MinichMacGregor Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,396
Closed -$234K 104
2023
Q3
$234K Sell
4,396
-84
-2% -$4.47K 0.08% 82
2023
Q2
$236K Sell
4,480
-579
-11% -$30.6K 0.07% 83
2023
Q1
$257K Buy
5,059
+716
+16% +$36.4K 0.09% 80
2022
Q4
$212K Buy
+4,343
New +$212K 0.08% 77