Kingswood Wealth Advisors, LLC First Tr Long/Short Equity ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 46,548 shares of FTLS stock, worth $3.03 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
46,548
Previous 40,900 13.81%
Holding current value
$3.03 Million
Previous $2.6 Billion 18.01%
% of portfolio
0.23%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$63.1 - $67.29 $356,388 - $380,053
5,648 Added 13.81%
46,548 $3.06 Billion
Q3 2024

Oct 21, 2024
BUY
$60.73 - $63.8 $2.48 Million - $2.61 Million
40,900 New
40,900 $2.6 Billion

Others Institutions Holding FTLS

# of Institutions
248
Shares Held
22.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LONG/SHORT EQUITY ETF

FTLS Quotes by TradingView
  • Ticker FTLS
  • Sector ETFs
  • Industry ETFs
More about FTLS
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email