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 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.07K+ 3.52% |
$67.4K - $71.9K
|
31.4K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
946New |
$59.7K - $63.7K
|
946
$63K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
898+ 11.2% |
$56.7K - $60.4K
|
8.92K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
839+ 16.09% |
$52.9K - $56.5K
|
6.05K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
789New |
$49.8K - $53.1K
|
789
$52.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
782+ 0.65% |
$49.3K - $52.6K
|
121K
$8.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
773+ 7.63% |
$48.8K - $52K
|
10.9K
$726K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
771+ 38.21% |
$48.7K - $51.9K
|
2.79K
$186K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
746+ 35.39% |
$47.1K - $50.2K
|
2.85K
$190K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
723+ 3.51% |
$45.6K - $48.7K
|
21.3K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
704+ 2.19% |
$44.4K - $47.4K
|
32.9K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651+ 775.0% |
$41.1K - $43.8K
|
735
$49K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
547New |
$34.5K - $36.8K
|
547
$36.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
535New |
$33.8K - $36K
|
535
$35.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
517New |
$32.6K - $34.8K
|
517
$34.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
510+ 2.02% |
$32.2K - $34.3K
|
25.8K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
470+ 11.85% |
$29.7K - $31.6K
|
4.44K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
453+ 35.61% |
$28.6K - $30.5K
|
1.73K
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
422+ 4.88% |
$26.6K - $28.4K
|
9.08K
$605K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
407+ 4.75% |
$25.7K - $27.4K
|
8.98K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
385+ 1.34% |
$24.3K - $25.9K
|
29.2K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
362New |
$22.8K - $24.4K
|
362
$24.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
353+ 26.21% |
$22.3K - $23.8K
|
1.7K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
290+ 4.23% |
$18.3K - $19.5K
|
7.15K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
289New |
$18.2K - $19.4K
|
289
$19.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
270+ 45.69% |
$17K - $18.2K
|
861
$57.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
260+ 2.42% |
$16.4K - $17.5K
|
11K
$734K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
231+ 31.91% |
$14.6K - $15.5K
|
955
$63.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
194+ 5.63% |
$12.2K - $13.1K
|
3.64K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
191+ 4.16% |
$12.1K - $12.9K
|
4.78K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
171+ 2.24% |
$10.8K - $11.5K
|
7.79K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
163+ 3.53% |
$10.3K - $11K
|
4.78K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
147New |
$9.28K - $9.89K
|
147
$9.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134New |
$8.46K - $9.02K
|
134
$8.93K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
103+ 2.3% |
$6.5K - $6.93K
|
4.59K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
96+ 2.87% |
$6.06K - $6.46K
|
3.45K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
95+ 2.05% |
$5.99K - $6.39K
|
4.73K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32New |
$2.02K - $2.15K
|
32
$2.13K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17+ 0.19% |
$1.07K - $1.14K
|
8.81K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$63.1 - $67.3
|
5.4K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 3.85% |
$63.1 - $67.3
|
27
$1.8K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
64.7KNew |
$3.93M - $4.13M
|
64.7K
$4.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.8K+ 24.25% |
$2.05M - $2.16M
|
173K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
32.2KNew |
$1.96M - $2.06M
|
32.2K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11KNew |
$668K - $702K
|
11K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.19KNew |
$194K - $203K
|
3.19K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.28K+ 3.76% |
$138K - $145K
|
62.9K
$4.19M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.07K+ 27.87% |
$126K - $132K
|
9.48K
$632K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.18KNew |
$71.9K - $75.5K
|
1.18K
$78.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
551New |
$33.5K - $35.2K
|
551
$36.7K
|
|