LS
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Leelyn Smith’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Leelyn Smith’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
2023
Q1 		– Sell
-1,614
Closed -$78.9K – 226
2022
Q4 		$78.9K Buy
1,614
+487
+43% +$23.9K 0.02% 145
2022
Q3 		$53K Buy
1,127
+528
+88% +$26K 0.02% 149
2022
Q2 		$29K Sell
599
-313
-34% -$15.7K 0.01% 223
2022
Q1 		$46K Hold
912
– – 0.01% 204
2021
Q4 		$48K Sell
912
-7,453
-89% -$378K 0.01% 201
2021
Q3 		$404K Sell
8,365
-1,716
-17% -$84.3K 0.12% 92
2021
Q2 		$490K Sell
10,081
-335
-3% -$15.9K 0.14% 91
2021
Q1 		$473K Sell
10,416
-10
-0.1% -$456 0.14% 97
2020
Q4 		$455K Sell
10,426
-3,091
-23% -$134K 0.15% 93
2020
Q3 		$575K Sell
13,517
-619
-4% -$26.5K 0.2% 86
2020
Q2 		$580K Sell
14,136
-920
-6% -$36.8K 0.24% 81
2020
Q1 		$564K Sell
15,056
-1,767
-11% -$73.2K 0.3% 67
2019
Q4 		$719 Buy
+16,823
New +$703K 0.35% 67

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Leelyn Smith's FTLS Position: Q1 2023 in Review

Leelyn Smith sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2023, closing a stake of 1,614 shares — an estimated $78.9K sold.

Leelyn Smith first reported a position in FTLS in Q4 2019 and held it in 13 quarters. The position peaked at $580K in Q2 2020. 122 funds tracked by Wall St. Rank hold FTLS as of Q1 2023.

  • Leelyn Smith reported no remaining First Trust Long/Short Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 1,614 First Trust Long/Short Equity ETF shares in Q1 2023, an estimated $78.9K.
  • Leelyn Smith first reported a position in First Trust Long/Short Equity ETF in Q4 2019 and held it in 13 quarters.
  • Leelyn Smith's First Trust Long/Short Equity ETF position peaked at $580K in Q2 2020.
  • 122 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.