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Little House Capital’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Little House Capital’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
Q1 		– Sell
-53,957
Closed -$2.81M – 137
2021
Q4 		$2.81M Buy
53,957
+1,822
+3% +$92.3K 1.49% 16
2021
Q3 		$2.52M Buy
52,135
+19,828
+61% +$974K 1.48% 16
2021
Q2 		$1.57M Buy
+32,307
New +$1.53M 0.85% 38

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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return

Little House Capital's FTLS Position: Q1 2022 in Review

Little House Capital sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2022, closing a stake of 53,957 shares — an estimated $2.81M sold.

Little House Capital first reported a position in FTLS in Q2 2021 and held it in 3 quarters. The position peaked at $2.81M in Q4 2021. 84 funds tracked by Wall St. Rank hold FTLS as of Q1 2022.

  • Little House Capital reported no remaining First Trust Long/Short Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Little House Capital sold 53,957 First Trust Long/Short Equity ETF shares in Q1 2022, an estimated $2.81M.
  • Little House Capital first reported a position in First Trust Long/Short Equity ETF in Q2 2021 and held it in 3 quarters.
  • Little House Capital's First Trust Long/Short Equity ETF position peaked at $2.81M in Q4 2021.
  • 84 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2022.

Based on Little House Capital's 13F filing for Q1 2022, filed 16 May 2022.