Purchases and Sales Made in Q2 2023 in First Tr Long/Short Equity ETF (FTLS)
This table provides information about the institutional ownership of First Tr Long/Short Equity ETF (FTLS) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR LONG/SHORT EQUITY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.5K- 4.83% |
$76.2K - $79.1K
|
29.5K
$1.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-1.54K- 2.61% |
$78.1K - $81.1K
|
57.3K
$3.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.62K- 5.11% |
$82.2K - $85.3K
|
30K
$1.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.65K- 17.62% |
$83.9K - $87.2K
|
7.72K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.81K- 57.26% |
$91.8K - $95.3K
|
1.35K
$87.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.85K- 11.28% |
$93.8K - $97.4K
|
14.5K
$943K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-2.27K- 1.28% |
$115K - $120K
|
174K
$11.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.73K- 19.9% |
$139K - $144K
|
11K
$715K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.83K- 17.81% |
$194K - $202K
|
17.7K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.9K- 10.46% |
$198K - $206K
|
33.4K
$2.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.38K- 27.97% |
$223K - $231K
|
11.3K
$733K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-4.64K- 2.9% |
$236K - $245K
|
155K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.7K- 1.51% |
$239K - $248K
|
307K
$20M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.04K- 31.16% |
$256K - $266K
|
11.1K
$724K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-5.17K- 5.29% |
$263K - $273K
|
92.6K
$6.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.45K- 5.93% |
$277K - $288K
|
86.4K
$5.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-6.42K- 7.65% |
$326K - $339K
|
77.4K
$5.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-8.17K- 13.03% |
$415K - $431K
|
54.5K
$3.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.2K- 3.95% |
$824K - $856K
|
394K
$25.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.4K- 22.02% |
$1.04M - $1.08M
|
72.4K
$4.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.5K- 35.5% |
$1.09M - $1.13M
|
39.1K
$2.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-66K- 32.41% |
$3.36M - $3.49M
|
138K
$8.95M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-67.6K- 65.14% |
$3.44M - $3.57M
|
36.2K
$2.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-165K- 90.9% |
$8.41M - $8.73M
|
16.6K
$1.08M
|