Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
285+ 5.4% |
$13.3K - $14.6K
|
5.56K
$362K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
275+ 1.25% |
$12.9K - $14.1K
|
22.3K
$1.45M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
272+ 0.4% |
$12.7K - $13.9K
|
68.8K
$4.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
259+ 4.64% |
$12.1K - $13.3K
|
5.84K
$380K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
258+ 0.44% |
$12.1K - $13.2K
|
58.3K
$3.79M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
179+ 0.81% |
$8.38K - $9.17K
|
22.2K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
154+ 1.02% |
$7.21K - $7.89K
|
15.2K
$993K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
136+ 0.21% |
$6.37K - $6.97K
|
64.8K
$4.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
112+ 17.23% |
$5.24K - $5.74K
|
762
$49.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
26New |
$1.22K - $1.33K
|
26
$1.69K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
19+ 5.46% |
$890 - $973
|
367
$23.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$46.8 - $51.2
|
7.04K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$46.8 - $51.2
|
2.57K
$167K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18- 0.16% |
$843 - $922
|
10.9K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-72- 1.11% |
$3.37K - $3.69K
|
6.4K
$416K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-151- 1.65% |
$7.07K - $7.73K
|
9.02K
$587K
|
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-158- 0.36% |
$7.4K - $8.09K
|
43.6K
$2.84M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-226- 5.03% |
$10.6K - $11.6K
|
4.27K
$278K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-268- 4.23% |
$12.6K - $13.7K
|
6.06K
$395K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-463- 2.46% |
$21.7K - $23.7K
|
18.4K
$1.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-518- 6.78% |
$24.3K - $26.5K
|
7.12K
$463K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-687- 10.17% |
$32.2K - $35.2K
|
6.07K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-688- 7.05% |
$32.2K - $35.2K
|
9.07K
$591K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-754- 1.54% |
$35.3K - $38.6K
|
48.1K
$3.13M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-920- 10.23% |
$43.1K - $47.1K
|
8.07K
$525K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-962- 2.06% |
$45.1K - $49.3K
|
45.7K
$2.97M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.02K- 0.36% |
$47.6K - $52K
|
282K
$18.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.08K- 8.25% |
$50.5K - $55.3K
|
12K
$782K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.23K- 2.58% |
$57.5K - $62.9K
|
46.4K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.47K- 22.11% |
$68.9K - $75.3K
|
5.18K
$337K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.96K- 4.09% |
$91.7K - $100K
|
45.9K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.11K- 23.5% |
$98.8K - $108K
|
6.87K
$447K
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-2.41K- 11.39% |
$113K - $123K
|
18.7K
$1.22M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.02K- 6.76% |
$235K - $257K
|
69.2K
$4.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.52K- 83.7% |
$258K - $282K
|
1.07K
$69.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.21K- 50.97% |
$291K - $318K
|
5.97K
$389K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.42K- 3.99% |
$301K - $329K
|
155K
$10.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.75K- 7.49% |
$316K - $346K
|
83.3K
$5.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 70.39% |
$652K - $713K
|
5.85K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16K- 16.81% |
$749K - $819K
|
79.1K
$5.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.2K- 49.08% |
$851K - $930K
|
18.8K
$1.23M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-35.1K- 37.22% |
$1.65M - $1.8M
|
59.3K
$3.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.1K- 26.18% |
$1.69M - $1.85M
|
102K
$6.64M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-86.9K- 18.29% |
$4.07M - $4.45M
|
388K
$25.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-190K- 21.97% |
$8.89M - $9.72M
|
674K
$43.9M
|