Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-675
| Closed | -$26K | – | 698 |
|
|
2018
Q1 | $26K | Sell |
675
-97
| -13% | -$3.74K | 0.02% | 418 |
|
|
2017
Q4 | $31K | Hold |
772
| – | – | 0.02% | 376 |
|
|
2017
Q3 | $29K | Sell |
772
-235
| -23% | -$8.83K | 0.03% | 341 |
|
|
2017
Q2 | $37K | Sell |
1,007
-690
| -41% | -$25.4K | 0.04% | 294 |
|
|
2017
Q1 | $59K | Buy |
+1,697
| New | +$59K | 0.06% | 205 |
|