Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
579K+ 29.37% |
$34.8M - $38.4M
|
2.55M
$175M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
231K+ 10.57% |
$13.9M - $15.3M
|
2.42M
$166M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
210K+ 45.19% |
$12.6M - $13.9M
|
673K
$46.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
117KNew |
$7M - $7.73M
|
117K
$8.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
106K+ 81.77% |
$6.38M - $7.04M
|
236K
$16.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
103K+ 4.56% |
$6.19M - $6.84M
|
2.36M
$163M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
69.4K+ 47.3% |
$4.17M - $4.6M
|
216K
$14.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.7K+ 8.55% |
$2.74M - $3.03M
|
580K
$39.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44.6K+ 12.05% |
$2.68M - $2.96M
|
415K
$28.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.5K+ 7.58% |
$2.67M - $2.95M
|
631K
$43.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
41.3KNew |
$2.48M - $2.73M
|
41.3K
$2.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
36K+ 204.87% |
$2.16M - $2.39M
|
53.6K
$3.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
30.7KNew |
$1.84M - $2.04M
|
30.7K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
28.5K+ 18.21% |
$1.71M - $1.89M
|
185K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
26.3K+ 32.09% |
$1.58M - $1.74M
|
108K
$7.43M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
24.6K+ 10.37% |
$1.48M - $1.63M
|
262K
$18M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.3K+ 610.13% |
$1.34M - $1.48M
|
25.9K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
22.2KNew |
$1.33M - $1.47M
|
22.2K
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.7K+ 28.17% |
$1.3M - $1.44M
|
98.7K
$6.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.3K+ 9.76% |
$1.28M - $1.41M
|
240K
$16.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
20.3K+ 105.68% |
$1.22M - $1.35M
|
39.5K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.2K+ 57.66% |
$1.21M - $1.34M
|
55.3K
$3.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19.2K+ 9.61% |
$1.15M - $1.27M
|
219K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.6K+ 41.0% |
$939K - $1.04M
|
53.8K
$3.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.8K+ 8.83% |
$829K - $915K
|
170K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
13.3K+ 297.45% |
$799K - $882K
|
17.8K
$1.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 0.21% |
$762K - $841K
|
6.14M
$422M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.9KNew |
$714K - $788K
|
11.9K
$818K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.8K+ 5.85% |
$711K - $785K
|
214K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.6K+ 157.8% |
$695K - $767K
|
18.9K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.4K+ 46.95% |
$687K - $758K
|
35.8K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.95K+ 578.78% |
$537K - $593K
|
10.5K
$722K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
8.5KNew |
$510K - $563K
|
8.5K
$584K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.63KNew |
$458K - $505K
|
7.63K
$524K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.07K+ 104.19% |
$424K - $468K
|
13.8K
$952K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.01K+ 11.43% |
$421K - $464K
|
68.3K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.95K+ 8.84% |
$417K - $460K
|
85.5K
$5.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.69K+ 9.58% |
$402K - $443K
|
76.5K
$5.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.5K+ 189.06% |
$390K - $431K
|
9.94K
$684K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
6.5K+ 11.24% |
$390K - $431K
|
64.3K
$4.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.47K+ 12.86% |
$389K - $429K
|
56.8K
$3.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.22KNew |
$374K - $413K
|
6.22K
$428K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.16K+ 9.4% |
$370K - $408K
|
71.7K
$4.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.66KNew |
$340K - $375K
|
5.66K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.5K+ 11.72% |
$330K - $364K
|
52.4K
$3.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.45K+ 1.29% |
$327K - $361K
|
427K
$29.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.31K+ 660.65% |
$319K - $352K
|
6.11K
$420K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.3K+ 16.82% |
$318K - $351K
|
36.8K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
5.2KNew |
$312K - $344K
|
5.2K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.19KNew |
$312K - $344K
|
5.19K
$357K
|