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

Wintrust Investments’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
2024
Q4 		$113K Buy
1,725
+453
+36% +$29.6K 0.1% 154
2024
Q3 		$80K Sell
1,272
-10,574
-89% -$663K 0.06% 240
2024
Q2 		$741K Buy
11,846
+1,632
+16% +$99.8K 0.06% 235
2024
Q1 		$630K Buy
10,214
+6,452
+172% +$383K 0.06% 249
2023
Q4 		$212K Buy
+3,762
New +$206K 0.02% 418

Other funds holding FTLS

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wintrust Investments's FTLS Position: Q4 2024 in Review

Wintrust Investments increased its First Trust Long/Short Equity ETF (FTLS) stake by 36% in Q4 2024, buying an estimated $29.6K and bringing the position to 1,725 shares worth $113K. The position accounts for 0.1% of the portfolio, ranked #154.

Wintrust Investments first reported a position in FTLS in Q4 2023 and has held it in 5 quarters since. The position peaked at $741K in Q2 2024. 235 funds tracked by Wall St. Rank hold FTLS as of Q4 2024.

  • Wintrust Investments held 1,725 shares of First Trust Long/Short Equity ETF worth $113K as of Q4 2024.
  • Wintrust Investments bought 453 First Trust Long/Short Equity ETF shares in Q4 2024, an estimated $29.6K.
  • First Trust Long/Short Equity ETF made up 0.1% of Wintrust Investments's portfolio in Q4 2024, its #154 holding.
  • Wintrust Investments first reported a position in First Trust Long/Short Equity ETF in Q4 2023 and has held it in 5 quarters since.
  • Wintrust Investments's First Trust Long/Short Equity ETF position peaked at $741K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.