OL
FTLS icon

Owen LaRue’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Owen LaRue’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
-27,216
Closed -$1.79M – 100
2024
Q4 		$1.79M Sell
27,216
-5,729
-17% -$374K 0.94% 28
2024
Q3 		$2.09M Sell
32,945
-4,692
-12% -$294K 1.11% 27
2024
Q2 		$2.36M Buy
37,637
+13,943
+59% +$853K 1.46% 20
2024
Q1 		$1.46M Buy
23,694
+4,000
+20% +$237K 0.91% 27
2023
Q4 		$1.11M Buy
+19,694
New +$1.08M 1.05% 27

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Owen LaRue's FTLS Position: Q1 2025 in Review

Owen LaRue sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2025, closing a stake of 27,216 shares — an estimated $1.79M sold.

Owen LaRue first reported a position in FTLS in Q4 2023 and held it in 5 quarters. The position peaked at $2.36M in Q2 2024. 235 funds tracked by Wall St. Rank hold FTLS as of Q1 2025.

  • Owen LaRue reported no remaining First Trust Long/Short Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Owen LaRue sold 27,216 First Trust Long/Short Equity ETF shares in Q1 2025, an estimated $1.79M.
  • Owen LaRue first reported a position in First Trust Long/Short Equity ETF in Q4 2023 and held it in 5 quarters.
  • Owen LaRue's First Trust Long/Short Equity ETF position peaked at $2.36M in Q2 2024.
  • 235 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2025.

Based on Owen LaRue's 13F filing for Q1 2025, filed 12 May 2025.