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MassMutual Private Wealth & Trust’s First Trust Long/Short Equity ETF FTLS Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-256
Closed -$16K – 2184
2024
Q2 		$16K Buy
+256
New +$15.7K ﹤0.01% 918

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

MassMutual Private Wealth & Trust's FTLS Position: Q3 2024 in Review

MassMutual Private Wealth & Trust sold out of First Trust Long/Short Equity ETF (FTLS) in Q3 2024, closing a stake of 256 shares — an estimated $16K sold.

MassMutual Private Wealth & Trust first reported a position in FTLS in Q2 2024 and held it in 1 quarter. The position peaked at $16K in Q2 2024. 203 funds tracked by Wall St. Rank hold FTLS as of Q3 2024.

  • MassMutual Private Wealth & Trust reported no remaining First Trust Long/Short Equity ETF position as of Q3 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 256 First Trust Long/Short Equity ETF shares in Q3 2024, an estimated $16K.
  • MassMutual Private Wealth & Trust first reported a position in First Trust Long/Short Equity ETF in Q2 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's First Trust Long/Short Equity ETF position peaked at $16K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2024, filed 2 Oct 2024.