SFP
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Sweet Financial Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Sweet Financial Partners’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
Q3 		$11.3M Sell
177,340
-2,968
-2% -$186K 2.44% 7
2024
Q2 		$11.3M Buy
180,308
+2,385
+1% +$146K 2.58% 5
2024
Q1 		$11M Buy
177,923
+428
+0.2% +$25.4K 2.53% 6
2023
Q4 		$9.99M Sell
177,495
-1,325
-0.7% -$72.4K 2.37% 9
2023
Q3 		$9.5M Buy
178,820
+4,652
+3% +$249K 2.52% 9
2023
Q2 		$9.19M Sell
174,168
-2,265
-1% -$117K 2.41% 9
2023
Q1 		$8.96M Buy
+176,433
New +$8.77M 2.48% 9

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LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return