Iams Wealth Management, LLC First Tr Long/Short Equity ETF Transaction History

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 7,671 shares of FTLS stock, worth $544,180. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,671
Previous 8,658 11.4%
Holding current value
$544,180
Previous $574 Million 6.49%
% of portfolio
0.22%
Previous 0.26%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$65.78 - $69.95 $64,924 - $69,040
-987 Reduced 11.4%
7,671 $537 Million
Q2 2025

Jul 14, 2025
SELL
$60.06 - $66.28 $66,426 - $73,305
-1,106 Reduced 11.33%
8,658 $574 Million
Q1 2025

Apr 10, 2025
SELL
$63.42 - $68.17 $174,087 - $187,126
-2,745 Reduced 21.94%
9,764 $626 Million
Q4 2024

Jan 23, 2025
SELL
$63.1 - $67.29 $37,355 - $39,835
-592 Reduced 4.52%
12,509 $823 Million
Q3 2024

Oct 11, 2024
BUY
$60.73 - $63.8 $132,330 - $139,020
2,179 Added 19.95%
13,101 $832 Million
Q2 2024

Aug 05, 2024
BUY
$59.06 - $63.19 $348,276 - $372,631
5,897 Added 117.35%
10,922 $684 Million
Q1 2024

Apr 18, 2024
SELL
$56.11 - $61.66 $3,759 - $4,131
-67 Reduced 1.32%
5,025 $302 Million
Q4 2023

Feb 07, 2024
BUY
$52.19 - $57.01 $265,751 - $290,294
5,092 New
5,092 $286 Million
Q1 2023

Oct 30, 2023
BUY
$48.33 - $50.81 $241,311 - $253,694
4,993 New
4,993 $253 Million

Others Institutions Holding FTLS

# of Institutions
257
Shares Held
23.8M
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 Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, 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 Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email