Beacon Harbor Wealth Advisors, Inc. First Tr Long/Short Equity ETF Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $422 Million
- Q1 2025
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 133,699 shares of FTLS stock, worth $8.83 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
133,699
Previous 132,513
0.9%
Holding current value
$8.83 Million
Previous $8.72 Million
1.75%
% of portfolio
2.03%
Previous 2.14%
Shares
4 transactions
Others Institutions Holding FTLS
# of Institutions
257Shares Held
25.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.13MShares$404 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.26MShares$149 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.19MShares$144 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A61.97MShares$130 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY783KShares$51.7 Million0.0% of portfolio