Latest Institutional Transactions on First Tr Long/Short Equity ETF (FTLS)

FTLS Quotes by TradingView

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
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-51.7K
- 48.05%
$2.5M - $2.63M
55.9K $3.74M
May 10, 2023 Q1 2023
Cardinal Point Wealth Management Partners, LLC

BUY
 -
2.99K
+ 3.71%
$144K - $152K
83.4K $5.59M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
26
New
$1.26K - $1.32K
26 $1.74K
Q4 2022
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
605
New
$28.4K - $30.9K
605 $40.5K
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
687
New
$32.3K - $35K
687 $46K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
19
New
$892 - $969
19 $1.27K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
201
+ 2.22%
$9.44K - $10.3K
9.28K $621K
Feb 13, 2023 Q4 2022
Pcg Wealth Advisors, LLC

SELL
 -
-25.6K
- 53.25%
$1.2M - $1.31M
22.5K $1.51M
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
762
+ 100.0%
$35.8K - $38.9K
1.52K $102K
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
487
+ 43.21%
$22.9K - $24.8K
1.61K $108K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-2.52K
- 5.42%
$118K - $128K
43.9K $2.94M
Jan 18, 2023 Q4 2022
Pfg Private Wealth Management, LLC

BUY
 -
17
New
$798 - $867
17 $1.14K
Jan 12, 2023 Q4 2022
Riverwater Partners LLC

BUY
 -
27.9K
New
$1.31M - $1.42M
27.9K $1.86M
Q3 2022
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
26
New
$1.22K - $1.33K
26 $1.74K
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
9.47K
New
$444K - $485K
9.47K $634K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
3.83K
+ 14.86%
$179K - $196K
29.6K $1.98M
Nov 07, 2022 Q3 2022
Advanced Research Investment Solutions, LLC

BUY
 -
23.5K
New
$1.1M - $1.21M
23.5K $1.58M
Nov 02, 2022 Q3 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
285
+ 5.4%
$13.3K - $14.6K
5.56K $372K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
949
New
$44.4K - $48.6K
949 $63.5K
Q2 2022
Jan 12, 2024 Q2 2022
Comprehensive Wealth Management, LLC

Lynnwood, WA
SELL
 -
-315K
Closed
$14.9M - $16.3M
0 $0
Aug 11, 2022 Q2 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
4.58K
New
$217K - $237K
4.58K $306K
Aug 08, 2022 Q2 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
24
New
$1.14K - $1.24K
24 $1.61K
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

SELL
 -
-700
- 99.57%
$33.3K - $36.3K
3 $201
Jul 27, 2022 Q2 2022
Anson Capital, Inc.

SELL
 -
-6.5K
Closed
$309K - $337K
0 $0
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-186
- 38.27%
$8.84K - $9.64K
300 $20.1K
Jul 20, 2022 Q2 2022
Alliance Wealth Advisors, LLC

SELL
 -
-22.5K
Closed
$1.07M - $1.17M
0 $0
Q1 2022
May 16, 2022 Q1 2022
Little House Capital LLC

Braintree, MA
SELL
 -
-54K
Closed
$2.63M - $2.81M
0 $0
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-3.88K
Closed
$189K - $202K
0 $0
Apr 26, 2022 Q1 2022
Ameliora Wealth Management Ltd.

Zurich, V8
SELL
 -
-27.5K
Closed
$1.34M - $1.43M
0 $0
Q4 2021
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-298
Closed
$14.4K - $15.6K
0 $0
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-4.38K
Closed
$212K - $229K
0 $0
Feb 07, 2022 Q4 2021
Advisors Preferred, LLC

Rockville, MD
SELL
 -
-921
Closed
$44.6K - $48.2K
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-4.78K
Closed
$228K - $239K
0 $0
Q2 2021
Aug 13, 2021 Q2 2021
Howe & Rusling Inc

Rochester, NY
SELL
 -
-3.27K
Closed
$151K - $159K
0 $0
Aug 09, 2021 Q2 2021
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
SELL
 -
-4.53K
Closed
$209K - $220K
0 $0
Aug 06, 2021 Q2 2021
Fifth Third Bancorp

SELL
 -
-86
Closed
$3.97K - $4.18K
0 $0
Q1 2021
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-300
Closed
$13K - $14K
0 $0
May 10, 2021 Q1 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-1.06K
Closed
$46.1K - $49.8K
0 $0
May 06, 2021 Q1 2021
Wesbanco Bank Inc

SELL
 -
-5K
Closed
$217K - $234K
0 $0
Q4 2020
Feb 11, 2021 Q4 2020
Archer Investment Corp

SELL
 -
-409
Closed
$17.1K - $18.1K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Veritable, L.P.

Newtown Square, PA
SELL
 -
-4.97K
Closed
$203K - $224K
0 $0
Oct 28, 2020 Q3 2020
Valeo Financial Advisors, LLC

SELL
 -
-2.02K
Closed
$82.4K - $90.7K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Hrt Financial LP

New York, NY
SELL
 -
-7.46K
Closed
$273K - $312K
0 $0
Aug 11, 2020 Q2 2020
Argent Advisors, Inc.

Monroe, LA
SELL
 -
-19.4K
Closed
$710K - $810K
0 $0
Aug 10, 2020 Q2 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-372
Closed
$13.6K - $15.6K
0 $0
Aug 07, 2020 Q2 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-1
Closed
$36.6 - $41.8
0 $0
Jul 29, 2020 Q2 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-3.33K
Closed
$122K - $139K
0 $0
Jul 20, 2020 Q2 2020
Concorde Asset Management, LLC

SELL
 -
-5.88K
Closed
$215K - $246K
0 $0
Q1 2020
Aug 26, 2020 Q1 2020
Walkner Condon Financial Advisors LLC

SELL
 -
-4.99K
Closed
$175K - $221K
0 $0

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