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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.8K- 14.46% |
$743K - $792K
|
69.6K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-226K- 96.36% |
$14.3M - $15.2M
|
8.52K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.7K+ 25.44% |
$865K - $922K
|
67.6K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.94K+ 24.72% |
$564K - $602K
|
45.1K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 61.01% |
$132K - $141K
|
5.53K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
23.4KNew |
$1.48M - $1.58M
|
23.4K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 32.43% |
$342K - $365K
|
11.3K
$706K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
270+ 45.69% |
$17K - $18.2K
|
861
$53.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.63K+ 10.42% |
$292K - $311K
|
49K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.93K- 4.57% |
$311K - $332K
|
103K
$6.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
344K+ 81.24% |
$21.7M - $23.2M
|
768K
$48M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-40- 0.74% |
$2.52K - $2.69K
|
5.34K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
773+ 7.63% |
$48.8K - $52K
|
10.9K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.2K- 4.89% |
$1.65M - $1.76M
|
510K
$31.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
163+ 3.53% |
$10.3K - $11K
|
4.78K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
651+ 775.0% |
$41.1K - $43.8K
|
735
$45.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.23K+ 26.36% |
$330K - $352K
|
25.1K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
1.3K+ 1.0% |
$81.7K - $87.1K
|
131K
$8.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.76K+ 5.24% |
$111K - $119K
|
35.4K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
8.36K+ 13.63% |
$528K - $563K
|
69.7K
$4.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
7.4KNew |
$467K - $498K
|
7.4K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-41.2K- 48.65% |
$2.6M - $2.77M
|
43.5K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.24K+ 9.48% |
$141K - $151K
|
25.8K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
195K+ 11.36% |
$12.3M - $13.1M
|
1.91M
$119M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.8K- 2.67% |
$240K - $255K
|
138K
$8.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
289New |
$18.2K - $19.4K
|
289
$18.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.91KNew |
$247K - $263K
|
3.91K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.95KNew |
$186K - $199K
|
2.95K
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
4.38K+ 26.24% |
$276K - $295K
|
21.1K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-885- 1.4% |
$55.8K - $59.6K
|
62.3K
$3.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
453+ 35.61% |
$28.6K - $30.5K
|
1.73K
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 18.2% |
$733K - $782K
|
75.4K
$4.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.81K+ 7.82% |
$177K - $189K
|
38.7K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.52K+ 10.73% |
$285K - $304K
|
46.7K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.79KNew |
$239K - $255K
|
3.79K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 79.97% |
$67.8K - $72.3K
|
269
$16.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.77K- 71.02% |
$112K - $119K
|
723
$45.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
34.5KNew |
$2.17M - $2.32M
|
34.5K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.5K- 10.94% |
$1.36M - $1.45M
|
175K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.04KNew |
$192K - $205K
|
3.04K
$190K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.95K+ 8.06% |
$186K - $198K
|
39.5K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-800- 13.88% |
$50.5K - $53.8K
|
4.96K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.19K+ 3.65% |
$138K - $147K
|
62.1K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
839+ 16.09% |
$52.9K - $56.5K
|
6.05K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 0.77% |
$98.3K - $105K
|
204K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
8.85K+ 135.01% |
$559K - $596K
|
15.4K
$963K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
12.1K+ 109.39% |
$761K - $812K
|
23.1K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42K+ 146.95% |
$2.65M - $2.83M
|
70.6K
$4.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
704+ 2.19% |
$44.4K - $47.4K
|
32.9K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.46KNew |
$92.3K - $98.4K
|
1.46K
$91.4K
|