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 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4.24K+ 8.46% |
$268K - $285K
|
54.3K
$3.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$63.1 - $67.3
|
5.4K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.3K- 47.84% |
$774K - $825K
|
13.4K
$835K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
255KNew |
$16.1M - $17.1M
|
255K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
7.9K+ 6.34% |
$499K - $532K
|
133K
$8.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
153K+ 4297.83% |
$9.64M - $10.3M
|
156K
$9.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-1.37K- 2.54% |
$86.4K - $92.1K
|
52.6K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
746+ 35.39% |
$47.1K - $50.2K
|
2.85K
$178K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.49KNew |
$283K - $302K
|
4.49K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
946New |
$59.7K - $63.7K
|
946
$59.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.1K+ 245.2% |
$825K - $880K
|
18.4K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.75K+ 118.18% |
$236K - $252K
|
6.91K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32New |
$2.02K - $2.15K
|
32
$2K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
517New |
$32.6K - $34.8K
|
517
$32.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.21K+ 15.28% |
$203K - $216K
|
24.2K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
162K+ 827.46% |
$10.2M - $10.9M
|
182K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
16.1K+ 31.72% |
$1.02M - $1.09M
|
67K
$4.18M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
407+ 4.75% |
$25.7K - $27.4K
|
8.98K
$561K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18K+ 38.43% |
$1.13M - $1.21M
|
64.7K
$4.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
723+ 3.51% |
$45.6K - $48.7K
|
21.3K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.17K+ 127.44% |
$452K - $482K
|
12.8K
$799K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.51K- 15.39% |
$284K - $303K
|
24.8K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-52.5K- 10.96% |
$3.31M - $3.53M
|
426K
$26.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.8K- 62.46% |
$1.82M - $1.94M
|
17.3K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
362New |
$22.8K - $24.4K
|
362
$22.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 0.72% |
$11.1K - $11.8K
|
24.4K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-52.7K- 15.59% |
$3.33M - $3.55M
|
285K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-974- 4.55% |
$61.5K - $65.5K
|
20.5K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
789New |
$49.8K - $53.1K
|
789
$49.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
95+ 2.05% |
$5.99K - $6.39K
|
4.73K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17.1KNew |
$1.08M - $1.15M
|
17.1K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
17.6K+ 13.46% |
$1.11M - $1.18M
|
148K
$9.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.5K- 7.01% |
$791K - $843K
|
166K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-64- 0.45% |
$4.04K - $4.31K
|
14.2K
$888K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
771+ 38.21% |
$48.7K - $51.9K
|
2.79K
$174K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-94K- 96.14% |
$5.93M - $6.32M
|
3.77K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
231+ 31.91% |
$14.6K - $15.5K
|
955
$59.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.89KNew |
$245K - $262K
|
3.89K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.67KNew |
$232K - $247K
|
3.67K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.99K- 4.89% |
$126K - $134K
|
38.8K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.06K+ 2.76% |
$319K - $341K
|
189K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-833- 4.28% |
$52.6K - $56.1K
|
18.6K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46.2KNew |
$2.91M - $3.11M
|
46.2K
$2.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.1K+ 3.98% |
$69.3K - $73.9K
|
28.7K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.99K+ 23.78% |
$126K - $134K
|
10.4K
$648K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.3KNew |
$839K - $895K
|
13.3K
$830K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-699- 2.81% |
$44.1K - $47K
|
24.2K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17+ 0.19% |
$1.07K - $1.14K
|
8.81K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
547New |
$34.5K - $36.8K
|
547
$34.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
510+ 2.02% |
$32.2K - $34.3K
|
25.8K
$1.61M
|