Wealth Enhancement Advisory Services
FTLS icon

Wealth Enhancement Advisory Services’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$3.71M Sell
52,643
-13,864
-21% -$983K 0.01% 1054
2025
Q4 		$4.74M Sell
66,507
-1,418
-2% -$100K 0.01% 1044
2025
Q3 		$4.74M Buy
67,925
+407
+0.6% +$27.4K 0.01% 979
2025
Q2 		$4.48M Sell
67,518
-412
-0.6% -$26.5K 0.01% 949
2025
Q1 		$4.35M Buy
67,930
+6,155
+10% +$407K 0.01% 884
2024
Q4 		$4.07M Sell
61,775
-1,127
-2% -$73.6K 0.01% 877
2024
Q3 		$3.99M Buy
62,902
+2,278
+4% +$143K 0.01% 802
2024
Q2 		$3.79M Buy
60,624
+48,264
+390% +$2.95M 0.01% 768
2024
Q1 		$762K Sell
12,360
-20,257
-62% -$1.2M ﹤0.01% 1355
2023
Q4 		$1.84M Sell
32,617
-2,841
-8% -$155K 0.01% 930
2023
Q3 		$1.88M Buy
+35,458
New +$1.9M 0.01% 881
2017
Q1 		– Sell
-7,499
Closed -$259K – 154
2016
Q4 		$259K Buy
+7,499
New +$252K 0.03% 138

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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return