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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
13,101
shares
|
$864,534
0.41% of portfolio
|
Q3 2024
Added 19.95%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
12,894
shares
|
$850,875
0.02% of portfolio
|
Q3 2024
Added 25.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
12,728
shares
|
$839,920
0.05% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,628
shares
|
$833,321
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
11,656
shares
|
$769,179
0.02% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
11,298
shares
|
$745,555
0.1% of portfolio
|
Q3 2024
Added 28.24%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
11,029
shares
|
$727,803
0.36% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,007
shares
|
$726,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
10,762
shares
|
$710,184
0.23% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,402
shares
|
$686,427
0.11% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
10,352
shares
|
$683,128
0.18% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
10,127
shares
|
$668,280
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
9,699
shares
|
$640,037
0.49% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
9,484
shares
|
$625,849
0.06% of portfolio
|
Q3 2024
Added 27.87%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,331
shares
|
$615,752
0.05% of portfolio
|
Q4 2023
Added 2.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,275
shares
|
$612,057
0.04% of portfolio
|
Q4 2022
Added 2.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
8,840
shares
|
$583,351
0.0% of portfolio
|
Q3 2024
Added 359.7%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
8,790
shares
|
$580,052
0.0% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
8,654
shares
|
$571,077
0.02% of portfolio
|
Q3 2024
Added 53.82%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
8,572
shares
|
$565,666
0.01% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
8,472
shares
|
$559,067
0.04% of portfolio
|
Q3 2024
Reduced 20.58%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,384
shares
|
$553,260
0.07% of portfolio
|
Q3 2024
Reduced 14.27%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
8,019
shares
|
$529,173
0.01% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,826
shares
|
$516,437
0.02% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,725
shares
|
$509,772
0.22% of portfolio
|
Q2 2023
Added 1.1%
|