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 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.7K+ 24.23% |
$741K - $797K
|
59.9K
$3.91M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
11.3KNew |
$717K - $770K
|
11.3K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11K+ 16.33% |
$700K - $752K
|
78.6K
$5.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11K+ 5.83% |
$698K - $750K
|
200K
$13M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11K+ 17.72% |
$698K - $750K
|
73.1K
$4.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$658K - $708K
|
10.4K
$677K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.3K+ 71.81% |
$656K - $705K
|
24.8K
$1.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.83KNew |
$623K - $670K
|
9.83K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.3KNew |
$590K - $634K
|
9.3K
$606K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.27K+ 32.1% |
$588K - $632K
|
38.1K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
9.19K+ 5.06% |
$583K - $627K
|
191K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
9.11K+ 13.07% |
$578K - $621K
|
78.8K
$5.14M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.1KNew |
$577K - $620K
|
9.1K
$593K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.77K+ 188.81% |
$556K - $598K
|
13.4K
$875K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.65KNew |
$485K - $522K
|
7.65K
$499K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
7.12K+ 9.19% |
$451K - $485K
|
84.6K
$5.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.49K+ 10.99% |
$412K - $442K
|
65.6K
$4.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.16K+ 9.96% |
$390K - $420K
|
67.9K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
5.99K+ 13.76% |
$380K - $408K
|
49.5K
$3.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
5.81KNew |
$368K - $396K
|
5.81K
$379K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.65K+ 5.08% |
$358K - $385K
|
117K
$7.62M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.52K+ 60.81% |
$350K - $376K
|
14.6K
$951K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.5KNew |
$349K - $375K
|
5.5K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.4K+ 23.39% |
$343K - $368K
|
28.5K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
5.19K+ 18.67% |
$329K - $354K
|
33K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.05K+ 24.76% |
$320K - $344K
|
25.4K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.91K+ 6.86% |
$311K - $335K
|
76.5K
$4.98M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.6K+ 96.15% |
$291K - $313K
|
9.37K
$611K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.47KNew |
$284K - $305K
|
4.47K
$292K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.22K+ 23.88% |
$268K - $288K
|
21.9K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.14K+ 8.97% |
$263K - $282K
|
50.3K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
4.06K+ 3.1% |
$257K - $276K
|
135K
$8.8M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.47KNew |
$220K - $237K
|
3.47K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.47KNew |
$220K - $236K
|
3.47K
$226K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.19K+ 13.22% |
$202K - $218K
|
27.3K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.08K+ 4.11% |
$196K - $210K
|
78.1K
$5.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.42K+ 19.57% |
$153K - $165K
|
14.8K
$962K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.4K+ 14.94% |
$152K - $163K
|
18.4K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.16K+ 8.34% |
$137K - $147K
|
28K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.05K+ 22.3% |
$130K - $140K
|
11.3K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.95K+ 53.09% |
$124K - $133K
|
5.62K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.94K+ 5.02% |
$123K - $132K
|
40.6K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.84K+ 14.4% |
$117K - $126K
|
14.6K
$954K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.8K+ 32.58% |
$114K - $123K
|
7.34K
$478K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.7K+ 1.41% |
$108K - $116K
|
123K
$7.99M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.68K+ 52.81% |
$106K - $114K
|
4.85K
$316K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 27.75% |
$104K - $111K
|
7.53K
$491K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.46K+ 8.9% |
$92.7K - $99.6K
|
17.9K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.42K+ 23.43% |
$89.9K - $96.6K
|
7.47K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.41K+ 1053.73% |
$89.5K - $96.3K
|
1.55K
$101K
|