Y.D. More Investments’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Y.D. More 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	–	Sell	-600	Closed	-$38.1K	–	466
2024 Q3	$38.1K	Hold	600	–	–	﹤0.01%	303
2024 Q2	$37.6K	Hold	600	–	–	﹤0.01%	315
2024 Q1	$37K	Hold	600	–	–	0.01%	256
2023 Q4	$33.8K	Hold	600	–	–	0.01%	271
2023 Q3	$31.9K	Hold	600	–	–	0.01%	265
2023 Q2	$31.7K	Hold	600	–	–	0.01%	244
2023 Q1	$30.5K	Buy	+600	New	+$29.8K	0.01%	252

Other funds holding FTLS

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Y.D. More Investments's FTLS Position: Q4 2024 in Review

Y.D. More Investments sold out of First Trust Long/Short Equity ETF (FTLS) in Q4 2024, closing a stake of 600 shares — an estimated $38.1K sold.

Y.D. More Investments first reported a position in FTLS in Q1 2023 and held it in 7 quarters. The position peaked at $38.1K in Q3 2024. 235 funds tracked by Wall St. Rank hold FTLS as of Q4 2024.

Y.D. More Investments reported no remaining First Trust Long/Short Equity ETF position as of Q4 2024 after selling out during the quarter.
Y.D. More Investments sold 600 First Trust Long/Short Equity ETF shares in Q4 2024, an estimated $38.1K.
Y.D. More Investments first reported a position in First Trust Long/Short Equity ETF in Q1 2023 and held it in 7 quarters.
Y.D. More Investments's First Trust Long/Short Equity ETF position peaked at $38.1K in Q3 2024.
235 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q4 2024.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.