Clearstead Advisors, LLC First Tr Long/Short Equity ETF Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 267 shares of FTLS stock, worth $18,940. This represents 0.0% of its overall portfolio holdings.

Number of Shares

267

Holding current value

$18,940

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 10, 2025	BUY	$65.78 - $69.95 $17,563 - $18,676	267 New	267 $18,000

Others Institutions Holding FTLS

# of Institutions

257

Shares Held

25.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.17M
Shares

$367 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

2.47M
Shares

$175 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.28M
Shares

$162 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

2.25M
Shares

$159 Million
0.05% of portfolio
Envestnet Asset Management Inc

588K
Shares

$41.7 Million
0.01% of portfolio

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About FIRST TR LONG/SHORT EQUITY ETF

Ticker FTLS
Sector ETFs
Industry ETFs

More about FTLS

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Clearstead Advisors, LLC First Tr Long/Short Equity ETF Transaction History