Beacon Harbor Wealth Advisors, Inc. First Tr Long/Short Equity ETF Transaction History

Beacon Harbor Wealth Advisors, Inc.

  • $407 Million
  • Q4 2024

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 132,513 shares of FTLS stock, worth $8.95 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
132,513
Previous 124,611 6.34%
Holding current value
$8.95 Million
Previous $7.91 Million 10.25%
% of portfolio
2.14%
Previous 1.88%

Shares

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

Feb 06, 2025
BUY
$63.1 - $67.29 $498,616 - $531,725
7,902 Added 6.34%
132,513 $8.72 Million
Q3 2024

Oct 31, 2024
BUY
$60.73 - $63.8 $233,567 - $245,374
3,846 Added 3.18%
124,611 $7.91 Million
Q2 2024

Aug 09, 2024
BUY
$59.06 - $63.19 $7.13 Million - $7.63 Million
120,765 New
120,765 $7.56 Million

Others Institutions Holding FTLS

# of Institutions
231
Shares Held
20.2M
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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