Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
97.7KNew |
$6.17M - $6.58M
|
97.7K
$6.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
64K+ 1387.41% |
$4.04M - $4.31M
|
68.7K
$4.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
47.3K+ 44.66% |
$2.98M - $3.18M
|
153K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46.2KNew |
$2.91M - $3.11M
|
46.2K
$3.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.8K+ 85.7% |
$2.57M - $2.74M
|
88.4K
$5.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
27.8KNew |
$1.75M - $1.87M
|
27.8K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.7KNew |
$1.31M - $1.39M
|
20.7K
$1.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
16.4KNew |
$1.04M - $1.1M
|
16.4K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.3KNew |
$839K - $895K
|
13.3K
$899K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.2K+ 16.44% |
$835K - $891K
|
93.8K
$6.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.86K+ 125.94% |
$622K - $663K
|
17.7K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9.69KNew |
$611K - $652K
|
9.69K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.2KNew |
$581K - $619K
|
9.2K
$622K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.89KNew |
$372K - $396K
|
5.89K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.65K+ 13.81% |
$356K - $380K
|
46.5K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.11K+ 7.69% |
$322K - $344K
|
71.6K
$4.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.06K+ 2.76% |
$319K - $341K
|
189K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.01K+ 4.17% |
$316K - $337K
|
125K
$8.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.61K+ 4.32% |
$291K - $310K
|
111K
$7.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.95K+ 29.99% |
$249K - $266K
|
17.1K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.09K+ 6.18% |
$132K - $141K
|
35.9K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.99K+ 23.78% |
$126K - $134K
|
10.4K
$702K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.96K+ 20.24% |
$124K - $132K
|
11.7K
$788K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.51K+ 11.73% |
$95.5K - $102K
|
14.4K
$974K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.1K+ 3.98% |
$69.3K - $73.9K
|
28.7K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
898+ 11.2% |
$56.7K - $60.4K
|
8.92K
$603K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
547New |
$34.5K - $36.8K
|
547
$37K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
535New |
$33.8K - $36K
|
535
$36.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
510+ 2.02% |
$32.2K - $34.3K
|
25.8K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
422+ 4.88% |
$26.6K - $28.4K
|
9.08K
$614K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
353+ 26.21% |
$22.3K - $23.8K
|
1.7K
$115K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
191+ 4.16% |
$12.1K - $12.9K
|
4.78K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
103+ 2.3% |
$6.5K - $6.93K
|
4.59K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17+ 0.19% |
$1.07K - $1.14K
|
8.81K
$595K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 3.85% |
$63.1 - $67.3
|
27
$1.83K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-165- 1.02% |
$10.4K - $11.1K
|
16K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-215- 2.08% |
$13.6K - $14.5K
|
10.1K
$685K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-444- 0.47% |
$28K - $29.9K
|
93.2K
$6.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-510- 13.16% |
$32.2K - $34.3K
|
3.37K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-587- 11.22% |
$37K - $39.5K
|
4.65K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-592- 4.52% |
$37.4K - $39.8K
|
12.5K
$846K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-682- 5.4% |
$43K - $45.9K
|
11.9K
$808K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-699- 2.81% |
$44.1K - $47K
|
24.2K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-714- 16.8% |
$45.1K - $48K
|
3.54K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-787- 10.69% |
$49.7K - $53K
|
6.58K
$445K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-833- 4.28% |
$52.6K - $56.1K
|
18.6K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-965- 2.08% |
$60.9K - $64.9K
|
45.5K
$3.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.28K- 5.91% |
$80.8K - $86.2K
|
20.4K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.47K- 10.71% |
$92.9K - $99.1K
|
12.3K
$830K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.5K- 7.91% |
$94.5K - $101K
|
17.4K
$1.18M
|