Heritage Wealth Advisors First Tr Long/Short Equity ETF Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

A detailed history of Heritage Wealth Advisors transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 289 shares of FTLS stock, worth $19,256. This represents 0.0% of its overall portfolio holdings.

Number of Shares

289

Holding current value

$19,256

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$63.1 - $67.29 $18,235 - $19,446	289 New	289 $19,000

Others Institutions Holding FTLS

# of Institutions

246

Shares Held

22M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.53M
Shares

$368 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

1.91M
Shares

$127 Million
0.05% of portfolio
Royal Bank Of Canada Toronto, A6

1.77M
Shares

$118 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.66M
Shares

$111 Million
0.03% of portfolio
Jpmorgan Chase & CO New York, NY

768K
Shares

$51.2 Million
0.0% of portfolio

View Full List

About FIRST TR LONG/SHORT EQUITY ETF

Ticker FTLS
Sector ETFs
Industry ETFs

More about FTLS

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Heritage Wealth Advisors First Tr Long/Short Equity ETF Transaction History