Latest Institutional Transactions on First Tr Long/Short Equity ETF (FTLS)
This table provides information on the latest institutional transactions involving First Tr Long/Short Equity ETF (FTLS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
510+ 2.02% |
$32.2K - $34.3K
|
25.8K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.11K+ 7.69% |
$322K - $344K
|
71.6K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.08K- 20.4% |
$320K - $342K
|
19.8K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-2.64K- 2.86% |
$167K - $178K
|
89.7K
$6.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
191+ 4.16% |
$12.1K - $12.9K
|
4.78K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.7KNew |
$1.31M - $1.39M
|
20.7K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.75K- 1.27% |
$300K - $320K
|
369K
$25.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
27.8KNew |
$1.75M - $1.87M
|
27.8K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.09K+ 6.18% |
$132K - $141K
|
35.9K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-592- 4.52% |
$37.4K - $39.8K
|
12.5K
$851K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.65K+ 13.81% |
$356K - $380K
|
46.5K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.89KNew |
$372K - $396K
|
5.89K
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-215- 2.08% |
$13.6K - $14.5K
|
10.1K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.2KNew |
$581K - $619K
|
9.2K
$626K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
422+ 4.88% |
$26.6K - $28.4K
|
9.08K
$618K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.5K- 7.91% |
$94.5K - $101K
|
17.4K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.2K+ 16.44% |
$835K - $891K
|
93.8K
$6.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-682- 5.4% |
$43K - $45.9K
|
11.9K
$813K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.51K+ 11.73% |
$95.5K - $102K
|
14.4K
$981K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
535New |
$33.8K - $36K
|
535
$36.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-714- 16.8% |
$45.1K - $48K
|
3.54K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.8K+ 85.7% |
$2.57M - $2.74M
|
88.4K
$6.02M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-30.7K- 60.22% |
$1.94M - $2.07M
|
20.3K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-444- 0.47% |
$28K - $29.9K
|
93.2K
$6.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-965- 2.08% |
$60.9K - $64.9K
|
45.5K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
47.3K+ 44.66% |
$2.98M - $3.18M
|
153K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.86K+ 125.94% |
$622K - $663K
|
17.7K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-10.2K- 59.5% |
$645K - $688K
|
6.96K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
103+ 2.3% |
$6.5K - $6.93K
|
4.59K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
898+ 11.2% |
$56.7K - $60.4K
|
8.92K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.61K+ 4.32% |
$291K - $310K
|
111K
$7.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-163K- 52.13% |
$10.3M - $10.9M
|
149K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.28K- 5.91% |
$80.8K - $86.2K
|
20.4K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9.69KNew |
$611K - $652K
|
9.69K
$659K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-787- 10.69% |
$49.7K - $53K
|
6.58K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-165- 1.02% |
$10.4K - $11.1K
|
16K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.01K+ 4.17% |
$316K - $337K
|
125K
$8.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-587- 11.22% |
$37K - $39.5K
|
4.65K
$316K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-305K- 98.18% |
$19.2M - $20.5M
|
5.64K
$384K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
353+ 26.21% |
$22.3K - $23.8K
|
1.7K
$116K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
16.4KNew |
$1.04M - $1.1M
|
16.4K
$1.12M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
414K+ 4148.09% |
$25.1M - $26.4M
|
424K
$28.9M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.78K+ 10.04% |
$108K - $113K
|
19.5K
$1.32M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-339- 1.12% |
$20.6K - $21.6K
|
30K
$2.04M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-321K- 94.18% |
$19.5M - $20.5M
|
19.8K
$1.35M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29.3KNew |
$1.78M - $1.87M
|
29.3K
$1.99M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.18KNew |
$71.9K - $75.5K
|
1.18K
$80.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.54% |
$60.7 - $63.8
|
186
$12.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.3K+ 17.82% |
$990K - $1.04M
|
108K
$7.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.8K- 28.81% |
$1.32M - $1.39M
|
53.9K
$3.67M
|
|