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 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4New |
$254 - $273
|
4
$261
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2+ 0.07% |
$127 - $136
|
2.96K
$193K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.28% |
$127 - $136
|
725
$47.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$63.4 - $68.2
|
5.4K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2- 0.02% |
$127 - $136
|
13.1K
$851K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-18- 0.32% |
$1.14K - $1.23K
|
5.62K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-29- 0.41% |
$1.84K - $1.98K
|
7.12K
$464K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-32- 5.85% |
$2.03K - $2.18K
|
515
$33.6K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-131- 2.46% |
$8.31K - $8.93K
|
5.2K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-163- 0.57% |
$10.3K - $11.1K
|
28.5K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-220- 0.91% |
$14K - $15K
|
24K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-262- 4.64% |
$16.6K - $17.9K
|
5.38K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-262- 3.36% |
$16.6K - $17.9K
|
7.53K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-300- 10.76% |
$19K - $20.5K
|
2.49K
$162K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-323- 3.67% |
$20.5K - $22K
|
8.48K
$553K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-346- 1.64% |
$21.9K - $23.6K
|
20.7K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-381- 0.87% |
$24.2K - $26K
|
43.2K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-396- 53.88% |
$25.1K - $27K
|
339
$22.1K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-473- 2.77% |
$30K - $32.2K
|
16.6K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-478- 2.6% |
$30.3K - $32.6K
|
17.9K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-506- 4.59% |
$32.1K - $34.5K
|
10.5K
$685K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-532- 0.26% |
$33.7K - $36.3K
|
203K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-558- 3.62% |
$35.4K - $38K
|
14.9K
$968K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-605- 4.93% |
$38.4K - $41.2K
|
11.7K
$761K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-669- 11.05% |
$42.4K - $45.6K
|
5.38K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-690- 14.58% |
$43.8K - $47K
|
4.04K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-727- 0.95% |
$46.1K - $49.6K
|
75.5K
$4.92M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-829- 4.09% |
$52.6K - $56.5K
|
19.4K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-866- 10.27% |
$54.9K - $59K
|
7.56K
$493K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.02K- 0.81% |
$64.7K - $69.5K
|
124K
$8.09M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.04K- 1.61% |
$66K - $71K
|
63.7K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.09K- 24.36% |
$69.4K - $74.6K
|
3.4K
$221K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.18K- 13.12% |
$74.7K - $80.3K
|
7.8K
$508K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.29K- 6.03% |
$81.6K - $87.7K
|
20.1K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 1.0% |
$94.4K - $101K
|
147K
$9.56M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.76K- 3.35% |
$111K - $120K
|
50.8K
$3.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.76K- 8.9% |
$112K - $120K
|
18.1K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.95K- 5.94% |
$124K - $133K
|
30.9K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2K- 14.99% |
$127K - $137K
|
11.4K
$741K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 2.17% |
$128K - $138K
|
91.1K
$5.94M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2.03K- 29.1% |
$128K - $138K
|
4.94K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.55K- 20.4% |
$161K - $174K
|
9.93K
$647K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.75K- 21.94% |
$174K - $187K
|
9.76K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 10.36% |
$212K - $228K
|
28.9K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.18K- 54.88% |
$265K - $285K
|
3.44K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.29K- 1.01% |
$272K - $292K
|
422K
$27.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.53K- 6.77% |
$287K - $309K
|
62.4K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-4.54K- 7.29% |
$288K - $310K
|
57.8K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.57K- 4.44% |
$290K - $312K
|
98.3K
$6.41M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.69K- 58.95% |
$297K - $319K
|
3.26K
$213K
|