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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
828K+ 17.61% |
$52.2M - $55.7M
|
5.53M
$368M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
473K+ 39.77% |
$29.9M - $31.8M
|
1.66M
$111M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
344K+ 81.24% |
$21.7M - $23.2M
|
768K
$51.2M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
255KNew |
$16.1M - $17.1M
|
255K
$17M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
195K+ 11.36% |
$12.3M - $13.1M
|
1.91M
$127M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
162K+ 827.46% |
$10.2M - $10.9M
|
182K
$12.1M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
153K+ 4297.83% |
$9.64M - $10.3M
|
156K
$10.4M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
73.4K+ 51.27% |
$4.63M - $4.94M
|
217K
$14.4M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
64K+ 1387.41% |
$4.04M - $4.31M
|
68.7K
$4.57M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.5K+ 12.82% |
$3.88M - $4.14M
|
541K
$36.1M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
59.1KNew |
$3.73M - $3.97M
|
59.1K
$3.94M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
47.3K+ 44.66% |
$2.98M - $3.18M
|
153K
$10.2M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46.2KNew |
$2.91M - $3.11M
|
46.2K
$3.08M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42K+ 146.95% |
$2.65M - $2.83M
|
70.6K
$4.71M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.8K+ 85.7% |
$2.57M - $2.74M
|
88.4K
$5.89M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.2K+ 2.08% |
$2.28M - $2.44M
|
1.77M
$118M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.5KNew |
$2.17M - $2.32M
|
34.5K
$2.3M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
33.2K+ 195.02% |
$2.1M - $2.24M
|
50.3K
$3.35M
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
27.8KNew |
$1.75M - $1.87M
|
27.8K
$1.85M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.2K+ 532.62% |
$1.53M - $1.63M
|
28.8K
$1.92M
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
23.4KNew |
$1.48M - $1.58M
|
23.4K
$1.56M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.7KNew |
$1.31M - $1.39M
|
20.7K
$1.38M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18K+ 38.43% |
$1.13M - $1.21M
|
64.7K
$4.31M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
17.6K+ 13.46% |
$1.11M - $1.18M
|
148K
$9.87M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17.1KNew |
$1.08M - $1.15M
|
17.1K
$1.14M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
16.4KNew |
$1.04M - $1.1M
|
16.4K
$1.09M
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
16.1K+ 31.72% |
$1.02M - $1.09M
|
67K
$4.46M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.3K+ 43.0% |
$963K - $1.03M
|
50.7K
$3.38M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.7K+ 25.44% |
$865K - $922K
|
67.6K
$4.5M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.3KNew |
$839K - $895K
|
13.3K
$886K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.2K+ 16.44% |
$835K - $891K
|
93.8K
$6.25M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.1K+ 245.2% |
$825K - $880K
|
18.4K
$1.23M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.3KNew |
$779K - $831K
|
12.3K
$823K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
12.1K+ 109.39% |
$761K - $812K
|
23.1K
$1.54M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 18.2% |
$733K - $782K
|
75.4K
$5.03M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.2K+ 21.04% |
$710K - $757K
|
64.7K
$4.31M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.8K+ 140.59% |
$683K - $728K
|
18.5K
$1.23M
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
10.2K+ 10.66% |
$643K - $685K
|
106K
$7.05M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.86K+ 125.94% |
$622K - $663K
|
17.7K
$1.18M
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9.69KNew |
$611K - $652K
|
9.69K
$646K
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.2KNew |
$581K - $619K
|
9.2K
$613K
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.94K+ 24.72% |
$564K - $602K
|
45.1K
$3.01M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
8.85K+ 135.01% |
$559K - $596K
|
15.4K
$1.03M
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
8.36K+ 13.63% |
$528K - $563K
|
69.7K
$4.64M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.95KNew |
$502K - $535K
|
7.95K
$530K
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
7.9K+ 6.34% |
$499K - $532K
|
133K
$8.83M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.62KNew |
$481K - $513K
|
7.62K
$508K
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
7.59K+ 10.86% |
$479K - $511K
|
77.5K
$5.16M
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
7.4KNew |
$467K - $498K
|
7.4K
$493K
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.17K+ 127.44% |
$452K - $482K
|
12.8K
$852K
|