Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.33K+ 8.7% |
$374K - $400K
|
79.1K
$5.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.24KNew |
$368K - $394K
|
6.24K
$406K
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6.1K+ 17.55% |
$360K - $385K
|
40.9K
$2.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.9K+ 117.35% |
$348K - $373K
|
10.9K
$711K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
5.89K+ 24.44% |
$348K - $372K
|
30K
$1.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.89KNew |
$348K - $372K
|
5.89K
$383K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.78KNew |
$341K - $365K
|
5.78K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.68K+ 7.16% |
$336K - $359K
|
85.1K
$5.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.62K+ 87.18% |
$332K - $355K
|
12.1K
$785K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.58K+ 10.08% |
$330K - $353K
|
61K
$3.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5.55K+ 10.95% |
$328K - $350K
|
56.2K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.5K+ 31.16% |
$325K - $348K
|
23.2K
$1.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
5.25K+ 5.89% |
$310K - $332K
|
94.4K
$6.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.28K+ 27.27% |
$253K - $271K
|
20K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
4.08K+ 5.98% |
$241K - $258K
|
72.3K
$4.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.99K+ 12.45% |
$236K - $252K
|
36K
$2.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.93K+ 19.05% |
$232K - $249K
|
24.6K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.74K+ 12.04% |
$221K - $237K
|
34.8K
$2.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.6KNew |
$212K - $227K
|
3.6K
$234K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.53K+ 34.45% |
$209K - $223K
|
13.8K
$897K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.46KNew |
$204K - $219K
|
3.46K
$225K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.38K+ 35.1% |
$200K - $214K
|
13K
$847K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.34KNew |
$197K - $211K
|
3.34K
$217K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.26KNew |
$193K - $206K
|
3.26K
$212K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.19K+ 2.18% |
$188K - $201K
|
150K
$9.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.01K+ 17.68% |
$178K - $190K
|
20K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.67K+ 3.01% |
$158K - $169K
|
91.5K
$5.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.67K+ 30.9% |
$158K - $169K
|
11.3K
$736K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
2.6K+ 2.05% |
$153K - $164K
|
129K
$8.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.58K+ 19.66% |
$153K - $163K
|
15.7K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.39K+ 1.34% |
$141K - $151K
|
180K
$11.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.35K+ 4.73% |
$138K - $148K
|
52K
$3.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.22K+ 16.92% |
$131K - $141K
|
15.4K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.16K+ 3.89% |
$127K - $136K
|
57.6K
$3.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.13K+ 27.78% |
$126K - $134K
|
9.78K
$637K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.11K+ 47.49% |
$125K - $133K
|
6.56K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.79K+ 19.05% |
$106K - $113K
|
11.2K
$728K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.78K+ 1.33% |
$105K - $112K
|
136K
$8.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.63K+ 15.98% |
$96.4K - $103K
|
11.8K
$771K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.63K+ 18.77% |
$96.1K - $103K
|
10.3K
$671K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 7.36% |
$92.3K - $98.8K
|
22.8K
$1.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.51K+ 53.83% |
$88.9K - $95.1K
|
4.3K
$280K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.35KNew |
$79.6K - $85.1K
|
1.35K
$87.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34KNew |
$79.3K - $84.8K
|
1.34K
$87.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.33K+ 31.08% |
$78.8K - $84.3K
|
5.63K
$366K
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.3K+ 2.93% |
$76.6K - $82K
|
45.5K
$2.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.28K+ 1.33% |
$75.3K - $80.6K
|
97.3K
$6.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.13K+ 5.44% |
$67K - $71.7K
|
22K
$1.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.09K+ 4.79% |
$64.4K - $68.9K
|
23.9K
$1.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.08K+ 53.02% |
$63.8K - $68.3K
|
3.12K
$203K
|