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PFG Private Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

PFG Private Wealth Management’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
2023
Q1 		– Sell
-17
Closed -$1K – 325
2022
Q4 		$1K Buy
+17
New +$835 ﹤0.01% 314

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
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FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PFG Private Wealth Management's FTLS Position: Q1 2023 in Review

PFG Private Wealth Management sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2023, closing a stake of 17 shares — an estimated $1K sold.

PFG Private Wealth Management first reported a position in FTLS in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 122 funds tracked by Wall St. Rank hold FTLS as of Q1 2023.

  • PFG Private Wealth Management reported no remaining First Trust Long/Short Equity ETF position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 17 First Trust Long/Short Equity ETF shares in Q1 2023, an estimated $1K.
  • PFG Private Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q4 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's First Trust Long/Short Equity ETF position peaked at $1K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.