Castleview Partners, LLC First Tr Long/Short Equity ETF Transaction History

Castleview Partners, LLC

$146 Million
Q1 2024

A detailed history of Castleview Partners, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Castleview Partners, LLC holds 82 shares of FTLS stock, worth $5,184. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,184

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$56.11 - $61.66 $4,601 - $5,056	82 New	82 $5,000

Others Institutions Holding FTLS

# of Institutions

174

Shares Held

13.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.29M
Shares

$208 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.64M
Shares

$104 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.23M
Shares

$77.6 Million
0.04% of portfolio
Envestnet Asset Management Inc

503K
Shares

$31.8 Million
0.01% of portfolio
Truist Financial Corp

380K
Shares

$24 Million
0.04% of portfolio

View Full List

About FIRST TR LONG/SHORT EQUITY ETF

Ticker FTLS
Sector ETFs
Industry ETFs

More about FTLS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.

Account

Castleview Partners, LLC First Tr Long/Short Equity ETF Transaction History