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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.79KNew |
$428K - $457K
|
6.79K
$452K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.78KNew |
$428K - $456K
|
6.78K
$452K
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.25KNew |
$394K - $420K
|
6.25K
$416K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.89KNew |
$372K - $396K
|
5.89K
$393K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.81K+ 25.21% |
$367K - $391K
|
28.9K
$1.92M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.65K+ 13.81% |
$356K - $380K
|
46.5K
$3.1M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.64KNew |
$356K - $379K
|
5.64K
$376K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.49K+ 48.55% |
$346K - $369K
|
16.8K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
5.3KNew |
$334K - $356K
|
5.3K
$353K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.23K+ 26.36% |
$330K - $352K
|
25.1K
$1.67M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.11K+ 7.69% |
$322K - $344K
|
71.6K
$4.77M
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.06K+ 2.76% |
$319K - $341K
|
189K
$12.6M
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.01K+ 4.17% |
$316K - $337K
|
125K
$8.34M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.63K+ 10.42% |
$292K - $311K
|
49K
$3.27M
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.61K+ 4.32% |
$291K - $310K
|
111K
$7.41M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.52K+ 10.73% |
$285K - $304K
|
46.7K
$3.11M
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4.5KNew |
$284K - $303K
|
4.5K
$300K
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.49KNew |
$283K - $302K
|
4.49K
$299K
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
4.38K+ 26.24% |
$276K - $295K
|
21.1K
$1.4M
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.37KNew |
$276K - $294K
|
4.37K
$291K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4.24K+ 8.46% |
$268K - $285K
|
54.3K
$3.62M
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
4.08KNew |
$257K - $274K
|
4.08K
$272K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.02KNew |
$254K - $271K
|
4.02K
$268K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.95K+ 29.99% |
$249K - $266K
|
17.1K
$1.14M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.91KNew |
$247K - $263K
|
3.91K
$261K
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.89KNew |
$245K - $262K
|
3.89K
$259K
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.79KNew |
$239K - $255K
|
3.79K
$253K
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.75K+ 118.18% |
$236K - $252K
|
6.91K
$461K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.67KNew |
$232K - $247K
|
3.67K
$245K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.22KNew |
$203K - $216K
|
3.22K
$214K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.21K+ 15.28% |
$203K - $216K
|
24.2K
$1.61M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.04KNew |
$192K - $205K
|
3.04K
$203K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.95KNew |
$186K - $199K
|
2.95K
$197K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.95K+ 8.06% |
$186K - $198K
|
39.5K
$2.63M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.81K+ 7.82% |
$177K - $189K
|
38.7K
$2.58M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.3K+ 19.7% |
$145K - $154K
|
14K
$930K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.24K+ 9.48% |
$141K - $151K
|
25.8K
$1.72M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.19K+ 3.65% |
$138K - $147K
|
62.1K
$4.14M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.17K+ 7.49% |
$137K - $146K
|
31.1K
$2.07M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 61.01% |
$132K - $141K
|
5.53K
$369K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.09K+ 6.18% |
$132K - $141K
|
35.9K
$2.39M
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.99K+ 23.78% |
$126K - $134K
|
10.4K
$691K
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.96K+ 20.24% |
$124K - $132K
|
11.7K
$777K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.76K+ 5.24% |
$111K - $119K
|
35.4K
$2.36M
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.56K+ 2.09% |
$98.5K - $105K
|
76.2K
$5.08M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 0.77% |
$98.3K - $105K
|
204K
$13.6M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.51K+ 11.73% |
$95.5K - $102K
|
14.4K
$960K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.46KNew |
$92.3K - $98.4K
|
1.46K
$97.5K
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
1.3K+ 1.0% |
$81.7K - $87.1K
|
131K
$8.72M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.1K+ 3.98% |
$69.3K - $73.9K
|
28.7K
$1.91M
|