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
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.35KNew |
$85.4K - $91.8K
|
1.35K
$87.7K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.22K+ 2040.0% |
$77.6K - $83.4K
|
1.28K
$83.7K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.2KNew |
$75.8K - $81.5K
|
1.2K
$77.9K
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.19K+ 0.9% |
$75.2K - $80.8K
|
134K
$8.71M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.17K+ 8.37% |
$74.1K - $79.6K
|
15.1K
$986K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.13K+ 18.0% |
$71.3K - $76.7K
|
7.37K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.01K+ 17.01% |
$63.9K - $68.7K
|
6.93K
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
870+ 7.46% |
$55.2K - $59.3K
|
12.5K
$817K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
842+ 4.06% |
$53.4K - $57.4K
|
21.6K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
830+ 0.5% |
$52.6K - $56.6K
|
167K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
823+ 15.54% |
$52.2K - $56.1K
|
6.12K
$399K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
803New |
$50.9K - $54.7K
|
803
$52.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
785+ 7.56% |
$49.8K - $53.5K
|
11.2K
$728K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
722+ 6.04% |
$45.8K - $49.2K
|
12.7K
$826K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
695+ 0.19% |
$44.1K - $47.4K
|
370K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
695+ 10.24% |
$44.1K - $47.4K
|
7.48K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
693+ 1.37% |
$44K - $47.2K
|
51.4K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
655+ 100.77% |
$41.5K - $44.7K
|
1.31K
$85.1K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
653+ 5.99% |
$41.4K - $44.5K
|
11.6K
$753K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
647+ 3.71% |
$41K - $44.1K
|
18.1K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
634New |
$40.2K - $43.2K
|
634
$41.3K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
607+ 4.27% |
$38.5K - $41.4K
|
14.8K
$966K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
584+ 13.16% |
$37K - $39.8K
|
5.02K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
576+ 5.95% |
$36.5K - $39.3K
|
10.3K
$669K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
505+ 1202.38% |
$32K - $34.4K
|
547
$35.7K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
484New |
$30.7K - $33K
|
484
$31.5K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
468+ 1462.5% |
$29.7K - $31.9K
|
500
$32.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
468New |
$29.7K - $31.9K
|
468
$30.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
433+ 4.86% |
$27.5K - $29.5K
|
9.35K
$609K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
396+ 13.88% |
$25.1K - $27K
|
3.25K
$212K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
287+ 1.22% |
$18.2K - $19.6K
|
23.7K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
285+ 1.53% |
$18.1K - $19.4K
|
18.9K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
282+ 1.1% |
$17.9K - $19.2K
|
26K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
269+ 5.98% |
$17.1K - $18.3K
|
4.77K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
233+ 6.18% |
$14.8K - $15.9K
|
4.01K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
211+ 4.83% |
$13.4K - $14.4K
|
4.58K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
150+ 1.76% |
$9.51K - $10.2K
|
8.67K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
133New |
$8.43K - $9.07K
|
133
$8.67K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
119+ 3.37% |
$7.55K - $8.11K
|
3.65K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84New |
$5.33K - $5.73K
|
84
$5.48K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
83+ 0.73% |
$5.26K - $5.66K
|
11.4K
$742K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
81+ 2.53% |
$5.14K - $5.52K
|
3.29K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
58+ 0.16% |
$3.68K - $3.95K
|
36K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
55+ 3.76% |
$3.49K - $3.75K
|
1.52K
$98.9K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
44New |
$2.79K - $3K
|
44
$2.87K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
42+ 8.12% |
$2.66K - $2.86K
|
559
$36.4K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
29+ 0.8% |
$1.84K - $1.98K
|
3.67K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24+ 88.89% |
$1.52K - $1.64K
|
51
$3.32K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
18+ 0.34% |
$1.14K - $1.23K
|
5.36K
$349K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
17+ 0.04% |
$1.08K - $1.16K
|
39.5K
$2.58M
|