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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.2KNew |
$75.8K - $81.5K
|
1.2K
$84.8K
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.19K+ 0.9% |
$75.2K - $80.8K
|
134K
$9.48M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
655+ 100.77% |
$41.5K - $44.7K
|
1.31K
$92.6K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
484New |
$30.7K - $33K
|
484
$34.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
269+ 5.98% |
$17.1K - $18.3K
|
4.77K
$338K
|
|
|
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 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
55+ 3.76% |
$3.49K - $3.75K
|
1.52K
$108K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.5KNew |
$2.17M - $2.32M
|
34.5K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.3KNew |
$839K - $895K
|
13.3K
$943K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
7.4KNew |
$467K - $498K
|
7.4K
$525K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
4.08KNew |
$257K - $274K
|
4.08K
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.89KNew |
$245K - $262K
|
3.89K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.79KNew |
$239K - $255K
|
3.79K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.22KNew |
$203K - $216K
|
3.22K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.76K+ 5.24% |
$111K - $119K
|
35.4K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
789New |
$49.8K - $53.1K
|
789
$56K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
535New |
$33.8K - $36K
|
535
$38K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
453+ 35.61% |
$28.6K - $30.5K
|
1.73K
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
362New |
$22.8K - $24.4K
|
362
$25.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
289New |
$18.2K - $19.4K
|
289
$20.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
270+ 45.69% |
$17K - $18.2K
|
861
$61.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
147New |
$9.28K - $9.89K
|
147
$10.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
103+ 2.3% |
$6.5K - $6.93K
|
4.59K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
96+ 2.87% |
$6.06K - $6.46K
|
3.45K
$244K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
64.7KNew |
$3.93M - $4.13M
|
64.7K
$4.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.8K+ 24.25% |
$2.05M - $2.16M
|
173K
$12.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
32.2KNew |
$1.96M - $2.06M
|
32.2K
$2.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
551New |
$33.5K - $35.2K
|
551
$39.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
477+ 2.39% |
$29K - $30.4K
|
20.5K
$1.45M
|
|
|
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 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
286New |
$17.4K - $18.2K
|
286
$20.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 0.63% |
$4.86K - $5.1K
|
12.7K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
40New |
$2.43K - $2.55K
|
40
$2.84K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
16New |
$972 - $1.02K
|
16
$1.14K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7.6KNew |
$449K - $480K
|
7.6K
$539K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.13K+ 5.44% |
$67K - $71.7K
|
22K
$1.56M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
357New |
$21.1K - $22.6K
|
357
$25.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
256New |
$15.1K - $16.2K
|
256
$18.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
196+ 288.24% |
$11.6K - $12.4K
|
264
$18.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
45New |
$2.66K - $2.84K
|
45
$3.19K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
21+ 0.59% |
$1.24K - $1.33K
|
3.58K
$254K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.8K+ 52.01% |
$832K - $914K
|
43.3K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 61.67% |
$598K - $657K
|
27.9K
$1.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.23K+ 10.96% |
$237K - $261K
|
42.8K
$3.04M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.38KNew |
$189K - $208K
|
3.38K
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.21K+ 5.04% |
$124K - $136K
|
46.1K
$3.27M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 7.36% |
$106K - $117K
|
27.7K
$1.96M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
825+ 4.13% |
$46.3K - $50.9K
|
20.8K
$1.47M
|
|