UWS
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Unique Wealth Strategies’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Unique Wealth Strategies’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 		– Sell
-45
Closed -$2.77K – 384
2024
Q2 		$2.77K Buy
+45
New +$2.75K ﹤0.01% 442

Other funds holding FTLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Unique Wealth Strategies's FTLS Position: Q3 2024 in Review

Unique Wealth Strategies sold out of First Trust Long/Short Equity ETF (FTLS) in Q3 2024, closing a stake of 45 shares — an estimated $2.77K sold.

Unique Wealth Strategies first reported a position in FTLS in Q2 2024 and held it in 1 quarter. The position peaked at $2.77K in Q2 2024. 202 funds tracked by Wall St. Rank hold FTLS as of Q3 2024.

  • Unique Wealth Strategies reported no remaining First Trust Long/Short Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 45 First Trust Long/Short Equity ETF shares in Q3 2024, an estimated $2.77K.
  • Unique Wealth Strategies first reported a position in First Trust Long/Short Equity ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's First Trust Long/Short Equity ETF position peaked at $2.77K in Q2 2024.
  • 202 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.