Wilbanks Smith & Thomas Asset Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018 Q4	–	Sell	-2,185	Closed	-$88K	–	704
2018 Q3	$88K	Buy	+2,185	New	+$87.6K	0.01%	568

Other funds holding FTLS

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

LTFS

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

FCAG

First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FTLS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of First Trust Long/Short Equity ETF (FTLS) in Q4 2018, closing a stake of 2,185 shares — an estimated $88K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FTLS in Q3 2018 and held it in 1 quarter. The position peaked at $88K in Q3 2018. 59 funds tracked by Wall St. Rank hold FTLS as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining First Trust Long/Short Equity ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 2,185 First Trust Long/Short Equity ETF shares in Q4 2018, an estimated $88K.
Wilbanks Smith & Thomas Asset Management first reported a position in First Trust Long/Short Equity ETF in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's First Trust Long/Short Equity ETF position peaked at $88K in Q3 2018.
59 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.