Purchases and Sales Made in Q3 2025 in First Tr Long/Short Equity ETF (FTLS)
This table provides information about the institutional ownership of First Tr Long/Short Equity ETF (FTLS) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR LONG/SHORT EQUITY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
203KNew |
$13.4M - $14.2M
|
203K
$14.4M
|
|
|
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 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
8.63K+ 7.02% |
$567K - $603K
|
132K
$9.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.58K+ 11.21% |
$564K - $600K
|
85.1K
$6.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.52K+ 1.47% |
$561K - $596K
|
588K
$41.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
8.36K+ 7.02% |
$550K - $584K
|
127K
$9.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
8.34K+ 46.92% |
$549K - $584K
|
26.1K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.92K+ 2.55% |
$521K - $554K
|
319K
$22.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
7.85K+ 10.95% |
$517K - $549K
|
79.6K
$5.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.37K+ 6.85% |
$485K - $516K
|
115K
$8.15M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.03K+ 15.5% |
$463K - $492K
|
52.4K
$3.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.64K+ 191.6% |
$437K - $464K
|
10.1K
$717K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.8K+ 4.97% |
$382K - $406K
|
122K
$8.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.22K+ 20.28% |
$343K - $365K
|
31K
$2.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.17K+ 7.33% |
$340K - $362K
|
75.7K
$5.37M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.98K+ 13.51% |
$327K - $348K
|
41.8K
$2.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.79K+ 27.35% |
$315K - $335K
|
22.3K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.36KNew |
$286K - $305K
|
4.36K
$309K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.25KNew |
$279K - $297K
|
4.25K
$301K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.21K+ 1.92% |
$277K - $294K
|
223K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.13K+ 55.25% |
$272K - $289K
|
11.6K
$824K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.11K+ 7.41% |
$270K - $287K
|
59.6K
$4.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.04K+ 19.42% |
$265K - $282K
|
24.8K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
3.89KNew |
$256K - $272K
|
3.89K
$276K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.84K+ 8734.09% |
$253K - $269K
|
3.89K
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.76K+ 66.48% |
$247K - $263K
|
9.42K
$668K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
3.75K+ 14.14% |
$246K - $262K
|
30.2K
$2.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.7K+ 18.15% |
$243K - $259K
|
24.1K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.69K+ 22.55% |
$243K - $258K
|
20.1K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.63KNew |
$239K - $254K
|
3.63K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.5K+ 6.9% |
$230K - $245K
|
54.3K
$3.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.41K+ 11.5% |
$224K - $238K
|
33K
$2.34M
|
|