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 |
---|---|---|---|---|---|---|---|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
256New |
$15.1K - $16.2K
|
256
$16.1K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
357New |
$21.1K - $22.6K
|
357
$22.4K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.35KNew |
$79.6K - $85.1K
|
1.35K
$84.5K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.26KNew |
$193K - $206K
|
3.26K
$205K
|
|
Q1 2024 | |||||||
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.3K+ 33.66% |
$4M - $4.4M
|
283K
$17.8M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.7KNew |
$991K - $1.09M
|
17.7K
$1.11M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.84K- 4.79% |
$103K - $113K
|
36.5K
$2.29M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.96K- 12.26% |
$166K - $183K
|
21.2K
$1.33M
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-51.1K- 28.43% |
$2.87M - $3.15M
|
129K
$8.07M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-51- 29.48% |
$2.86K - $3.14K
|
122
$7.66K
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-170- 1.59% |
$9.54K - $10.5K
|
10.5K
$660K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
836K+ 34.08% |
$46.9M - $51.5M
|
3.29M
$206M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-54K- 81.41% |
$3.03M - $3.33M
|
12.3K
$774K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.22K- 29.47% |
$181K - $198K
|
7.7K
$483K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 2.68% |
$81K - $89K
|
55.4K
$3.47M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.64K+ 13.25% |
$204K - $224K
|
31.1K
$1.95M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.19K+ 48.22% |
$179K - $197K
|
9.8K
$615K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
27.5KNew |
$1.54M - $1.69M
|
27.5K
$1.72M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.07K- 29.71% |
$228K - $251K
|
9.63K
$604K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62K- 51.03% |
$3.48M - $3.82M
|
59.5K
$3.73M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.04K- 3.89% |
$227K - $249K
|
99.7K
$6.26M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
813+ 4.73% |
$45.6K - $50.1K
|
18K
$1.13M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.7K- 2.65% |
$2.51M - $2.76M
|
1.64M
$103M
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.99K+ 11.13% |
$111K - $122K
|
19.8K
$1.24M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.38KNew |
$189K - $208K
|
3.38K
$212K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.1KClosed |
$737K - $810K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 22.5% |
$175K - $193K
|
17K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
55+ 1.57% |
$3.09K - $3.39K
|
3.56K
$223K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
699New |
$39.2K - $43.1K
|
699
$43.9K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-414- 0.63% |
$23.2K - $25.5K
|
65.6K
$4.11M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-782- 9.92% |
$43.9K - $48.2K
|
7.1K
$446K
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.26K- 11.84% |
$70.8K - $77.8K
|
9.39K
$589K
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.68K+ 44.09% |
$94K - $103K
|
5.48K
$344K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-700- 15.62% |
$39.3K - $43.2K
|
3.78K
$237K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.08K+ 8.86% |
$117K - $128K
|
25.6K
$1.6M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.62K+ 28.13% |
$91.1K - $100K
|
7.39K
$464K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 61.67% |
$598K - $657K
|
27.9K
$1.75M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14+ 0.58% |
$786 - $863
|
2.42K
$152K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.8K+ 52.01% |
$832K - $914K
|
43.3K
$2.72M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.49KNew |
$252K - $277K
|
4.49K
$282K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 89.32% |
$868K - $954K
|
32.8K
$2.06M
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-300- 18.05% |
$16.8K - $18.5K
|
1.36K
$85.5K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.32K- 8.52% |
$411K - $451K
|
78.6K
$4.93M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
14.3K+ 77.01% |
$804K - $884K
|
33K
$2.07M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
285K+ 131.21% |
$16M - $17.6M
|
503K
$31.5M
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.99K- 10.7% |
$280K - $308K
|
41.7K
$2.61M
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.17K+ 3.49% |
$65.8K - $72.3K
|
34.8K
$2.18M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45+ 1.75% |
$2.52K - $2.77K
|
2.61K
$164K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.3K+ 11.04% |
$747K - $821K
|
134K
$8.4M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-956- 1.19% |
$53.6K - $58.9K
|
79.4K
$4.98M
|