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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-510- 13.16% |
$32.2K - $34.3K
|
3.37K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.83K- 28.96% |
$305K - $325K
|
11.8K
$787K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-17.5K- 56.32% |
$1.11M - $1.18M
|
13.6K
$904K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
535New |
$33.8K - $36K
|
535
$35.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
103+ 2.3% |
$6.5K - $6.93K
|
4.59K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-787- 10.69% |
$49.7K - $53K
|
6.58K
$437K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.18KNew |
$71.9K - $75.5K
|
1.18K
$78.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.54% |
$60.7 - $63.8
|
186
$12.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
358New |
$21.7K - $22.8K
|
358
$23.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
307+ 0.51% |
$18.6K - $19.6K
|
60.3K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11KNew |
$668K - $702K
|
11K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.19KNew |
$194K - $203K
|
3.19K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
64.7KNew |
$3.93M - $4.13M
|
64.7K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
477+ 2.39% |
$29K - $30.4K
|
20.5K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
40New |
$2.43K - $2.55K
|
40
$2.66K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-122- 59.8% |
$7.41K - $7.78K
|
82
$5.45K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.6K- 15.9% |
$401K - $421K
|
34.9K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
286New |
$17.4K - $18.2K
|
286
$19K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-8.01K- 66.42% |
$487K - $511K
|
4.05K
$269K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
32.2KNew |
$1.96M - $2.06M
|
32.2K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-789- 3.31% |
$47.9K - $50.3K
|
23.1K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 0.63% |
$4.86K - $5.1K
|
12.7K
$846K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.8K+ 24.25% |
$2.05M - $2.16M
|
173K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.1K- 7.69% |
$66.7K - $70.1K
|
13.2K
$876K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-2.97K- 1.65% |
$180K - $189K
|
177K
$11.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
16New |
$972 - $1.02K
|
16
$1.06K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
551New |
$33.5K - $35.2K
|
551
$36.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.36K- 40.14% |
$144K - $151K
|
3.53K
$234K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-602- 13.19% |
$35.6K - $38K
|
3.96K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.13K+ 5.44% |
$67K - $71.7K
|
22K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
21+ 0.59% |
$1.24K - $1.33K
|
3.58K
$238K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
196+ 288.24% |
$11.6K - $12.4K
|
264
$17.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7.6KNew |
$449K - $480K
|
7.6K
$505K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
45New |
$2.66K - $2.84K
|
45
$2.99K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.5K- 51.72% |
$88.6K - $94.8K
|
1.4K
$93.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
357New |
$21.1K - $22.6K
|
357
$23.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
256New |
$15.1K - $16.2K
|
256
$17K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.22KClosed |
$68.5K - $75.3K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.38KNew |
$189K - $208K
|
3.38K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-170- 1.59% |
$9.54K - $10.5K
|
10.5K
$699K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 61.67% |
$598K - $657K
|
27.9K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-300- 18.05% |
$16.8K - $18.5K
|
1.36K
$90.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.8K+ 52.01% |
$832K - $914K
|
43.3K
$2.88M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 7.36% |
$106K - $117K
|
27.7K
$1.84M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
825+ 4.13% |
$46.3K - $50.9K
|
20.8K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
678New |
$38K - $41.8K
|
678
$45.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.23K+ 10.96% |
$237K - $261K
|
42.8K
$2.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.21K+ 5.04% |
$124K - $136K
|
46.1K
$3.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
414+ 1.84% |
$23.2K - $25.5K
|
22.9K
$1.52M
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
174+ 511.76% |
$9.08K - $9.92K
|
208
$13.8K
|
|