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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
30KNew |
$1.9M - $2.04M
|
30K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.68K+ 52.81% |
$106K - $114K
|
4.85K
$344K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.2KNew |
$75.8K - $81.5K
|
1.2K
$84.8K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.22K+ 2040.0% |
$77.6K - $83.4K
|
1.28K
$91.1K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
655+ 100.77% |
$41.5K - $44.7K
|
1.31K
$92.6K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.47KNew |
$220K - $237K
|
3.47K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.19K+ 0.9% |
$75.2K - $80.8K
|
134K
$9.48M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-690- 14.58% |
$43.8K - $47K
|
4.04K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
484New |
$30.7K - $33K
|
484
$34.3K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2.03K- 29.1% |
$128K - $138K
|
4.94K
$350K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
5.81KNew |
$368K - $396K
|
5.81K
$412K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
55+ 3.76% |
$3.49K - $3.75K
|
1.52K
$108K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
233+ 6.18% |
$14.8K - $15.9K
|
4.01K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
81+ 2.53% |
$5.14K - $5.52K
|
3.29K
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
269+ 5.98% |
$17.1K - $18.3K
|
4.77K
$338K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 27.75% |
$104K - $111K
|
7.53K
$534K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.83KNew |
$623K - $670K
|
9.83K
$697K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
4.08KNew |
$257K - $274K
|
4.08K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
147New |
$9.28K - $9.89K
|
147
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.22KNew |
$203K - $216K
|
3.22K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-5.73K- 17.39% |
$361K - $386K
|
27.2K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
96+ 2.87% |
$6.06K - $6.46K
|
3.45K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
289New |
$18.2K - $19.4K
|
289
$20.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
7.4KNew |
$467K - $498K
|
7.4K
$525K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.76K+ 5.24% |
$111K - $119K
|
35.4K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
453+ 35.61% |
$28.6K - $30.5K
|
1.73K
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.79KNew |
$239K - $255K
|
3.79K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-800- 13.88% |
$50.5K - $53.8K
|
4.96K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.5KNew |
$2.17M - $2.32M
|
34.5K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-974- 4.55% |
$61.5K - $65.5K
|
20.5K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
362New |
$22.8K - $24.4K
|
362
$25.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
789New |
$49.8K - $53.1K
|
789
$56K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.89KNew |
$245K - $262K
|
3.89K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.99K- 4.89% |
$126K - $134K
|
38.8K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.3KNew |
$839K - $895K
|
13.3K
$943K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-510- 13.16% |
$32.2K - $34.3K
|
3.37K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.83K- 28.96% |
$305K - $325K
|
11.8K
$840K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-17.5K- 56.32% |
$1.11M - $1.18M
|
13.6K
$965K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
535New |
$33.8K - $36K
|
535
$38K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
103+ 2.3% |
$6.5K - $6.93K
|
4.59K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-787- 10.69% |
$49.7K - $53K
|
6.58K
$467K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
358New |
$21.7K - $22.8K
|
358
$25.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
307+ 0.51% |
$18.6K - $19.6K
|
60.3K
$4.28M
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
64.7KNew |
$3.93M - $4.13M
|
64.7K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
477+ 2.39% |
$29K - $30.4K
|
20.5K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
40New |
$2.43K - $2.55K
|
40
$2.84K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
286New |
$17.4K - $18.2K
|
286
$20.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-8.01K- 66.42% |
$487K - $511K
|
4.05K
$287K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
32.2KNew |
$1.96M - $2.06M
|
32.2K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 0.63% |
$4.86K - $5.1K
|
12.7K
$903K
|
|