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

WealthOne’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
-135
Closed -$5K – 237
2018
Q4 		$5K Buy
+135
New +$5.18K ﹤0.01% 458

Other funds holding FTLS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
CG
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WealthOne's FTLS Position: Q1 2019 in Review

WealthOne sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2019, closing a stake of 135 shares — an estimated $5K sold.

WealthOne first reported a position in FTLS in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 54 funds tracked by Wall St. Rank hold FTLS as of Q1 2019.

  • WealthOne reported no remaining First Trust Long/Short Equity ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 135 First Trust Long/Short Equity ETF shares in Q1 2019, an estimated $5K.
  • WealthOne first reported a position in First Trust Long/Short Equity ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's First Trust Long/Short Equity ETF position peaked at $5K in Q4 2018.
  • 54 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.