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

WFG 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
2017 Q2	$43K	Hold	1,200	–	–	0.01%	733
2017 Q1	$42K	Buy	1,200 +200	+20%	+$6.96K	0.01%	703
2016 Q4	$35K	Hold	1,000	–	–	0.01%	801
2016 Q3	$33K	Hold	1,000	–	–	0.01%	809
2016 Q2	$32K	Buy	+1,000	New	+$31.8K	0.01%	811

Other funds holding FTLS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WFG Advisors's FTLS Position: Q2 2017 in Review

WFG Advisors held its First Trust Long/Short Equity ETF (FTLS) position steady in Q2 2017 at 1,200 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #733.

WFG Advisors first reported a position in FTLS in Q2 2016 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold FTLS as of Q2 2017.

WFG Advisors held 1,200 shares of First Trust Long/Short Equity ETF worth $43K as of Q2 2017.
WFG Advisors left its First Trust Long/Short Equity ETF share count unchanged in Q2 2017.
First Trust Long/Short Equity ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #733 holding.
WFG Advisors first reported a position in First Trust Long/Short Equity ETF in Q2 2016 and has held it in 5 quarters since.
42 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.