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

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

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 113,163 shares of FTLS stock, worth $8.03 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

113,163

Previous 67,929 66.59%

Holding current value

$8.03 Million

Previous $4.5 Billion 75.81%

% of portfolio

0.48%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$65.78 - $69.95 $2.98 Million - $3.16 Million	45,234 Added 66.59%	113,163 $7.92 Billion
Q2 2025 Jul 23, 2025	BUY	$60.06 - $66.28 $306,306 - $338,028	5,100 Added 8.12%	67,929 $4.5 Billion
Q1 2025 Jul 25, 2025	SELL	$63.42 - $68.17 $323,442 - $347,667	-5,100 Reduced 7.51%	62,829 $4.03 Billion
Q1 2025 Apr 21, 2025	BUY	$63.42 - $68.17 $1.03 Million - $1.11 Million	16,281 Added 34.98%	62,829 $4.03 Billion
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

259

Shares Held

24.1M

Call Options Held

Put Options Held

View Full List

About FIRST TR LONG/SHORT EQUITY ETF

Ticker FTLS
Sector ETFs
Industry ETFs

More about FTLS

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