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 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.5K- 7.91% |
$94.5K - $101K
|
17.4K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.99K- 4.89% |
$126K - $134K
|
38.8K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-2.64K- 2.86% |
$167K - $178K
|
89.7K
$6.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.75K- 1.27% |
$300K - $320K
|
369K
$25M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.83K- 28.96% |
$305K - $325K
|
11.8K
$801K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.08K- 20.4% |
$320K - $342K
|
19.8K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-10.2K- 59.5% |
$645K - $688K
|
6.96K
$471K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-17.5K- 56.32% |
$1.11M - $1.18M
|
13.6K
$920K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-30.7K- 60.22% |
$1.94M - $2.07M
|
20.3K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-163K- 52.13% |
$10.3M - $10.9M
|
149K
$10.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-305K- 98.18% |
$19.2M - $20.5M
|
5.64K
$382K
|