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Winslow Evans & Crocker’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Winslow Evans & Crocker’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
Q1 		– Sell
-80
Closed -$2.76K – 1252
2016
Q4 		$2.76K Hold
80
– – ﹤0.01% 1112
2016
Q3 		$2.65K Sell
80
-60
-43% -$1.97K ﹤0.01% 1154
2016
Q2 		$4.46K Sell
140
-120
-46% -$3.81K ﹤0.01% 1060
2016
Q1 		$8.32K Hold
260
– – ﹤0.01% 919
2015
Q4 		$8.51K Buy
+260
New +$8.49K ﹤0.01% 946

Other funds holding FTLS

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Winslow Evans & Crocker's FTLS Position: Q1 2017 in Review

Winslow Evans & Crocker sold out of First Trust Long/Short Equity ETF (FTLS) in Q1 2017, closing a stake of 80 shares — an estimated $2.76K sold.

Winslow Evans & Crocker first reported a position in FTLS in Q4 2015 and held it in 5 quarters. The position peaked at $8.51K in Q4 2015. 37 funds tracked by Wall St. Rank hold FTLS as of Q1 2017.

  • Winslow Evans & Crocker reported no remaining First Trust Long/Short Equity ETF position as of Q1 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 80 First Trust Long/Short Equity ETF shares in Q1 2017, an estimated $2.76K.
  • Winslow Evans & Crocker first reported a position in First Trust Long/Short Equity ETF in Q4 2015 and held it in 5 quarters.
  • Winslow Evans & Crocker's First Trust Long/Short Equity ETF position peaked at $8.51K in Q4 2015.
  • 37 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q1 2017.

Based on Winslow Evans & Crocker's 13F filing for Q1 2017, filed 14 Apr 2017.