Latest Institutional Purchases of First Tr Long/Short Equity ETF (FTLS)
This list provides information on the latest institutional transactions involving First Tr Long/Short Equity ETF (FTLS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
596K+ 10.77% |
$37.8M - $40.6M
|
6.13M
$389M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
524K+ 31.49% |
$33.2M - $35.7M
|
2.19M
$139M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
353K+ 18.49% |
$22.4M - $24M
|
2.26M
$144M
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
304KNew |
$19.3M - $20.7M
|
304K
$19.3M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
240K+ 344.33% |
$15.2M - $16.3M
|
309K
$19.7M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
209K+ 82.03% |
$13.3M - $14.2M
|
464K
$29.5M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
196K+ 11.06% |
$12.4M - $13.4M
|
1.97M
$125M
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
87.4K+ 58.52% |
$5.54M - $5.96M
|
237K
$15M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
79.7K+ 158.48% |
$5.05M - $5.43M
|
130K
$8.26M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
73K+ 435.01% |
$4.63M - $4.98M
|
89.8K
$5.7M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
72KNew |
$4.57M - $4.91M
|
72K
$4.57M
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
50.5K+ 47.76% |
$3.2M - $3.44M
|
156K
$9.93M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.2K+ 61.27% |
$2.93M - $3.15M
|
122K
$7.73M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.5K+ 8.4% |
$2.88M - $3.1M
|
587K
$37.3M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.6K+ 151.47% |
$2.76M - $2.97M
|
72.4K
$4.6M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
43K+ 1099.54% |
$2.73M - $2.93M
|
46.9K
$2.98M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.3K+ 64.98% |
$1.92M - $2.07M
|
77K
$4.89M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
30KNew |
$1.9M - $2.04M
|
30K
$1.9M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.8K+ 15.76% |
$1.89M - $2.03M
|
219K
$13.9M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.2K+ 15.55% |
$1.73M - $1.85M
|
202K
$12.8M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
27.1K+ 60.01% |
$1.72M - $1.85M
|
72.2K
$4.59M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
26.4K+ 179.91% |
$1.67M - $1.8M
|
41K
$2.61M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.5K+ 4.82% |
$1.56M - $1.67M
|
534K
$33.9M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.3K+ 77.44% |
$1.54M - $1.66M
|
55.7K
$3.54M
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
23.8K+ 306.71% |
$1.51M - $1.62M
|
31.5K
$2M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
23.4K+ 230.41% |
$1.48M - $1.59M
|
33.5K
$2.13M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.3K+ 198.6% |
$1.48M - $1.59M
|
35.1K
$2.23M
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
23KNew |
$1.46M - $1.57M
|
23K
$1.46M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.7K+ 131.08% |
$1.44M - $1.55M
|
40.1K
$2.54M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.4KNew |
$1.35M - $1.46M
|
21.4K
$1.36M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
20.7K+ 9.56% |
$1.31M - $1.41M
|
237K
$15.1M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.4KNew |
$1.17M - $1.25M
|
18.4K
$1.17M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.6KNew |
$1.11M - $1.2M
|
17.6K
$1.12M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
17.6K+ 32.32% |
$1.11M - $1.2M
|
71.9K
$4.57M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.1K+ 26.42% |
$1.08M - $1.17M
|
81.8K
$5.2M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.3K+ 34.98% |
$1.03M - $1.11M
|
62.8K
$3.99M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.8K+ 50.85% |
$1M - $1.08M
|
46.9K
$2.98M
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
15.2K+ 377.53% |
$963K - $1.04M
|
19.2K
$1.22M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.4K+ 1.87% |
$910K - $979K
|
783K
$49.7M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.2K+ 204.89% |
$898K - $966K
|
21.1K
$1.34M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.5K+ 19.08% |
$855K - $919K
|
84.1K
$5.34M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.4K+ 14.29% |
$850K - $913K
|
107K
$6.81M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.2KNew |
$835K - $898K
|
13.2K
$837K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13K+ 8.51% |
$826K - $888K
|
166K
$10.6M
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
12.8KNew |
$814K - $875K
|
12.8K
$815K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.3K+ 25.06% |
$779K - $838K
|
61.3K
$3.9M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12K+ 47.87% |
$761K - $818K
|
37.1K
$2.36M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.7K+ 25.72% |
$742K - $798K
|
57.2K
$3.63M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.7K+ 24.23% |
$741K - $797K
|
59.9K
$3.81M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
11.3KNew |
$717K - $770K
|
11.3K
$718K
|