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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-610- 6.49% |
$37K - $38.9K
|
8.79K
$588K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28.4K+ 205.91% |
$1.72M - $1.81M
|
42.2K
$2.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
69.9KNew |
$4.24M - $4.46M
|
69.9K
$4.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.6K+ 205.2% |
$1.13M - $1.18M
|
27.6K
$1.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-8.01K- 66.42% |
$487K - $511K
|
4.05K
$271K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.47K+ 10.68% |
$150K - $158K
|
25.6K
$1.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-203- 1.81% |
$12.3K - $13K
|
11K
$738K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-693- 1.46% |
$42.1K - $44.2K
|
46.7K
$3.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
28.9K+ 136.47% |
$1.76M - $1.84M
|
50.1K
$3.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.32K- 4.16% |
$79.9K - $83.9K
|
30.3K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
41.6K+ 15.39% |
$2.53M - $2.66M
|
312K
$20.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.16K+ 3.59% |
$253K - $265K
|
120K
$8.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.85K+ 3.18% |
$234K - $245K
|
125K
$8.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-429- 11.92% |
$26.1K - $27.4K
|
3.17K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
434+ 5.87% |
$26.4K - $27.7K
|
7.83K
$524K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.4K- 14.27% |
$84.8K - $89.1K
|
8.38K
$561K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.6K+ 192.08% |
$824K - $865K
|
20.6K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.59K+ 22.58% |
$279K - $293K
|
24.9K
$1.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
32.2KNew |
$1.96M - $2.06M
|
32.2K
$2.16M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.32K- 4.22% |
$384K - $403K
|
143K
$9.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.6K+ 32.08% |
$702K - $737K
|
47.6K
$3.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34K+ 19.71% |
$2.07M - $2.17M
|
207K
$13.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
348+ 92.55% |
$21.1K - $22.2K
|
724
$48.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.44K+ 21.56% |
$148K - $156K
|
13.7K
$920K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-483- 4.46% |
$29.3K - $30.8K
|
10.4K
$693K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.59KNew |
$279K - $293K
|
4.59K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-83- 0.2% |
$5.04K - $5.3K
|
40.8K
$2.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.62KNew |
$342K - $359K
|
5.62K
$376K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.46K+ 35.59% |
$210K - $221K
|
13.2K
$882K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.1K- 35.32% |
$66.9K - $70.3K
|
2.02K
$135K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.28K+ 3.76% |
$138K - $145K
|
62.9K
$4.21M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
304K+ 4639.2% |
$18.5M - $19.4M
|
311K
$20.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-23.5K- 5.91% |
$1.43M - $1.5M
|
374K
$25M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
165+ 1.73% |
$10K - $10.5K
|
9.7K
$649K
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-8.68K- 14.55% |
$527K - $554K
|
51K
$3.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
25.2K+ 8.04% |
$1.53M - $1.6M
|
338K
$22.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
40.9KNew |
$2.48M - $2.61M
|
40.9K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
54.7K+ 212.21% |
$3.32M - $3.49M
|
80.5K
$5.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.17K+ 3.55% |
$192K - $202K
|
92.3K
$6.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 0.63% |
$4.86K - $5.1K
|
12.7K
$852K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.26K+ 10.87% |
$380K - $399K
|
63.8K
$4.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-789- 3.31% |
$47.9K - $50.3K
|
23.1K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.8K+ 24.25% |
$2.05M - $2.16M
|
173K
$11.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
183+ 4.25% |
$11.1K - $11.7K
|
4.48K
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.29K+ 11.62% |
$321K - $338K
|
50.8K
$3.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
6.7K+ 24.74% |
$407K - $428K
|
33.8K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.6KNew |
$767K - $806K
|
12.6K
$845K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.1K- 7.69% |
$66.7K - $70.1K
|
13.2K
$882K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-264- 1.38% |
$16K - $16.8K
|
18.9K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21.7KNew |
$1.32M - $1.38M
|
21.7K
$1.45M
|