.

Lee Financial first reported a position in FTLS in Q3 2023 and held it in 2 quarters. The position peaked at $4.22K in Q4 2023. 169 funds tracked by Wall St. Rank hold FTLS as of Q1 2024.

  • Lee Financial reported no remaining First Trust Long/Short Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 75 First Trust Long/Short Equity ETF shares in Q1 2024, an estimated $4.22K.
  • Lee Financial first reported a position in First Trust Long/Short Equity ETF in Q3 2023 and held it in 2 quarters.
  • Lee Financial's First Trust Long/Short Equity ETF position peaked at $4.22K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.