Philip James Wealth Mangement, LLC First Tr Long/Short Equity ETF Transaction History

Philip James Wealth Mangement, LLC

  • $150 Billion
  • Q2 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 116,001 shares of FTLS stock, worth $7.44 Million. This represents 4.83% of its overall portfolio holdings.

Number of Shares
116,001
Previous 102,707 12.94%
Holding current value
$7.44 Million
Previous $6.33 Billion 14.65%
% of portfolio
4.83%
Previous 4.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$59.06 - $63.19 $785,143 - $840,047
13,294 Added 12.94%
116,001 $7.26 Billion
Q1 2024

Apr 29, 2024
BUY
$56.11 - $61.66 $367,744 - $404,119
6,554 Added 6.82%
102,707 $6.33 Billion
Q4 2023

Jan 29, 2024
BUY
$52.19 - $57.01 $5.02 Million - $5.48 Million
96,153 New
96,153 $5.41 Billion

Others Institutions Holding FTLS

# of Institutions
199
Shares Held
17.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LONG/SHORT EQUITY ETF

FTLS Quotes by TradingView
  • Ticker FTLS
  • Sector ETFs
  • Industry ETFs
More about FTLS
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