Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
475KNew |
$23.1M - $24.8M
|
475K
$32.1M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 13.88% |
$5.47M - $5.86M
|
923K
$62.4M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.2K+ 18.04% |
$4.73M - $5.06M
|
636K
$43M
|
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
53.3KNew |
$2.59M - $2.78M
|
53.3K
$3.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49.6K+ 300.54% |
$2.42M - $2.58M
|
66.2K
$4.47M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
44.4KNew |
$2.16M - $2.31M
|
44.4K
$3M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.3K+ 30.5% |
$1.57M - $1.68M
|
138K
$9.33M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.3K+ 3.16% |
$1.52M - $1.63M
|
1.02M
$69.1M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.33M - $1.42M
|
27.3K
$1.85M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25.4K+ 513.11% |
$1.23M - $1.32M
|
30.3K
$2.05M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24KNew |
$1.17M - $1.25M
|
24K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.5K+ 33.63% |
$995K - $1.07M
|
81.3K
$5.5M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
20.2K+ 4.68% |
$982K - $1.05M
|
452K
$30.5M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
17.4K+ 30.63% |
$846K - $905K
|
74.1K
$5.01M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
16.2K+ 34.69% |
$789K - $845K
|
63K
$4.26M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.77KNew |
$329K - $352K
|
6.77K
$458K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.7KNew |
$326K - $349K
|
6.7K
$453K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.35K+ 47.92% |
$309K - $330K
|
19.6K
$1.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.29KNew |
$306K - $327K
|
6.29K
$425K
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
5.97KNew |
$291K - $311K
|
5.97K
$404K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.2K+ 11.67% |
$253K - $271K
|
49.8K
$3.36M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.19KNew |
$253K - $271K
|
5.19K
$351K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.15K+ 29.44% |
$250K - $268K
|
22.6K
$1.53M
|
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.62KNew |
$225K - $240K
|
4.62K
$312K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.27K+ 4.64% |
$208K - $222K
|
96.3K
$6.51M
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
4.15K+ 26.14% |
$202K - $216K
|
20K
$1.35M
|
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.91K+ 10.49% |
$190K - $204K
|
41.2K
$2.79M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 6.82% |
$183K - $196K
|
59K
$3.99M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.26K+ 74.83% |
$159K - $170K
|
7.61K
$515K
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 5.29% |
$110K - $118K
|
45.1K
$3.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.93K+ 21.97% |
$94.1K - $101K
|
10.7K
$726K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.67K+ 13.75% |
$81.1K - $86.8K
|
13.8K
$932K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.59K+ 6.71% |
$77.4K - $82.9K
|
25.3K
$1.71M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.22K+ 8.87% |
$59.5K - $63.7K
|
15K
$1.01M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 28.68% |
$53.6K - $57.4K
|
4.94K
$334K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
742New |
$36.1K - $38.6K
|
742
$50.2K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
733+ 27.31% |
$35.7K - $38.2K
|
3.42K
$231K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
641+ 6.29% |
$31.2K - $33.4K
|
10.8K
$732K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
607+ 4.91% |
$29.5K - $31.6K
|
13K
$876K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
510+ 9.84% |
$24.8K - $26.6K
|
5.69K
$385K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
450+ 548.78% |
$21.9K - $23.4K
|
532
$36K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
390+ 21.08% |
$19K - $20.3K
|
2.24K
$151K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
371+ 114.15% |
$18.1K - $19.3K
|
696
$47.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
300+ 161.29% |
$14.6K - $15.6K
|
486
$32.9K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
186New |
$9.05K - $9.69K
|
186
$12.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
99+ 0.46% |
$4.82K - $5.16K
|
21.7K
$1.47M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
94+ 1.3% |
$4.57K - $4.9K
|
7.35K
$497K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70New |
$3.41K - $3.65K
|
70
$4.73K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39+ 0.73% |
$1.9K - $2.03K
|
5.39K
$364K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 0.22% |
$681 - $729
|
6.28K
$425K
|