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

Iams Wealth Management, LLC

$204 Billion
Q3 2024

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 13,101 shares of FTLS stock, worth $836,105. This represents 0.41% of its overall portfolio holdings.

Number of Shares

13,101

Previous 10,922 19.95%

Holding current value

$836,105

Previous $684 Million 21.64%

% of portfolio

0.41%

Previous 0.37%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

198

Shares Held

17.6M

Call Options Held

Put Options Held

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About FIRST TR LONG/SHORT EQUITY ETF

Ticker FTLS
Sector ETFs
Industry ETFs

More about FTLS

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