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Simplicity Solutions’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Simplicity Solutions’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
2018
Q4 		– Sell
-6,220
Closed -$252K – 675
2018
Q3 		$252K Buy
+6,220
New +$249K 0.01% 448

Other funds holding FTLS

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Simplicity Solutions's FTLS Position: Q4 2018 in Review

Simplicity Solutions sold out of First Trust Long/Short Equity ETF (FTLS) in Q4 2018, closing a stake of 6,220 shares — an estimated $252K sold.

Simplicity Solutions first reported a position in FTLS in Q3 2018 and held it in 1 quarter. The position peaked at $252K in Q3 2018. 59 funds tracked by Wall St. Rank hold FTLS as of Q4 2018.

  • Simplicity Solutions reported no remaining First Trust Long/Short Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Simplicity Solutions sold 6,220 First Trust Long/Short Equity ETF shares in Q4 2018, an estimated $252K.
  • Simplicity Solutions first reported a position in First Trust Long/Short Equity ETF in Q3 2018 and held it in 1 quarter.
  • Simplicity Solutions's First Trust Long/Short Equity ETF position peaked at $252K in Q3 2018.
  • 59 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2018.

Based on Simplicity Solutions's 13F filing for Q4 2018, filed 13 Feb 2019.