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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-486- 3.13% |
$32K - $34K
|
15.1K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
103+ 1.73% |
$6.78K - $7.2K
|
6.07K
$431K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.63KNew |
$239K - $254K
|
3.63K
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.45K- 36.95% |
$161K - $172K
|
4.19K
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.5K- 19.42% |
$756K - $803K
|
47.7K
$3.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
163New |
$10.7K - $11.4K
|
163
$11.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.99K- 41.47% |
$394K - $419K
|
8.45K
$600K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
495+ 1.73% |
$32.6K - $34.6K
|
29.1K
$2.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-27.4K- 51.09% |
$1.8M - $1.91M
|
26.2K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.32KNew |
$153K - $162K
|
2.32K
$165K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
362New |
$23.8K - $25.3K
|
362
$25.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
15K+ 21.37% |
$986K - $1.05M
|
85.2K
$6.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-650- 35.44% |
$42.8K - $45.5K
|
1.18K
$84K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.19K- 13.73% |
$210K - $223K
|
20.1K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
203KNew |
$13.4M - $14.2M
|
203K
$14.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-384- 2.22% |
$25.3K - $26.9K
|
16.9K
$1.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.38K- 13.71% |
$551K - $586K
|
52.7K
$3.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
861+ 6.46% |
$56.6K - $60.2K
|
14.2K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.63K+ 1.61% |
$107K - $114K
|
103K
$7.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
426+ 0.2% |
$28K - $29.8K
|
216K
$15.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.58K+ 11.21% |
$564K - $600K
|
85.1K
$6.04M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25.7K+ 9.83% |
$1.69M - $1.8M
|
288K
$20.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
8.63K+ 7.02% |
$567K - $603K
|
132K
$9.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.04K+ 19.42% |
$265K - $282K
|
24.8K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-12- 1.93% |
$789 - $839
|
611
$43.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.62K+ 0.95% |
$107K - $114K
|
172K
$12.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.4K+ 21.11% |
$747K - $794K
|
65.1K
$4.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
45.2K+ 66.59% |
$2.98M - $3.16M
|
113K
$8.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
84New |
$5.53K - $5.88K
|
84
$5.96K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 22.23% |
$1.37M - $1.45M
|
114K
$8.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.64K+ 191.6% |
$437K - $464K
|
10.1K
$717K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.62K- 20.33% |
$172K - $183K
|
10.3K
$728K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.83K- 15.22% |
$120K - $128K
|
10.2K
$721K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-59- 7.37% |
$3.88K - $4.13K
|
742
$52.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
405+ 0.73% |
$26.6K - $28.3K
|
55.7K
$3.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-216- 0.6% |
$14.2K - $15.1K
|
35.6K
$2.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.22K+ 9.91% |
$80K - $85.1K
|
13.5K
$957K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-346- 1.88% |
$22.8K - $24.2K
|
18.1K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.79K+ 27.35% |
$315K - $335K
|
22.3K
$1.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
63.7K+ 207.59% |
$4.19M - $4.46M
|
94.5K
$6.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-4.28K- 36.56% |
$282K - $299K
|
7.43K
$527K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-78.2K- 72.36% |
$5.14M - $5.47M
|
29.9K
$2.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.2K- 42.99% |
$804K - $855K
|
16.2K
$1.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.25KNew |
$279K - $297K
|
4.25K
$301K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-182- 2.07% |
$12K - $12.7K
|
8.63K
$612K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.95K+ 5.52% |
$128K - $137K
|
37.3K
$2.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-909- 25.38% |
$59.8K - $63.6K
|
2.67K
$190K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.18K+ 6.38% |
$143K - $152K
|
36.3K
$2.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-987- 11.4% |
$64.9K - $69K
|
7.67K
$544K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-12.3K- 6.62% |
$811K - $862K
|
174K
$12.3M
|
|