Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
447K+ 727.95% |
$30.3M - $32.1M
|
508K
$36M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
205KNew |
$13.9M - $14.7M
|
205K
$14.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Center For Asset Management LLC
|
BUY
|
- |
41.8KNew |
$2.84M - $3.01M
|
41.8K
$2.96M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.4K+ 6.06% |
$708K - $749K
|
182K
$12.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.86K+ 54.53% |
$602K - $638K
|
25.1K
$1.78M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 5751.06% |
$551K - $584K
|
8.25K
$585K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.65KNew |
$452K - $479K
|
6.65K
$472K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.27K+ 5.02% |
$222K - $235K
|
68.5K
$4.86M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.23KNew |
$219K - $232K
|
3.23K
$229K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.91K+ 2.54% |
$198K - $210K
|
118K
$8.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.86K+ 8.65% |
$194K - $206K
|
35.9K
$2.55M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.64K+ 12.35% |
$180K - $190K
|
24.1K
$1.71M
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.23K+ 13.43% |
$83.4K - $88.4K
|
10.4K
$736K
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.06K+ 0.81% |
$72.2K - $76.4K
|
133K
$9.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.05K+ 5.42% |
$71K - $75.2K
|
20.3K
$1.44M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
834+ 8.08% |
$56.7K - $60K
|
11.2K
$791K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
645+ 5.0% |
$43.8K - $46.4K
|
13.5K
$960K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
465+ 0.5% |
$31.6K - $33.5K
|
93.6K
$6.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
451+ 11.24% |
$30.6K - $32.5K
|
4.46K
$317K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
440+ 4.61% |
$29.9K - $31.7K
|
9.99K
$709K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
392+ 1.99% |
$26.6K - $28.2K
|
20.1K
$1.43M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
348+ 1.47% |
$23.6K - $25K
|
24K
$1.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
272+ 0.91% |
$18.5K - $19.6K
|
30.1K
$2.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
259+ 1.99% |
$17.6K - $18.6K
|
13.3K
$944K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
105+ 14.15% |
$7.13K - $7.56K
|
847
$60.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
75New |
$5.1K - $5.4K
|
75
$5.32K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27+ 0.35% |
$1.83K - $1.94K
|
7.83K
$555K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
27+ 0.27% |
$1.83K - $1.94K
|
10K
$712K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$67.9 - $72
|
26K
$1.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1+ 0.03% |
$67.9 - $72
|
2.92K
$207K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10- 0.74% |
$679 - $720
|
1.35K
$95.6K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-124- 1.27% |
$8.42K - $8.92K
|
9.61K
$682K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-239- 1.32% |
$16.2K - $17.2K
|
17.8K
$1.26M
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-314- 3.09% |
$21.3K - $22.6K
|
9.85K
$699K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-439- 1.9% |
$29.8K - $31.6K
|
22.6K
$1.61M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-551- 0.47% |
$37.4K - $39.6K
|
117K
$8.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.41K- 2.67% |
$95.7K - $101K
|
51.3K
$3.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.42K- 2.09% |
$96.3K - $102K
|
66.5K
$4.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.79K- 24.16% |
$122K - $129K
|
5.63K
$400K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.81K- 45.13% |
$191K - $202K
|
3.41K
$242K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.85K- 49.07% |
$194K - $205K
|
2.96K
$210K
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-3.66K- 24.31% |
$249K - $264K
|
11.4K
$809K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-3.86K- 23.76% |
$262K - $278K
|
12.4K
$878K
|
|