Institutional Ownership First Tr Long/Short Equity ETF (FTLS)
This table provides information about the institutional ownership of First Tr Long/Short Equity ETF (FTLS). We have compiled data on the 211 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
120,174
shares
|
$7.89 Million
1.27% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
120,162
shares
|
$7.89 Million
0.94% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
107,812
shares
|
$7.08 Million
0.07% of portfolio
|
Q3 2024
Added 17.82%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
106,628
shares
|
$7 Million
1.97% of portfolio
|
Q3 2024
Added 34.8%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
105,870
shares
|
$6.95 Million
0.42% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
103,923
shares
|
$6.82 Million
0.77% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
95,552
shares
|
$6.27 Million
4.36% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
93,604
shares
|
$6.14 Million
3.25% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
92,307
shares
|
$6.06 Million
0.94% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
88,090
shares
|
$5.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
84,703
shares
|
$5.56 Million
1.91% of portfolio
|
Q3 2024
Reduced 20.92%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
84,112
shares
|
$5.52 Million
0.36% of portfolio
|
Q3 2024
Added 19.79%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
83,440
shares
|
$5.48 Million
1.29% of portfolio
|
Q1 2023
Added 3.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
81,396
shares
|
$5.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
80,561
shares
|
$5.29 Million
0.01% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
80,514
shares
|
$5.28 Million
0.29% of portfolio
|
Q3 2024
Added 212.21%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
74,677
shares
|
$4.9 Million
3.84% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
69,882
shares
|
$4.59 Million
2.46% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
66,443
shares
|
$4.36 Million
0.06% of portfolio
|
Q3 2024
Added 35.18%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
64,677
shares
|
$4.24 Million
3.75% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
63,829
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
63,214
shares
|
$4.15 Million
2.76% of portfolio
|
Q3 2024
Added 21.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
62,902
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
61,347
shares
|
$4.03 Million
2.27% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
60,293
shares
|
$3.96 Million
0.54% of portfolio
|
Q3 2024
Added 0.51%
|