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Walkner Condon Financial Advisors’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Walkner Condon Financial Advisors’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
-4,985
Closed -$213K – 58
2019
Q4 		$213K Buy
+4,985
New +$208K 0.21% 68

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WP
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PAG
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LPL Financial
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Truist Financial
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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

Walkner Condon Financial Advisors's FTLS Position: Q1 2020 in Review

Walkner Condon Financial Advisors sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2020, closing a stake of 4,985 shares — an estimated $213K sold.

Walkner Condon Financial Advisors first reported a position in FTLS in Q4 2019 and held it in 1 quarter. The position peaked at $213K in Q4 2019. 75 funds tracked by Wall St. Rank hold FTLS as of Q1 2020.

  • Walkner Condon Financial Advisors reported no remaining First Trust Long/Short Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 4,985 First Trust Long/Short Equity ETF shares in Q1 2020, an estimated $213K.
  • Walkner Condon Financial Advisors first reported a position in First Trust Long/Short Equity ETF in Q4 2019 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's First Trust Long/Short Equity ETF position peaked at $213K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2020.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2020, filed 26 Aug 2020.