Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
36K+ 204.87% |
$2.16M - $2.39M
|
53.6K
$3.56M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
30.7KNew |
$1.84M - $2.04M
|
30.7K
$2.04M
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
28.5K+ 18.21% |
$1.71M - $1.89M
|
185K
$12.3M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
26.3K+ 32.09% |
$1.58M - $1.74M
|
108K
$7.18M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
24.6K+ 10.37% |
$1.48M - $1.63M
|
262K
$17.4M
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
22.2KNew |
$1.33M - $1.47M
|
22.2K
$1.47M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.63KNew |
$458K - $505K
|
7.63K
$507K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.69K+ 9.58% |
$402K - $443K
|
76.5K
$5.09M
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.66KNew |
$340K - $375K
|
5.66K
$376K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.45K+ 1.29% |
$327K - $361K
|
427K
$28.4M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.31K+ 660.65% |
$319K - $352K
|
6.11K
$406K
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.1K+ 8.12% |
$306K - $338K
|
67.9K
$4.52M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.87K+ 19.69% |
$293K - $323K
|
29.6K
$1.97M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.19KNew |
$192K - $212K
|
3.19K
$212K
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.19KNew |
$192K - $211K
|
3.19K
$212K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.99K+ 22.25% |
$179K - $198K
|
16.4K
$1.09M
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
2.52K+ 12.18% |
$152K - $167K
|
23.2K
$1.55M
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.19K+ 6.08% |
$131K - $145K
|
38.1K
$2.54M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.34K+ 5.6% |
$80.7K - $89K
|
25.3K
$1.68M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 1.35% |
$63.2K - $69.7K
|
79.2K
$5.26M
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
736+ 6.54% |
$44.2K - $48.8K
|
12K
$797K
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
561+ 0.62% |
$33.7K - $37.2K
|
91.7K
$6.1M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
383+ 455.95% |
$23K - $25.4K
|
467
$31.1K
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
296+ 2.34% |
$17.8K - $19.6K
|
13K
$862K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
237New |
$14.2K - $15.7K
|
237
$15.8K
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
233+ 0.19% |
$14K - $15.4K
|
123K
$8.17M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
199+ 21.04% |
$12K - $13.2K
|
1.15K
$76.1K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
189New |
$11.4K - $12.5K
|
189
$12.6K
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
109+ 0.14% |
$6.55K - $7.22K
|
75.6K
$5.03M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
68+ 0.32% |
$4.08K - $4.51K
|
21.6K
$1.44M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22+ 0.12% |
$1.32K - $1.46K
|
18.4K
$1.22M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-11- 1.74% |
$661 - $729
|
623
$41.4K
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-30- 58.82% |
$1.8K - $1.99K
|
21
$1.4K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-49- 0.52% |
$2.94K - $3.25K
|
9.3K
$618K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-103- 0.36% |
$6.19K - $6.83K
|
28.4K
$1.89M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-125- 2.62% |
$7.51K - $8.29K
|
4.65K
$309K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-129- 0.51% |
$7.75K - $8.55K
|
25.3K
$1.68M
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-381- 8.31% |
$22.9K - $25.3K
|
4.2K
$279K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-412- 0.61% |
$24.7K - $27.3K
|
67.5K
$4.49M
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-433- 4.22% |
$26K - $28.7K
|
9.83K
$654K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-537- 2.97% |
$32.3K - $35.6K
|
17.5K
$1.16M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-747- 4.05% |
$44.9K - $49.5K
|
17.7K
$1.18M
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.11K- 11.33% |
$66.4K - $73.3K
|
8.66K
$576K
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.12K- 8.75% |
$67.4K - $74.4K
|
11.7K
$778K
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.12K- 11.31% |
$67.5K - $74.5K
|
8.81K
$586K
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.14K- 3.45% |
$68.4K - $75.5K
|
31.8K
$2.12M
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.33K- 7.43% |
$79.8K - $88K
|
16.6K
$1.1M
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-1.95K- 31.9% |
$117K - $129K
|
4.17K
$277K
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-3.9K- 20.05% |
$234K - $258K
|
15.6K
$1.03M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.62K- 2.42% |
$278K - $306K
|
186K
$12.4M
|