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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.1K+ 8.12% |
$306K - $338K
|
67.9K
$4.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.87K+ 19.69% |
$293K - $323K
|
29.6K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.79K+ 55.25% |
$288K - $318K
|
13.5K
$926K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.59KNew |
$276K - $304K
|
4.59K
$316K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.54K+ 2.12% |
$272K - $301K
|
219K
$15M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.44K+ 52.58% |
$267K - $294K
|
12.9K
$886K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.38K+ 20.49% |
$263K - $290K
|
25.7K
$1.77M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.35K+ 10.6% |
$261K - $288K
|
45.4K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.23K+ 20.07% |
$254K - $280K
|
25.3K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.92K+ 37.75% |
$235K - $260K
|
14.3K
$983K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.89K+ 8.3% |
$234K - $258K
|
50.8K
$3.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
3.48K+ 15.12% |
$209K - $231K
|
26.5K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.42K+ 8.43% |
$206K - $227K
|
44.1K
$3.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.21K+ 24.38% |
$193K - $213K
|
16.4K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.19KNew |
$192K - $212K
|
3.19K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.19KNew |
$192K - $211K
|
3.19K
$219K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.18K+ 4.15% |
$191K - $210K
|
79.6K
$5.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.04KNew |
$183K - $201K
|
3.04K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.99K+ 22.25% |
$179K - $198K
|
16.4K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.98K+ 0.98% |
$179K - $198K
|
307K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
2.52K+ 12.18% |
$152K - $167K
|
23.2K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.5K+ 2.96% |
$150K - $166K
|
87.1K
$5.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.26K+ 3.14% |
$135K - $149K
|
74.1K
$5.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.2K+ 815.99% |
$132K - $145K
|
2.46K
$169K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.19K+ 6.08% |
$131K - $145K
|
38.1K
$2.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2.11K+ 14.21% |
$127K - $140K
|
17K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.02K+ 3.37% |
$121K - $134K
|
62K
$4.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.89K+ 25.68% |
$114K - $126K
|
9.27K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.57K+ 0.51% |
$94.5K - $104K
|
311K
$21.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.55K+ 10.59% |
$93K - $103K
|
16.2K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.48K+ 26.37% |
$89K - $98.2K
|
7.1K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.46K+ 7.71% |
$87.6K - $96.6K
|
20.4K
$1.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.34K+ 5.6% |
$80.7K - $89K
|
25.3K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.18K+ 0.71% |
$70.9K - $78.2K
|
167K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 1.35% |
$63.2K - $69.7K
|
79.2K
$5.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.03K+ 19.21% |
$62.1K - $68.5K
|
6.42K
$441K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
967+ 8.56% |
$58.1K - $64.1K
|
12.3K
$844K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
865+ 0.64% |
$52K - $57.3K
|
136K
$9.34M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
830+ 9.12% |
$49.8K - $55K
|
9.93K
$683K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
787+ 6.28% |
$47.3K - $52.2K
|
13.3K
$916K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
781+ 10.97% |
$46.9K - $51.8K
|
7.9K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
737+ 0.75% |
$44.3K - $48.8K
|
99K
$6.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
736+ 6.54% |
$44.2K - $48.8K
|
12K
$825K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
722+ 6.35% |
$43.4K - $47.9K
|
12.1K
$831K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
650+ 54.9% |
$39K - $43.1K
|
1.83K
$126K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
647+ 3.89% |
$38.9K - $42.9K
|
17.3K
$1.19M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
609+ 11.37% |
$36.6K - $40.4K
|
5.97K
$410K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
587+ 11.29% |
$35.3K - $38.9K
|
5.79K
$398K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
561+ 0.62% |
$33.7K - $37.2K
|
91.7K
$6.31M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
501+ 6.42% |
$30.1K - $33.2K
|
8.3K
$571K
|