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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-68.2K- 48.84% |
$4.33M - $4.65M
|
71.4K
$4.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
81+ 2.53% |
$5.14K - $5.52K
|
3.29K
$205K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.7K+ 1.41% |
$108K - $116K
|
123K
$7.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
87.4K+ 58.52% |
$5.54M - $5.96M
|
237K
$14.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.49K+ 10.99% |
$412K - $442K
|
65.6K
$4.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.18K- 54.88% |
$265K - $285K
|
3.44K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-262- 4.64% |
$16.6K - $17.9K
|
5.38K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
7.12K+ 9.19% |
$451K - $485K
|
84.6K
$5.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.76K- 8.9% |
$112K - $120K
|
18.1K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-727- 0.95% |
$46.1K - $49.6K
|
75.5K
$4.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.42K+ 23.43% |
$89.9K - $96.6K
|
7.47K
$466K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.8K+ 50.85% |
$1M - $1.08M
|
46.9K
$2.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.4K+ 14.29% |
$850K - $913K
|
107K
$6.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 15.76% |
$1.89M - $2.03M
|
219K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
20.7K+ 9.56% |
$1.31M - $1.41M
|
237K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.3K+ 34.98% |
$1.03M - $1.11M
|
62.8K
$3.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.3K+ 77.44% |
$1.54M - $1.66M
|
55.7K
$3.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.55K- 20.4% |
$161K - $174K
|
9.93K
$620K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$658K - $708K
|
10.4K
$648K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-13.9K- 77.08% |
$879K - $945K
|
4.12K
$258K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
695+ 0.19% |
$44.1K - $47.4K
|
370K
$23.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
722+ 6.04% |
$45.8K - $49.2K
|
12.7K
$791K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.6K- 21.0% |
$1.18M - $1.27M
|
69.8K
$4.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.1K+ 26.42% |
$1.08M - $1.17M
|
81.8K
$5.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24+ 88.89% |
$1.52K - $1.64K
|
51
$3.19K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-829- 4.09% |
$52.6K - $56.5K
|
19.4K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.16K+ 9.96% |
$390K - $420K
|
67.9K
$4.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 27.75% |
$104K - $111K
|
7.53K
$470K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
211+ 4.83% |
$13.4K - $14.4K
|
4.58K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
12.8KNew |
$814K - $875K
|
12.8K
$801K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.3K+ 71.81% |
$656K - $705K
|
24.8K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
269+ 5.98% |
$17.1K - $18.3K
|
4.77K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
50.5K+ 47.76% |
$3.2M - $3.44M
|
156K
$9.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
72KNew |
$4.57M - $4.91M
|
72K
$4.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
634New |
$40.2K - $43.2K
|
634
$39.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.05K+ 24.76% |
$320K - $344K
|
25.4K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
576+ 5.95% |
$36.5K - $39.3K
|
10.3K
$641K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
58+ 0.16% |
$3.68K - $3.95K
|
36K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
433+ 4.86% |
$27.5K - $29.5K
|
9.35K
$584K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
647+ 3.71% |
$41K - $44.1K
|
18.1K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84New |
$5.33K - $5.73K
|
84
$5.25K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.6KNew |
$1.11M - $1.2M
|
17.6K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-85.6K- 98.44% |
$5.43M - $5.84M
|
1.36K
$84.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.83KNew |
$623K - $670K
|
9.83K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.75K- 21.94% |
$174K - $187K
|
9.76K
$610K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.77K+ 188.81% |
$556K - $598K
|
13.4K
$838K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.65K+ 5.08% |
$358K - $385K
|
117K
$7.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
803New |
$50.9K - $54.7K
|
803
$50.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
119+ 3.37% |
$7.55K - $8.11K
|
3.65K
$228K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.46K+ 8.9% |
$92.7K - $99.6K
|
17.9K
$1.12M
|