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 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 7.36% |
$106K - $117K
|
27.7K
$1.83M
|
|
|
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
$44.9K
|
|
|
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 | |||||||
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
9.77K+ 25.72% |
$510K - $557K
|
47.8K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.11KNew |
$214K - $234K
|
4.11K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.79KNew |
$198K - $216K
|
3.79K
$251K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
243+ 2.67% |
$12.7K - $13.9K
|
9.33K
$618K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
174+ 511.76% |
$9.08K - $9.92K
|
208
$13.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$5.22K - $5.7K
|
100
$6.62K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.77KNew |
$197K - $206K
|
3.77K
$250K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117New |
$6.1K - $6.38K
|
117
$7.75K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
75New |
$3.91K - $4.09K
|
75
$4.97K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
54.1KNew |
$2.75M - $2.86M
|
54.1K
$3.58M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
11.3KNew |
$576K - $598K
|
11.3K
$750K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
400New |
$20.3K - $21.1K
|
400
$26.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
384New |
$19.5K - $20.3K
|
384
$25.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
118New |
$6K - $6.23K
|
118
$7.82K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
84+ 1.1% |
$4.27K - $4.43K
|
7.73K
$512K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
84+ 1.1% |
$4.27K - $4.43K
|
7.73K
$512K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.99K+ 3.71% |
$144K - $152K
|
83.4K
$5.53M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.99K+ 3.71% |
$144K - $152K
|
83.4K
$5.53M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
600New |
$29K - $30.5K
|
600
$39.7K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
208New |
$10.1K - $10.6K
|
208
$13.8K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26New |
$1.26K - $1.32K
|
26
$1.72K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
27.9KNew |
$1.31M - $1.42M
|
27.9K
$1.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.41KNew |
$66.2K - $72K
|
1.41K
$93.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
762+ 100.0% |
$35.8K - $38.9K
|
1.52K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
687New |
$32.3K - $35K
|
687
$45.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
605New |
$28.4K - $30.9K
|
605
$40.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
487+ 43.21% |
$22.9K - $24.8K
|
1.61K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
201+ 2.22% |
$9.44K - $10.3K
|
9.28K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
19New |
$892 - $969
|
19
$1.26K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17New |
$798 - $867
|
17
$1.13K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
23.5KNew |
$1.1M - $1.21M
|
23.5K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.47KNew |
$444K - $485K
|
9.47K
$627K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.83K+ 14.86% |
$179K - $196K
|
29.6K
$1.96M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
949New |
$44.4K - $48.6K
|
949
$62.9K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
285+ 5.4% |
$13.3K - $14.6K
|
5.56K
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
26New |
$1.22K - $1.33K
|
26
$1.72K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.58KNew |
$217K - $237K
|
4.58K
$303K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24New |
$1.14K - $1.24K
|
24
$1.59K
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13.9KNew |
$561K - $597K
|
13.9K
$920K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.36% |
$39.8 - $41.3
|
275
$18.2K
|
|
| Q4 2018 | |||||||
|
Jan 24, 2019
Q4 2018
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.1KNew |
$39.5K - $44.6K
|
1.1K
$72.9K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.82KNew |
$382K - $401K
|
9.82K
$651K
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
575New |
$22.4K - $23.5K
|
575
$38.1K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
390New |
$14.9K - $15.6K
|
390
$25.8K
|
|
| Q1 2018 | |||||||
|
Apr 25, 2018
Q1 2018
|
Lvz, Inc.
|
BUY
|
- |
340+ 1.77% |
$13K - $14.2K
|
19.5K
$1.29M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$36.8 - $37.1
|
1
$66.2
|
|