Rehmann Capital Advisory Group’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Rehmann Capital Advisory 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
2021 Q1	–	Sell	-52,840	Closed	-$2.31M	–	522
2020 Q4	$2.31M	Buy	52,840 +3,933	+8%	+$170K	0.26%	70
2020 Q3	$2.08M	Buy	48,907 +6,647	+16%	+$284K	0.26%	71
2020 Q2	$1.73M	Buy	+42,260	New	+$1.69M	0.24%	84

Other funds holding FTLS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

NNP

Nachman Norwood & Parrott Greenville, South Carolina $984M AUM 33.8% 1-Year Est. Return

Rehmann Capital Advisory Group's FTLS Position: Q1 2021 in Review

Rehmann Capital Advisory Group sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2021, closing a stake of 52,840 shares — an estimated $2.31M sold.

Rehmann Capital Advisory Group first reported a position in FTLS in Q2 2020 and held it in 3 quarters. The position peaked at $2.31M in Q4 2020. 66 funds tracked by Wall St. Rank hold FTLS as of Q1 2021.

Rehmann Capital Advisory Group reported no remaining First Trust Long/Short Equity ETF position as of Q1 2021 after selling out during the quarter.
Rehmann Capital Advisory Group sold 52,840 First Trust Long/Short Equity ETF shares in Q1 2021, an estimated $2.31M.
Rehmann Capital Advisory Group first reported a position in First Trust Long/Short Equity ETF in Q2 2020 and held it in 3 quarters.
Rehmann Capital Advisory Group's First Trust Long/Short Equity ETF position peaked at $2.31M in Q4 2020.
66 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2021.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2021, filed 26 May 2021.