Purchases and Sales Made in Q1 2024 in First Tr Long/Short Equity ETF (FTLS)
This table provides information about the institutional ownership of First Tr Long/Short Equity ETF (FTLS) during Q1 2024. 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 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.23K+ 10.96% |
$237K - $261K
|
42.8K
$2.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.19K+ 4.56% |
$235K - $258K
|
96K
$6.4M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4K+ 20.31% |
$224K - $247K
|
23.7K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.64K+ 13.25% |
$204K - $224K
|
31.1K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.38KNew |
$189K - $208K
|
3.38K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.19K+ 48.22% |
$179K - $197K
|
9.8K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 22.5% |
$175K - $193K
|
17K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.6K+ 12.07% |
$146K - $160K
|
24.1K
$1.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.49K+ 248800.0% |
$140K - $153K
|
2.49K
$166K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.46K+ 10.26% |
$138K - $151K
|
26.4K
$1.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.38K+ 0.65% |
$133K - $146K
|
369K
$24.6M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.24K+ 27.98% |
$126K - $138K
|
10.3K
$683K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.21K+ 5.04% |
$124K - $136K
|
46.1K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.08K+ 8.86% |
$117K - $128K
|
25.6K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.05K+ 4.31% |
$115K - $126K
|
49.6K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.99K+ 11.13% |
$111K - $122K
|
19.8K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 7.36% |
$106K - $117K
|
27.7K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.76K+ 9.29% |
$98.5K - $108K
|
20.6K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.68K+ 44.09% |
$94K - $103K
|
5.48K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.62K+ 28.13% |
$91.1K - $100K
|
7.39K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.51K+ 49.56% |
$84.8K - $93.2K
|
4.56K
$304K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.49K+ 6.98% |
$83.3K - $91.6K
|
22.8K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.45K+ 4.75% |
$81.3K - $89.3K
|
32K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 2.68% |
$81K - $89K
|
55.4K
$3.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.29K+ 7.73% |
$72.6K - $79.7K
|
18K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.17K+ 3.49% |
$65.8K - $72.3K
|
34.8K
$2.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 100.0% |
$56.1K - $61.7K
|
2K
$133K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
825+ 4.13% |
$46.3K - $50.9K
|
20.8K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
813+ 4.73% |
$45.6K - $50.1K
|
18K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
699New |
$39.2K - $43.1K
|
699
$46.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
678New |
$38K - $41.8K
|
678
$45.2K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
436+ 5.31% |
$24.5K - $26.9K
|
8.64K
$576K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
428+ 0.24% |
$24K - $26.4K
|
178K
$11.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
414+ 1.84% |
$23.2K - $25.5K
|
22.9K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
378+ 1.03% |
$21.2K - $23.3K
|
37.2K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
374New |
$21K - $23.1K
|
374
$24.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
266New |
$14.9K - $16.4K
|
266
$17.7K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
155+ 271.93% |
$8.7K - $9.56K
|
212
$14.1K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
115+ 21.5% |
$6.45K - $7.09K
|
650
$43.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
84+ 0.74% |
$4.71K - $5.18K
|
11.4K
$760K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
82New |
$4.6K - $5.06K
|
82
$5.46K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
81+ 0.74% |
$4.54K - $4.99K
|
11K
$735K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
77+ 0.69% |
$4.32K - $4.75K
|
11.3K
$750K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
68New |
$3.82K - $4.19K
|
68
$4.53K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
55+ 1.57% |
$3.09K - $3.39K
|
3.56K
$237K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
52+ 0.3% |
$2.92K - $3.21K
|
17.6K
$1.18M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
45New |
$2.52K - $2.77K
|
45
$3K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45+ 1.75% |
$2.52K - $2.77K
|
2.61K
$174K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$1.91K - $2.1K
|
34
$2.27K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 0.94% |
$1.07K - $1.17K
|
2.04K
$136K
|