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

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 20,454 shares of FTLS stock, worth $1.38 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

20,454

Previous 21,428 4.55%

Holding current value

$1.38 Million

Previous $1.36 Million 1.03%

% of portfolio

0.5%

Previous 0.72%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$63.1 - $67.29 $61,459 - $65,540	-974 Reduced 4.55%	20,454 $1.35 Million
Q3 2024 Nov 12, 2024	BUY	$60.73 - $63.8 $43,604 - $45,808	718 Added 3.47%	21,428 $1.36 Million
Q2 2024 Aug 01, 2024	BUY	$59.06 - $63.19 $52,740 - $56,428	893 Added 4.51%	20,710 $1.3 Million
Q1 2024 May 15, 2024	BUY	$56.11 - $61.66 $111,378 - $122,395	1,985 Added 11.13%	19,817 $1.22 Million
Q4 2023 Feb 12, 2024	SELL	$52.19 - $57.01 $34,341 - $37,512	-658 Reduced 3.56%	17,832 $1 Million
Q3 2023 Nov 13, 2023	BUY	$52.15 - $54.55 $964,253 - $1.01 Million	18,490 New	18,490 $982,000

Others Institutions Holding FTLS

# of Institutions

235

Shares Held

20.5M

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