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Onyx Bridge Wealth Group’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Onyx Bridge Wealth Group’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
2025
Q1 		– Sell
-13,601
Closed -$895K – 300
2024
Q4 		$895K Sell
13,601
-17,540
-56% -$1.15M 0.13% 107
2024
Q3 		$1.98M Sell
31,141
-622
-2% -$39K 0.3% 67
2024
Q2 		$1.99M Sell
31,763
-1,352
-4% -$82.7K 0.33% 60
2024
Q1 		$1.99M Buy
+33,115
New +$1.96M 0.36% 57
2023
Q1 		– Sell
-7,970
Closed -$391K – 198
2022
Q4 		$391K Buy
+7,970
New +$391K 0.16% 101

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return