FOCUS Wealth Advisors, LLC FTLS Holdings History
FOCUS Wealth Advisors, LLC's First Trust Long/Short Equity ETF Holding Summary
As of 2025-06-30, FOCUS Wealth Advisors, LLC held 91,696.00 shares of First Trust Long/Short Equity ETF(FTLS), totaling $6.08 Mil. This investment constitutes 3.16% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 0.3% of the outstanding First Trust Long/Short Equity ETF(FTLS) stock.
The initial trade took place in 2022Q3. And since then FOCUS Wealth Advisors, LLC has made 5 purchases of FTLS, at an average price of $50.94, for a total of 102,579.00 shares. In addition, there have been 7 sales at an average price of $55.35 for 10,883.00 shares. Based on historical transaction data and FTLS's current price of $66.40, FOCUS Wealth Advisors, LLC's estimated gain on his FTLS holdings is $1.47 Mil, reflecting a 28.05% gain to date.
FOCUS Wealth Advisors, LLC FTLS ($66.40) Holding Chart
FOCUS Wealth Advisors, LLC FTLS ($66.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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