Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
596K+ 10.77% |
$37.8M - $40.6M
|
6.13M
$399M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
524K+ 31.49% |
$33.2M - $35.7M
|
2.19M
$143M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
353K+ 18.49% |
$22.4M - $24M
|
2.26M
$147M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
304KNew |
$19.3M - $20.7M
|
304K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
240K+ 344.33% |
$15.2M - $16.3M
|
309K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
209K+ 82.03% |
$13.3M - $14.2M
|
464K
$30.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
196K+ 11.06% |
$12.4M - $13.4M
|
1.97M
$128M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
87.4K+ 58.52% |
$5.54M - $5.96M
|
237K
$15.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
85.3K+ 5015.12% |
$5.41M - $5.81M
|
87K
$5.67M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
79.7K+ 158.48% |
$5.05M - $5.43M
|
130K
$8.47M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
73K+ 435.01% |
$4.63M - $4.98M
|
89.8K
$5.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
72KNew |
$4.57M - $4.91M
|
72K
$4.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
71K+ 103.37% |
$4.5M - $4.84M
|
140K
$9.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
50.5K+ 47.76% |
$3.2M - $3.44M
|
156K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.2K+ 61.27% |
$2.93M - $3.15M
|
122K
$7.93M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.5K+ 8.4% |
$2.88M - $3.1M
|
587K
$38.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.6K+ 151.47% |
$2.76M - $2.97M
|
72.4K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
43K+ 1099.54% |
$2.73M - $2.93M
|
46.9K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.3K+ 64.98% |
$1.92M - $2.07M
|
77K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
30KNew |
$1.9M - $2.04M
|
30K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 15.76% |
$1.89M - $2.03M
|
219K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.2K+ 15.55% |
$1.73M - $1.85M
|
202K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
27.1K+ 60.01% |
$1.72M - $1.85M
|
72.2K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
26.4K+ 179.91% |
$1.67M - $1.8M
|
41K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.5K+ 4.82% |
$1.56M - $1.67M
|
534K
$34.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.3K+ 77.44% |
$1.54M - $1.66M
|
55.7K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
23.8K+ 306.71% |
$1.51M - $1.62M
|
31.5K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
23.4K+ 230.41% |
$1.48M - $1.59M
|
33.5K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.3K+ 198.6% |
$1.48M - $1.59M
|
35.1K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
23KNew |
$1.46M - $1.57M
|
23K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.7K+ 131.08% |
$1.44M - $1.55M
|
40.1K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.4KNew |
$1.35M - $1.46M
|
21.4K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
20.7K+ 9.56% |
$1.31M - $1.41M
|
237K
$15.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.4KNew |
$1.17M - $1.25M
|
18.4K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.6KNew |
$1.11M - $1.2M
|
17.6K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
17.6K+ 32.32% |
$1.11M - $1.2M
|
71.9K
$4.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.1K+ 26.42% |
$1.08M - $1.17M
|
81.8K
$5.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.3K+ 34.98% |
$1.03M - $1.11M
|
62.8K
$4.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.8K+ 50.85% |
$1M - $1.08M
|
46.9K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
15.2K+ 377.53% |
$963K - $1.04M
|
19.2K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.4K+ 1.87% |
$910K - $979K
|
783K
$51M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.2K+ 204.89% |
$898K - $966K
|
21.1K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.5K+ 19.08% |
$855K - $919K
|
84.1K
$5.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.4K+ 14.29% |
$850K - $913K
|
107K
$6.98M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.2KNew |
$835K - $898K
|
13.2K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13K+ 8.51% |
$826K - $888K
|
166K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
12.8KNew |
$814K - $875K
|
12.8K
$836K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.3K+ 25.06% |
$779K - $838K
|
61.3K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12K+ 47.87% |
$761K - $818K
|
37.1K
$2.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.7K+ 25.72% |
$742K - $798K
|
57.2K
$3.73M
|