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SignalPoint Asset Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

SignalPoint Asset 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
2024
Q4 		– Sell
-3,525
Closed -$222K – 266
2024
Q3 		$222K Sell
3,525
-2,364
-40% -$148K 0.05% 243
2024
Q2 		$369K Buy
+5,889
New +$360K 0.1% 179

Other funds holding FTLS

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SignalPoint Asset Management's FTLS Position: Q4 2024 in Review

SignalPoint Asset Management sold out of First Trust Long/Short Equity ETF (FTLS) in Q4 2024, closing a stake of 3,525 shares — an estimated $222K sold.

SignalPoint Asset Management first reported a position in FTLS in Q2 2024 and held it in 2 quarters. The position peaked at $369K in Q2 2024. 235 funds tracked by Wall St. Rank hold FTLS as of Q4 2024.

  • SignalPoint Asset Management reported no remaining First Trust Long/Short Equity ETF position as of Q4 2024 after selling out during the quarter.
  • SignalPoint Asset Management sold 3,525 First Trust Long/Short Equity ETF shares in Q4 2024, an estimated $222K.
  • SignalPoint Asset Management first reported a position in First Trust Long/Short Equity ETF in Q2 2024 and held it in 2 quarters.
  • SignalPoint Asset Management's First Trust Long/Short Equity ETF position peaked at $369K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.