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 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.45KNew |
$249K - $274K
|
4.45K
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.23K+ 10.96% |
$237K - $261K
|
42.8K
$2.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.19K+ 4.56% |
$235K - $258K
|
96K
$6.6M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4K+ 20.31% |
$224K - $247K
|
23.7K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.64K+ 13.25% |
$204K - $224K
|
31.1K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.38KNew |
$189K - $208K
|
3.38K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.19K+ 48.22% |
$179K - $197K
|
9.8K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 22.5% |
$175K - $193K
|
17K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.6K+ 12.07% |
$146K - $160K
|
24.1K
$1.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.49K+ 248800.0% |
$140K - $153K
|
2.49K
$171K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.46K+ 10.26% |
$138K - $151K
|
26.4K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.38K+ 0.65% |
$133K - $146K
|
369K
$25.4M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.24K+ 27.98% |
$126K - $138K
|
10.3K
$705K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.21K+ 5.04% |
$124K - $136K
|
46.1K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.08K+ 8.86% |
$117K - $128K
|
25.6K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.05K+ 4.31% |
$115K - $126K
|
49.6K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.99K+ 11.13% |
$111K - $122K
|
19.8K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 7.36% |
$106K - $117K
|
27.7K
$1.9M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.79K+ 1.38% |
$101K - $110K
|
132K
$9.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.76K+ 9.29% |
$98.5K - $108K
|
20.6K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.68K+ 44.09% |
$94K - $103K
|
5.48K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.62K+ 28.13% |
$91.1K - $100K
|
7.39K
$508K
|
|
|
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
$314K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.49K+ 6.98% |
$83.3K - $91.6K
|
22.8K
$1.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.45K+ 4.75% |
$81.3K - $89.3K
|
32K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 2.68% |
$81K - $89K
|
55.4K
$3.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.29K+ 7.73% |
$72.6K - $79.7K
|
18K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.17K+ 3.49% |
$65.8K - $72.3K
|
34.8K
$2.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 100.0% |
$56.1K - $61.7K
|
2K
$138K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
825+ 4.13% |
$46.3K - $50.9K
|
20.8K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
813+ 4.73% |
$45.6K - $50.1K
|
18K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
699New |
$39.2K - $43.1K
|
699
$48.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
678New |
$38K - $41.8K
|
678
$46.6K
|
|
|
Aug 13, 2025
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
479+ 5.8% |
$26.9K - $29.5K
|
8.74K
$601K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
436+ 5.31% |
$24.5K - $26.9K
|
8.64K
$594K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
428+ 0.24% |
$24K - $26.4K
|
178K
$12.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
414+ 1.84% |
$23.2K - $25.5K
|
22.9K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
378+ 1.03% |
$21.2K - $23.3K
|
37.2K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
374New |
$21K - $23.1K
|
374
$25.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
266New |
$14.9K - $16.4K
|
266
$18.3K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
155+ 271.93% |
$8.7K - $9.56K
|
212
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
115+ 21.5% |
$6.45K - $7.09K
|
650
$44.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
84+ 0.74% |
$4.71K - $5.18K
|
11.4K
$785K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
82New |
$4.6K - $5.06K
|
82
$5.64K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
81+ 0.74% |
$4.54K - $4.99K
|
11K
$759K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
77+ 0.69% |
$4.32K - $4.75K
|
11.3K
$774K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
68New |
$3.82K - $4.19K
|
68
$4.68K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
55+ 1.57% |
$3.09K - $3.39K
|
3.56K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
52+ 0.3% |
$2.92K - $3.21K
|
17.6K
$1.21M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
45New |
$2.52K - $2.77K
|
45
$3.1K
|