Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023

BUY
$46.95 - $51.01 $35,775 - $38,869
762 Added 100.0%
1,524 $74,000
Q3 2022

Nov 14, 2022

BUY
$46.83 - $51.22 $5,244 - $5,736
112 Added 17.23%
762 $36,000
Q2 2022

Aug 15, 2022

BUY
$47.5 - $51.85 $30,875 - $33,702
650 New
650 $31,000

Others Institutions Holding FTLS

About FIRST TR LONG/SHORT EQUITY ETF


  • Ticker FTLS
  • Sector ETFs
  • Industry ETFs
More about FTLS
Track This Portfolio

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.