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

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 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 12,509 shares of FTLS stock, worth $844,232. This represents 0.38% of its overall portfolio holdings.

Number of Shares
12,509
Previous 13,101 4.52%
Holding current value
$844,232
Previous $832 Million 1.0%
% of portfolio
0.38%
Previous 0.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$63.1 - $67.29 $37,355 - $39,835
-592 Reduced 4.52%
12,509 $823 Million
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
225
Shares Held
19.7M
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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