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 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.99K+ 3.71% |
$144K - $152K
|
83.4K
$5.56M
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
600New |
$29K - $30.5K
|
600
$40K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
208New |
$10.1K - $10.6K
|
208
$13.9K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26New |
$1.26K - $1.32K
|
26
$1.73K
|
|
Q4 2022 | |||||||
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
27.9KNew |
$1.31M - $1.42M
|
27.9K
$1.86M
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.41KNew |
$66.2K - $72K
|
1.41K
$94K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
762+ 100.0% |
$35.8K - $38.9K
|
1.52K
$102K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
687New |
$32.3K - $35K
|
687
$45.8K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
605New |
$28.4K - $30.9K
|
605
$40.3K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
487+ 43.21% |
$22.9K - $24.8K
|
1.61K
$108K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
201+ 2.22% |
$9.44K - $10.3K
|
9.28K
$618K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
19New |
$892 - $969
|
19
$1.27K
|
|
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
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.47KNew |
$444K - $485K
|
9.47K
$631K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.83K+ 14.86% |
$179K - $196K
|
29.6K
$1.97M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
949New |
$44.4K - $48.6K
|
949
$63.2K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
285+ 5.4% |
$13.3K - $14.6K
|
5.56K
$371K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
26New |
$1.22K - $1.33K
|
26
$1.73K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.58KNew |
$217K - $237K
|
4.58K
$305K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24New |
$1.14K - $1.24K
|
24
$1.6K
|
|
Q4 2019 | |||||||
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13.9KNew |
$561K - $597K
|
13.9K
$926K
|
|
Q3 2019 | |||||||
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.36% |
$39.8 - $41.3
|
275
$18.3K
|
|
Q4 2018 | |||||||
Jan 24, 2019
Q4 2018
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.1KNew |
$39.5K - $44.6K
|
1.1K
$73.4K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.82KNew |
$382K - $401K
|
9.82K
$655K
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
575New |
$22.4K - $23.5K
|
575
$38.3K
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
390New |
$14.9K - $15.6K
|
390
$26K
|
|
Q1 2018 | |||||||
Apr 25, 2018
Q1 2018
|
Lvz, Inc.
|
BUY
|
- |
340+ 1.77% |
$13K - $14.2K
|
19.5K
$1.3M
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$36.8 - $37.1
|
1
$66.6
|