Purchases and Sales Made in Q1 2023 in First Tr Long/Short Equity ETF (FTLS)

FTLS Quotes by TradingView

This table provides information about the institutional ownership of First Tr Long/Short Equity ETF (FTLS) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR LONG/SHORT EQUITY ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 14, 2023 Q1 2023
Sweet Financial Partners, LLC

BUY
 -
176K
New
$8.53M - $8.96M
176K $11.5M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
123K
+ 216.9%
$5.94M - $6.24M
180K $11.7M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
59.3K
+ 37.43%
$2.87M - $3.01M
218K $14.2M
May 04, 2023 Q1 2023
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
54.4K
+ 138.84%
$2.63M - $2.77M
93.6K $6.09M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
50.1K
+ 3.13%
$2.42M - $2.55M
1.65M $107M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
50K
+ 93.16%
$2.42M - $2.54M
104K $6.75M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
48.3K
+ 6.33%
$2.33M - $2.45M
811K $52.8M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
35.2K
+ 483.37%
$1.7M - $1.79M
42.5K $2.77M
Apr 04, 2023 Q1 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
31K
New
$1.5M - $1.58M
31K $2.02M
Apr 18, 2023 Q1 2023
Tap Consulting, LLC

BUY
 -
29.7K
New
$1.44M - $1.51M
29.7K $1.93M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
19.5K
New
$942K - $990K
19.5K $1.27M
Apr 25, 2023 Q1 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
15.1K
+ 268.7%
$732K - $769K
20.8K $1.35M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
14.6K
+ 3.7%
$707K - $743K
410K $26.7M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
14.5K
+ 18.77%
$702K - $738K
91.9K $5.98M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
14.2K
+ 132.21%
$689K - $724K
25K $1.63M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
13.7K
New
$663K - $697K
13.7K $894K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
12.7K
+ 26.85%
$615K - $646K
60.1K $3.91M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
9.83K
+ 4.91%
$475K - $499K
210K $13.7M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
9.37K
New
$453K - $476K
9.37K $610K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
9.17K
+ 127.61%
$443K - $466K
16.4K $1.06M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.24K
New
$253K - $266K
5.24K $341K
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
4.99K
New
$241K - $254K
4.99K $325K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4.86K
+ 831.34%
$235K - $247K
5.44K $354K
May 12, 2023 Q1 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
4.61K
New
$223K - $234K
4.61K $300K
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
4.45K
New
$215K - $226K
4.45K $290K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
4.12K
New
$199K - $209K
4.12K $268K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
4.03K
New
$195K - $205K
4.03K $262K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3.88K
+ 10.75%
$188K - $197K
40K $2.6M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
3.24K
New
$157K - $165K
3.24K $211K
Jun 21, 2023 Q1 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
2.99K
+ 3.71%
$144K - $152K
83.4K $5.43M
May 10, 2023 Q1 2023
Cardinal Point Wealth Management Partners, LLC

BUY
 -
2.99K
+ 3.71%
$144K - $152K
83.4K $5.43M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
2.71K
+ 6.88%
$131K - $137K
42K $2.73M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.42K
+ 39.47%
$117K - $123K
8.55K $556K
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
2.2K
+ 13.77%
$106K - $112K
18.2K $1.18M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.89K
+ 2.07%
$91.2K - $95.8K
92.9K $6.04M
May 03, 2023 Q1 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
1.82K
+ 2.82%
$88K - $92.5K
66.4K $4.32M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.73K
+ 10.08%
$83.7K - $88K
18.9K $1.23M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.68K
+ 4.63%
$81K - $85.1K
37.9K $2.46M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.18K
+ 567.31%
$57K - $60K
1.39K $90.4K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
982
+ 145.48%
$47.5K - $49.9K
1.66K $108K
May 03, 2023 Q1 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
965
+ 1.76%
$46.6K - $49K
55.9K $3.64M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
907
New
$43.8K - $46.1K
907 $59K
Apr 19, 2023 Q1 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
716
+ 16.49%
$34.6K - $36.4K
5.06K $329K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
703
+ 6.45%
$34K - $35.7K
11.6K $755K
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
641
+ 3.13%
$31K - $32.6K
21.1K $1.38M
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
600
New
$29K - $30.5K
600 $39.1K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
497
+ 0.93%
$24K - $25.3K
53.9K $3.51M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
400
New
$19.3K - $20.3K
400 $26K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
370
+ 2.34%
$17.9K - $18.8K
16.2K $1.05M

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