Latest Institutional Purchases of First Tr Long/Short Equity ETF (FTLS)
This list provides information on the latest institutional transactions involving First Tr Long/Short Equity ETF (FTLS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
447K+ 727.95% |
$30.3M - $32.1M
|
508K
$36M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
205KNew |
$13.9M - $14.7M
|
205K
$14.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Center For Asset Management LLC
|
BUY
|
- |
41.8KNew |
$2.84M - $3.01M
|
41.8K
$2.96M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.4K+ 6.06% |
$708K - $749K
|
182K
$12.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.86K+ 54.53% |
$602K - $638K
|
25.1K
$1.78M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 5751.06% |
$551K - $584K
|
8.25K
$585K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.65KNew |
$452K - $479K
|
6.65K
$472K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.27K+ 5.02% |
$222K - $235K
|
68.5K
$4.86M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.23KNew |
$219K - $232K
|
3.23K
$229K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.91K+ 2.54% |
$198K - $210K
|
118K
$8.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.86K+ 8.65% |
$194K - $206K
|
35.9K
$2.55M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.64K+ 12.35% |
$180K - $190K
|
24.1K
$1.71M
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.23K+ 13.43% |
$83.4K - $88.4K
|
10.4K
$736K
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.06K+ 0.81% |
$72.2K - $76.4K
|
133K
$9.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.05K+ 5.42% |
$71K - $75.2K
|
20.3K
$1.44M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
834+ 8.08% |
$56.7K - $60K
|
11.2K
$791K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
645+ 5.0% |
$43.8K - $46.4K
|
13.5K
$960K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
465+ 0.5% |
$31.6K - $33.5K
|
93.6K
$6.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
451+ 11.24% |
$30.6K - $32.5K
|
4.46K
$317K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
440+ 4.61% |
$29.9K - $31.7K
|
9.99K
$709K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
392+ 1.99% |
$26.6K - $28.2K
|
20.1K
$1.43M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
348+ 1.47% |
$23.6K - $25K
|
24K
$1.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
272+ 0.91% |
$18.5K - $19.6K
|
30.1K
$2.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
259+ 1.99% |
$17.6K - $18.6K
|
13.3K
$944K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
105+ 14.15% |
$7.13K - $7.56K
|
847
$60.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
75New |
$5.1K - $5.4K
|
75
$5.32K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27+ 0.35% |
$1.83K - $1.94K
|
7.83K
$555K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
27+ 0.27% |
$1.83K - $1.94K
|
10K
$712K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$67.9 - $72
|
26K
$1.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1+ 0.03% |
$67.9 - $72
|
2.92K
$207K
|
|
| Q3 2025 | |||||||
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
109KNew |
$7.16M - $7.62M
|
109K
$7.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
63.7K+ 207.59% |
$4.19M - $4.46M
|
94.5K
$6.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
45.2K+ 66.59% |
$2.98M - $3.16M
|
113K
$8.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35KNew |
$2.3M - $2.45M
|
35K
$2.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34.6KNew |
$2.28M - $2.42M
|
34.6K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.4KNew |
$2.07M - $2.2M
|
31.4K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
29.9K+ 44.63% |
$1.97M - $2.09M
|
96.9K
$6.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
27.2K+ 48.37% |
$1.79M - $1.9M
|
83.4K
$5.91M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25.7K+ 9.83% |
$1.69M - $1.8M
|
288K
$20.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 22.23% |
$1.37M - $1.45M
|
114K
$8.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.1K+ 35.45% |
$1.32M - $1.41M
|
76.9K
$5.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.2K+ 7.16% |
$1.13M - $1.2M
|
257K
$18.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
15K+ 21.37% |
$986K - $1.05M
|
85.2K
$6.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 66.84% |
$974K - $1.04M
|
37K
$2.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
12K+ 26.07% |
$793K - $843K
|
58.3K
$4.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.4K+ 21.11% |
$747K - $794K
|
65.1K
$4.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 4.9% |
$705K - $750K
|
229K
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 75.44% |
$668K - $711K
|
23.6K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.8K+ 12.88% |
$579K - $615K
|
77.1K
$5.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.58K+ 11.21% |
$564K - $600K
|
85.1K
$6.04M
|
|