Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
836K+ 34.08% |
$46.9M - $51.5M
|
3.29M
$214M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
836K+ 34.08% |
$46.9M - $51.5M
|
3.29M
$214M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
335K+ 37.63% |
$18.8M - $20.7M
|
1.23M
$79.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
285K+ 131.21% |
$16M - $17.6M
|
503K
$32.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
169K+ 391.64% |
$9.46M - $10.4M
|
212K
$13.8M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
146KNew |
$8.21M - $9.02M
|
146K
$9.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
124K+ 69.19% |
$6.95M - $7.64M
|
303K
$19.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
85.6K+ 129.31% |
$4.8M - $5.28M
|
152K
$9.88M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
85.6K+ 46.59% |
$4.8M - $5.28M
|
269K
$17.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.3K+ 33.66% |
$4M - $4.4M
|
283K
$18.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
49.7KNew |
$2.79M - $3.06M
|
49.7K
$3.24M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
48.6KNew |
$2.73M - $2.99M
|
48.6K
$3.16M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
46.9KNew |
$2.63M - $2.89M
|
46.9K
$3.06M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
41.1K+ 177.21% |
$2.31M - $2.53M
|
64.3K
$4.18M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
35.3K+ 229.66% |
$1.98M - $2.18M
|
50.6K
$3.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
33.1KNew |
$1.86M - $2.04M
|
33.1K
$2.16M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.2K+ 56.85% |
$1.81M - $1.99M
|
88.8K
$5.78M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.9K+ 20.77% |
$1.68M - $1.85M
|
174K
$11.3M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
28.8K+ 94.39% |
$1.61M - $1.77M
|
59.3K
$3.86M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
28.3K+ 63.47% |
$1.59M - $1.74M
|
72.8K
$4.74M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
27.5KNew |
$1.54M - $1.69M
|
27.5K
$1.79M
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
20.2K+ 29.57% |
$1.13M - $1.24M
|
88.4K
$5.76M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
17.8K+ 422.91% |
$998K - $1.1M
|
22K
$1.43M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.7KNew |
$991K - $1.09M
|
17.7K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 89.32% |
$868K - $954K
|
32.8K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.8K+ 52.01% |
$832K - $914K
|
43.3K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
14.3K+ 77.01% |
$804K - $884K
|
33K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.3K+ 11.04% |
$747K - $821K
|
134K
$8.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.1KNew |
$737K - $810K
|
13.1K
$855K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.6K+ 222.54% |
$708K - $778K
|
18.3K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11.6K+ 7.75% |
$652K - $716K
|
162K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 119.41% |
$649K - $713K
|
21.2K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5K+ 55.71% |
$643K - $707K
|
32K
$2.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
11K+ 14.13% |
$619K - $681K
|
89.1K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 61.67% |
$598K - $657K
|
27.9K
$1.82M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.04KNew |
$507K - $557K
|
9.04K
$588K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.47K+ 4704.44% |
$475K - $522K
|
8.65K
$563K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.97KNew |
$447K - $491K
|
7.97K
$519K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.65KNew |
$429K - $472K
|
7.65K
$498K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.22K+ 2.84% |
$405K - $445K
|
261K
$17M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
7.2K+ 8.13% |
$404K - $444K
|
95.7K
$6.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
6.55K+ 6.82% |
$368K - $404K
|
103K
$6.69M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.45K+ 171.5% |
$362K - $398K
|
10.2K
$665K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.45KNew |
$362K - $397K
|
6.45K
$420K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.64K+ 37.09% |
$317K - $348K
|
20.9K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
5.12K+ 54.7% |
$287K - $316K
|
14.5K
$943K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.77K+ 57.05% |
$268K - $294K
|
13.1K
$855K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.51KNew |
$253K - $278K
|
4.51K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.49KNew |
$252K - $277K
|
4.49K
$292K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.45KNew |
$249K - $274K
|
4.45K
$289K
|