LWS
FTLS icon

Lucia Wealth Services’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Lucia Wealth Services’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
2019
Q2 		– Sell
-6,422
Closed -$252K – 179
2019
Q1 		$252K Buy
+6,422
New +$247K 0.09% 113

Other funds holding FTLS

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lucia Wealth Services's FTLS Position: Q2 2019 in Review

Lucia Wealth Services sold out of First Trust Long/Short Equity ETF (FTLS) in Q2 2019, closing a stake of 6,422 shares — an estimated $252K sold.

Lucia Wealth Services first reported a position in FTLS in Q1 2019 and held it in 1 quarter. The position peaked at $252K in Q1 2019. 56 funds tracked by Wall St. Rank hold FTLS as of Q2 2019.

  • Lucia Wealth Services reported no remaining First Trust Long/Short Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 6,422 First Trust Long/Short Equity ETF shares in Q2 2019, an estimated $252K.
  • Lucia Wealth Services first reported a position in First Trust Long/Short Equity ETF in Q1 2019 and held it in 1 quarter.
  • Lucia Wealth Services's First Trust Long/Short Equity ETF position peaked at $252K in Q1 2019.
  • 56 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2019.

Based on Lucia Wealth Services's 13F filing for Q2 2019, filed 23 Jul 2019.