Purchases and Sales Made in Q3 2023 in First Tr Long/Short Equity ETF (FTLS)

FTLS Quotes by TradingView

This table provides information about the institutional ownership of First Tr Long/Short Equity ETF (FTLS) during Q3 2023. 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 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.78K
+ 15.7%
$92.6K - $96.9K
13.1K $886K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.65K
+ 25.25%
$86K - $90K
8.18K $554K
Nov 07, 2023 Q3 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
1.63K
+ 2.99%
$85.1K - $89K
56.3K $3.81M
Oct 24, 2023 Q3 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
1.48K
+ 4.13%
$77.4K - $81K
37.4K $2.53M
Oct 31, 2023 Q3 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
1.42K
+ 2.09%
$74.1K - $77.5K
69.3K $4.69M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.36K
New
$71K - $74.3K
1.36K $92.2K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.24K
+ 6.21%
$64.6K - $67.6K
21.2K $1.43M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
1.2K
+ 14.73%
$62.4K - $65.2K
9.31K $630K
Oct 12, 2023 Q3 2023
Patten Group, Inc.

BUY
 -
1.13K
+ 5.81%
$58.9K - $61.6K
20.6K $1.39M
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
1.09K
+ 4.72%
$56.9K - $59.5K
24.2K $1.64M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
860
+ 10.39%
$44.8K - $46.9K
9.14K $618K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
711
+ 3.07%
$37.1K - $38.8K
23.9K $1.62M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
489
+ 5.87%
$25.5K - $26.7K
8.83K $597K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
451
+ 3.56%
$23.5K - $24.6K
13.1K $888K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
338
+ 4.88%
$17.6K - $18.4K
7.27K $492K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
307
+ 103.02%
$16K - $16.7K
605 $40.9K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
300
+ 20.73%
$15.6K - $16.4K
1.75K $118K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
283
+ 3.1%
$14.8K - $15.4K
9.41K $636K
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
269
+ 0.43%
$14K - $14.7K
62.4K $4.22M
Oct 24, 2023 Q3 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
264
+ 0.67%
$13.8K - $14.4K
39.8K $2.69M
Dec 05, 2023 Q3 2023
Tap Consulting, LLC

BUY
 -
249
+ 0.83%
$13K - $13.6K
30.3K $2.05M
Nov 13, 2023 Q3 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
130
+ 1.09%
$6.78K - $7.09K
12K $813K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
121
+ 2.86%
$6.31K - $6.6K
4.35K $294K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
117
New
$6.1K - $6.38K
117 $7.92K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
96
New
$5.01K - $5.24K
96 $6.5K
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
75
New
$3.91K - $4.09K
75 $5.07K
Nov 13, 2023 Q3 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
19
+ 0.27%
$991 - $1.04K
7.12K $482K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
15
+ 0.08%
$782 - $818
19.2K $1.3M
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
14
+ 0.58%
$730 - $764
2.41K $163K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
7
+ 0.38%
$365 - $382
1.84K $125K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
3
+ 0.08%
$156 - $164
3.8K $257K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
3
+ 0.04%
$156 - $164
7.67K $519K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
1
+ 0.27%
$52.2 - $54.6
371 $25.1K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-45
- 0.68%
$2.35K - $2.45K
6.56K $444K
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

SELL
 -
-52
- 1.26%
$2.71K - $2.84K
4.09K $277K
Oct 16, 2023 Q3 2023
Minich Mac Gregor Wealth Management, LLC

SELL
 -
-84
- 1.88%
$4.38K - $4.58K
4.4K $297K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-115
- 3.55%
$6K - $6.27K
3.13K $212K
Oct 12, 2023 Q3 2023
Richard W. Paul & Associates, LLC

Novi, MI
SELL
 -
-141
- 7.64%
$7.35K - $7.69K
1.7K $115K
Oct 19, 2023 Q3 2023
Focus Wealth Advisors, LLC

SELL
 -
-150
- 0.19%
$7.82K - $8.18K
77.3K $5.23M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

SELL
 -
-164
- 2.88%
$8.55K - $8.95K
5.53K $374K
Oct 27, 2023 Q3 2023
Brio Consultants, LLC

SELL
 -
-220
- 0.24%
$11.5K - $12K
92.3K $6.25M
Oct 30, 2023 Q3 2023
Capital Planning Advisors, LLC

Sacramento, CA
SELL
 -
-221
- 1.76%
$11.5K - $12.1K
12.3K $833K
Nov 06, 2023 Q3 2023
Anfield Capital Management, LLC

Newport Beach, CA
SELL
 -
-474
- 1.02%
$24.7K - $25.9K
45.8K $3.1M
Nov 17, 2023 Q3 2023
Old National Bancorp

SELL
 -
-818
- 2.75%
$42.7K - $44.6K
28.9K $1.96M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

SELL
 -
-965
- 3.53%
$50.3K - $52.6K
26.4K $1.78M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-1.22K
- 18.66%
$63.8K - $66.8K
5.34K $361K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1.66K
- 96.69%
$86.8K - $90.8K
57 $3.86K
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-1.73K
- 98.8%
$90.2K - $94.3K
21 $1.42K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

SELL
 -
-1.93K
- 10.93%
$101K - $105K
15.8K $1.07M

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