Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
97.7KNew |
$6.17M - $6.58M
|
97.7K
$6.51M
|
|
|
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
|