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 213 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,995
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2024
Added 5.44%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
21,670
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
21,428
shares
|
$1.41 Million
0.72% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
20,904
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2024
Added 252.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
20,624
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Added 192.08%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,465
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
19,846
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Reduced 94.18%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
19,594
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
18,925
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
18,231
shares
|
$1.2 Million
0.61% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
17,191
shares
|
$1.13 Million
0.54% of portfolio
|
Q3 2024
Reduced 52.71%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,041
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 30.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,730
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
16,719
shares
|
$1.1 Million
0.36% of portfolio
|
Q3 2024
Reduced 33.43%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
16,686
shares
|
$1.1 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
16,672
shares
|
$1.1 Million
0.28% of portfolio
|
Q3 2024
Reduced 30.01%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
16,490
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
16,199
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
14,963
shares
|
$987,408
0.09% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,647
shares
|
$966,555
0.0% of portfolio
|
Q3 2024
Reduced 63.65%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
14,277
shares
|
$942,139
0.16% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
14,029
shares
|
$925,773
0.06% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
13,749
shares
|
$907,296
0.05% of portfolio
|
Q3 2024
Added 21.56%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
13,178
shares
|
$869,616
0.31% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
13,174
shares
|
$869,352
0.09% of portfolio
|
Q3 2024
Added 35.59%
|