Latest Institutional Transactions on First Tr Long/Short Equity ETF (FTLS)
This table provides information on the latest institutional transactions involving First Tr Long/Short Equity ETF (FTLS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
260+ 2.42% |
$16.4K - $17.5K
|
11K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134New |
$8.46K - $9.02K
|
134
$8.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.49K+ 48.55% |
$346K - $369K
|
16.8K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5K- 78.34% |
$724K - $772K
|
3.17K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.19K- 11.5% |
$264K - $282K
|
32.2K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.7K- 8.56% |
$1.12M - $1.19M
|
189K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.81K+ 25.21% |
$367K - $391K
|
28.9K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
470+ 11.85% |
$29.7K - $31.6K
|
4.44K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
171+ 2.24% |
$10.8K - $11.5K
|
7.79K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-5.73K- 17.39% |
$361K - $386K
|
27.2K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
33.2K+ 195.02% |
$2.1M - $2.24M
|
50.3K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.17K- 3.2% |
$74.1K - $79K
|
35.5K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
828K+ 17.61% |
$52.2M - $55.7M
|
5.53M
$343M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
5.3KNew |
$334K - $356K
|
5.3K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.22KNew |
$203K - $216K
|
3.22K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.2K+ 2.08% |
$2.28M - $2.44M
|
1.77M
$110M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
194+ 5.63% |
$12.2K - $13.1K
|
3.64K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
473K+ 39.77% |
$29.9M - $31.8M
|
1.66M
$103M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
147New |
$9.28K - $9.89K
|
147
$9.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.25K- 1.42% |
$78.9K - $84.1K
|
86.8K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.94K- 2.3% |
$122K - $130K
|
82.2K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.25KNew |
$394K - $420K
|
6.25K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.79KNew |
$428K - $457K
|
6.79K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.95KNew |
$502K - $535K
|
7.95K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
290+ 4.23% |
$18.3K - $19.5K
|
7.15K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
385+ 1.34% |
$24.3K - $25.9K
|
29.2K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.83K- 11.12% |
$116K - $123K
|
14.7K
$908K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-68.8K- 85.42% |
$4.34M - $4.63M
|
11.7K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.51K- 39.71% |
$221K - $236K
|
5.33K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.3K+ 19.7% |
$145K - $154K
|
14K
$865K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.8K+ 140.59% |
$683K - $728K
|
18.5K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.3KNew |
$779K - $831K
|
12.3K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.5K+ 12.82% |
$3.88M - $4.14M
|
541K
$33.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
96+ 2.87% |
$6.06K - $6.46K
|
3.45K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.8K- 14.46% |
$743K - $792K
|
69.6K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-226K- 96.36% |
$14.3M - $15.2M
|
8.52K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.7K+ 25.44% |
$865K - $922K
|
67.6K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.94K+ 24.72% |
$564K - $602K
|
45.1K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 61.01% |
$132K - $141K
|
5.53K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
23.4KNew |
$1.48M - $1.58M
|
23.4K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 32.43% |
$342K - $365K
|
11.3K
$701K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 17.57% |
$649K - $692K
|
48.2K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
270+ 45.69% |
$17K - $18.2K
|
861
$53.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.63K+ 10.42% |
$292K - $311K
|
49K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.93K- 4.57% |
$311K - $332K
|
103K
$6.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
344K+ 81.24% |
$21.7M - $23.2M
|
768K
$47.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-40- 0.74% |
$2.52K - $2.69K
|
5.34K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
773+ 7.63% |
$48.8K - $52K
|
10.9K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651+ 775.0% |
$41.1K - $43.8K
|
735
$45.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.2K- 4.89% |
$1.65M - $1.76M
|
510K
$31.6M
|