Optivise Advisory Services’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	$273K	Sell	4,122 -1	-0%	-$66	0.14%	147
2025 Q1	$264K	Sell	4,123 -13,862	-77%	-$888K	0.15%	145
2024 Q4	$1.18M	Sell	17,985 -246	-1%	-$16.2K	0.64%	40
2024 Q3	$1.16M	Buy	18,231 +44	+0.2%	+$2.79K	0.61%	43
2024 Q2	$1.14M	Buy	+18,187	New	+$1.14M	0.61%	43