Mount Yale Investment Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,527
Closed -$482K 1497
2025
Q1
$482K Buy
7,527
+1,635
+28% +$105K 0.04% 330
2024
Q4
$388K Buy
+5,892
New +$388K 0.03% 386