A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 102,707 shares of FTLS stock, worth $6.44 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares
102,707
Previous 96,153 6.82%
Holding current value
$6.44 Million
Previous $5.41 Billion 17.07%
% of portfolio
4.49%
Previous 4.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$56.11 - $61.66 $367,744 - $404,119
6,554 Added 6.82%
102,707 $6.33 Billion
Q4 2023

Jan 29, 2024

BUY
$52.19 - $57.01 $5.02 Million - $5.48 Million
96,153 New
96,153 $5.41 Billion

Others Institutions Holding FTLS

About FIRST TR LONG/SHORT EQUITY ETF


  • Ticker FTLS
  • Sector ETFs
  • Industry ETFs
More about FTLS
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