A detailed history of Avaii Wealth Management, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 7,427 shares of FTLS stock, worth $526,871. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,427
Previous 11,707 36.56%
Holding current value
$526,871
Previous $775,000 33.03%
% of portfolio
0.23%
Previous 0.4%

Shares

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

Oct 20, 2025

SELL
$65.78 - $69.95 $281,538 - $299,386
-4,280 Reduced 36.56%
7,427 $519,000
Q2 2025

Jul 15, 2025

SELL
$60.06 - $66.28 $67,387 - $74,366
-1,122 Reduced 8.75%
11,707 $775,000
Q1 2025

Apr 16, 2025

BUY
$63.42 - $68.17 $813,615 - $874,552
12,829 New
12,829 $822,000

Others Institutions Holding FTLS

About FIRST TR LONG/SHORT EQUITY ETF


  • Ticker FTLS
  • Sector ETFs
  • Industry ETFs
More about FTLS
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

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

News

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