Taylor Wealth Management Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Taylor Wealth Management 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
2019 Q1	–	Sell	-179	Closed	-$7K	–	72
2018 Q4	$7K	Hold	179	–	–	﹤0.01%	96
2018 Q3	$7K	Hold	179	–	–	﹤0.01%	111
2018 Q2	$7K	Hold	179	–	–	﹤0.01%	119
2018 Q1	$7K	Hold	179	–	–	﹤0.01%	113
2017 Q4	$7K	Hold	179	–	–	﹤0.01%	135
2017 Q3	$7K	Hold	179	–	–	﹤0.01%	141
2017 Q2	$6K	Buy	+179	New	+$6.37K	﹤0.01%	143

Other funds holding FTLS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Taylor Wealth Management Partners's FTLS Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2019, closing a stake of 179 shares — an estimated $7K sold.

Taylor Wealth Management Partners first reported a position in FTLS in Q2 2017 and held it in 7 quarters. The position peaked at $7K in Q4 2018. 54 funds tracked by Wall St. Rank hold FTLS as of Q1 2019.

Taylor Wealth Management Partners reported no remaining First Trust Long/Short Equity ETF position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 179 First Trust Long/Short Equity ETF shares in Q1 2019, an estimated $7K.
Taylor Wealth Management Partners first reported a position in First Trust Long/Short Equity ETF in Q2 2017 and held it in 7 quarters.
Taylor Wealth Management Partners's First Trust Long/Short Equity ETF position peaked at $7K in Q4 2018.
54 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.