Wilbanks Smith & Thomas Asset Management LLC First Tr Long/Short Equity ETF Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$35.84 - $40.47 $78,310 - $88,426	-2,185 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$38.87 - $40.8 $84,930 - $89,148	2,185 New	2,185 $88,000

Others Institutions Holding FTLS

# of Institutions

214

Shares Held

19.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.7M
Shares

$313 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.74M
Shares

$116 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.71M
Shares

$114 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.19M
Shares

$79.3 Million
0.02% of portfolio
Envestnet Asset Management Inc

536K
Shares

$35.7 Million
0.01% of portfolio

View Full List

About FIRST TR LONG/SHORT EQUITY ETF

Ticker FTLS
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