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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.46KNew |
$92.3K - $98.4K
|
1.46K
$95.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
1.3K+ 1.0% |
$81.7K - $87.1K
|
131K
$8.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.1K+ 3.98% |
$69.3K - $73.9K
|
28.7K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.07K+ 3.52% |
$67.4K - $71.9K
|
31.4K
$2.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
946New |
$59.7K - $63.7K
|
946
$61.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
898+ 11.2% |
$56.7K - $60.4K
|
8.92K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
839+ 16.09% |
$52.9K - $56.5K
|
6.05K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
789New |
$49.8K - $53.1K
|
789
$51.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
782+ 0.65% |
$49.3K - $52.6K
|
121K
$7.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
773+ 7.63% |
$48.8K - $52K
|
10.9K
$708K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
771+ 38.21% |
$48.7K - $51.9K
|
2.79K
$181K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
746+ 35.39% |
$47.1K - $50.2K
|
2.85K
$185K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
723+ 3.51% |
$45.6K - $48.7K
|
21.3K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
704+ 2.19% |
$44.4K - $47.4K
|
32.9K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651+ 775.0% |
$41.1K - $43.8K
|
735
$47.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
547New |
$34.5K - $36.8K
|
547
$35.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
535New |
$33.8K - $36K
|
535
$34.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
517New |
$32.6K - $34.8K
|
517
$33.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
510+ 2.02% |
$32.2K - $34.3K
|
25.8K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
470+ 11.85% |
$29.7K - $31.6K
|
4.44K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
453+ 35.61% |
$28.6K - $30.5K
|
1.73K
$112K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
448+ 1.49% |
$28.3K - $30.1K
|
30.4K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
422+ 4.88% |
$26.6K - $28.4K
|
9.08K
$590K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
407+ 4.75% |
$25.7K - $27.4K
|
8.98K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
385+ 1.34% |
$24.3K - $25.9K
|
29.2K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
362New |
$22.8K - $24.4K
|
362
$23.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
353+ 26.21% |
$22.3K - $23.8K
|
1.7K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
290+ 4.23% |
$18.3K - $19.5K
|
7.15K
$465K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
289New |
$18.2K - $19.4K
|
289
$18.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
270+ 45.69% |
$17K - $18.2K
|
861
$56K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
260+ 2.42% |
$16.4K - $17.5K
|
11K
$716K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
231+ 31.91% |
$14.6K - $15.5K
|
955
$62.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
194+ 5.63% |
$12.2K - $13.1K
|
3.64K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
191+ 4.16% |
$12.1K - $12.9K
|
4.78K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
171+ 2.24% |
$10.8K - $11.5K
|
7.79K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
163+ 3.53% |
$10.3K - $11K
|
4.78K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
147New |
$9.28K - $9.89K
|
147
$9.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134New |
$8.46K - $9.02K
|
134
$8.71K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
103+ 2.3% |
$6.5K - $6.93K
|
4.59K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
96+ 2.87% |
$6.06K - $6.46K
|
3.45K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
95+ 2.05% |
$5.99K - $6.39K
|
4.73K
$308K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
45+ 0.43% |
$2.84K - $3.03K
|
10.4K
$679K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32New |
$2.02K - $2.15K
|
32
$2.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17+ 0.19% |
$1.07K - $1.14K
|
8.81K
$572K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 3.85% |
$63.1 - $67.3
|
27
$1.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$63.1 - $67.3
|
5.4K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-36- 1.11% |
$2.27K - $2.42K
|
3.21K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-40- 0.74% |
$2.52K - $2.69K
|
5.34K
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-64- 0.45% |
$4.04K - $4.31K
|
14.2K
$924K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-165- 1.02% |
$10.4K - $11.1K
|
16K
$1.04M
|