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tru Independence’s First Trust Long/Short Equity ETF FTLS Stock Holding History

tru Independence’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
2020
Q1 		– Sell
-720
Closed -$27K – 771
2019
Q4 		$27K Buy
+720
New +$30.1K ﹤0.01% 447

Other funds holding FTLS

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
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

tru Independence's FTLS Position: Q1 2020 in Review

tru Independence sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2020, closing a stake of 720 shares — an estimated $27K sold.

tru Independence first reported a position in FTLS in Q4 2019 and held it in 1 quarter. The position peaked at $27K in Q4 2019. 75 funds tracked by Wall St. Rank hold FTLS as of Q1 2020.

  • tru Independence reported no remaining First Trust Long/Short Equity ETF position as of Q1 2020 after selling out during the quarter.
  • tru Independence sold 720 First Trust Long/Short Equity ETF shares in Q1 2020, an estimated $27K.
  • tru Independence first reported a position in First Trust Long/Short Equity ETF in Q4 2019 and held it in 1 quarter.
  • tru Independence's First Trust Long/Short Equity ETF position peaked at $27K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2020.

Based on tru Independence's 13F filing for Q1 2020, filed 19 May 2020.