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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
523+ 184.15% |
$31.8K - $33.4K
|
807
$53.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
477+ 2.39% |
$29K - $30.4K
|
20.5K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
358New |
$21.7K - $22.8K
|
358
$23.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
307+ 0.51% |
$18.6K - $19.6K
|
60.3K
$4.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
286New |
$17.4K - $18.2K
|
286
$19.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
86+ 0.83% |
$5.22K - $5.49K
|
10.4K
$693K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 0.63% |
$4.86K - $5.1K
|
12.7K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
59+ 1.45% |
$3.58K - $3.76K
|
4.14K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
40New |
$2.43K - $2.55K
|
40
$2.67K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
16New |
$972 - $1.02K
|
16
$1.07K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.54% |
$60.7 - $63.8
|
186
$12.4K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7.6KNew |
$449K - $480K
|
7.6K
$506K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.13K+ 5.44% |
$67K - $71.7K
|
22K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
540+ 1.97% |
$31.9K - $34.1K
|
28K
$1.87M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
357New |
$21.1K - $22.6K
|
357
$23.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
256New |
$15.1K - $16.2K
|
256
$17.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
237New |
$14K - $15K
|
237
$15.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
196+ 288.24% |
$11.6K - $12.4K
|
264
$17.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
45New |
$2.66K - $2.84K
|
45
$3K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42New |
$2.48K - $2.65K
|
42
$2.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
21+ 0.59% |
$1.24K - $1.33K
|
3.58K
$239K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.8K+ 52.01% |
$832K - $914K
|
43.3K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7K+ 61.67% |
$598K - $657K
|
27.9K
$1.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.23K+ 10.96% |
$237K - $261K
|
42.8K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.38KNew |
$189K - $208K
|
3.38K
$225K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.21K+ 5.04% |
$124K - $136K
|
46.1K
$3.07M
|
|
|
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
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
678New |
$38K - $41.8K
|
678
$45.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
414+ 1.84% |
$23.2K - $25.5K
|
22.9K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
115+ 21.5% |
$6.45K - $7.09K
|
650
$43.3K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
9.77K+ 25.72% |
$510K - $557K
|
47.8K
$3.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.11KNew |
$214K - $234K
|
4.11K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.79KNew |
$198K - $216K
|
3.79K
$253K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
243+ 2.67% |
$12.7K - $13.9K
|
9.33K
$622K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
174+ 511.76% |
$9.08K - $9.92K
|
208
$13.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$5.22K - $5.7K
|
100
$6.66K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
60New |
$3.13K - $3.42K
|
60
$4K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.77KNew |
$197K - $206K
|
3.77K
$251K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117New |
$6.1K - $6.38K
|
117
$7.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
75New |
$3.91K - $4.09K
|
75
$5K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
54.1KNew |
$2.75M - $2.86M
|
54.1K
$3.61M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
11.3KNew |
$576K - $598K
|
11.3K
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.42K+ 21.74% |
$72K - $74.8K
|
7.93K
$528K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
400New |
$20.3K - $21.1K
|
400
$26.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
384New |
$19.5K - $20.3K
|
384
$25.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
118New |
$6K - $6.23K
|
118
$7.86K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
84+ 1.1% |
$4.27K - $4.43K
|
7.73K
$515K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
84+ 1.1% |
$4.27K - $4.43K
|
7.73K
$515K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.99K+ 3.71% |
$144K - $152K
|
83.4K
$5.56M
|
|