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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-3.79K- 6.57% |
$224K - $239K
|
53.8K
$3.39M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7- 2.63% |
$413 - $442
|
259
$16.3K
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14.2KNew |
$839K - $897K
|
14.2K
$896K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.13K+ 5.44% |
$67K - $71.7K
|
22K
$1.39M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9K+ 120.72% |
$879K - $941K
|
27.2K
$1.72M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34KNew |
$79.3K - $84.8K
|
1.34K
$84.7K
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.24K- 13.17% |
$73K - $78.1K
|
8.15K
$514K
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
121KNew |
$7.13M - $7.63M
|
121K
$7.62M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
651+ 1446.67% |
$38.4K - $41.1K
|
696
$43.9K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.1K+ 53.87% |
$1.18M - $1.27M
|
57.3K
$3.61M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
60KNew |
$3.54M - $3.79M
|
60K
$3.79M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.22K- 2.5% |
$190K - $204K
|
125K
$7.91M
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-178- 1.56% |
$10.5K - $11.2K
|
11.2K
$709K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.49K- 1.39% |
$147K - $158K
|
177K
$11.2M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
475+ 10.53% |
$28.1K - $30K
|
4.99K
$315K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.01K+ 17.68% |
$178K - $190K
|
20K
$1.26M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42New |
$2.48K - $2.65K
|
42
$2.65K
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-163- 0.39% |
$9.63K - $10.3K
|
41.5K
$2.62M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.9K+ 3.96% |
$1.18M - $1.26M
|
523K
$33M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
21+ 0.59% |
$1.24K - $1.33K
|
3.58K
$226K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
335K+ 27.31% |
$19.8M - $21.2M
|
1.56M
$98.6M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.35K- 5.1% |
$79.5K - $85.1K
|
25K
$1.58M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.78K+ 1.33% |
$105K - $112K
|
136K
$8.56M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
25+ 0.56% |
$1.48K - $1.58K
|
4.51K
$285K
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
710+ 2.22% |
$41.9K - $44.9K
|
32.7K
$2.06M
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.22K- 1.35% |
$72.1K - $77.1K
|
89.1K
$5.62M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
29K+ 7.88% |
$1.72M - $1.84M
|
398K
$25.1M
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.9K+ 117.35% |
$348K - $373K
|
10.9K
$689K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.4KNew |
$555K - $594K
|
9.4K
$593K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 3.31% |
$592K - $633K
|
313K
$19.7M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.14K- 2.35% |
$67.4K - $72.2K
|
47.4K
$2.99M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
785+ 44.23% |
$46.4K - $49.6K
|
2.56K
$162K
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9.01K+ 3.45% |
$532K - $569K
|
270K
$17.1M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11K+ 18.49% |
$647K - $692K
|
70.2K
$4.43M
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
11.5KNew |
$678K - $725K
|
11.5K
$724K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-110- 1.22% |
$6.5K - $6.95K
|
8.93K
$563K
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
893+ 4.51% |
$52.7K - $56.4K
|
20.7K
$1.31M
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
196+ 288.24% |
$11.6K - $12.4K
|
264
$16.7K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.16K+ 3.89% |
$127K - $136K
|
57.6K
$3.63M
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-32- 0.58% |
$1.89K - $2.02K
|
5.45K
$344K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16+ 19.51% |
$945 - $1.01K
|
98
$6.18K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 0.53% |
$118 - $126
|
376
$23.7K
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.3K+ 2.93% |
$76.6K - $82K
|
45.5K
$2.87M
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.35K+ 4.73% |
$138K - $148K
|
52K
$3.28M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15K+ 252.16% |
$884K - $946K
|
20.9K
$1.32M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.11K+ 47.49% |
$125K - $133K
|
6.56K
$414K
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7.6KNew |
$449K - $480K
|
7.6K
$480K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.06KNew |
$417K - $446K
|
7.06K
$446K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.78KNew |
$341K - $365K
|
5.78K
$365K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.13K+ 27.78% |
$126K - $134K
|
9.78K
$617K
|