Purchases and Sales Made in Q3 2023 in First Tr Long/Short Equity ETF (FTLS)

FTLS Quotes by TradingView

This table provides information about the institutional ownership of First Tr Long/Short Equity ETF (FTLS) during Q3 2023. 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
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
172K
+ 9.14%
$8.96M - $9.37M
2.05M $134M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
119K
+ 137.52%
$6.2M - $6.48M
205K $13.4M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
87.8K
+ 22.28%
$4.58M - $4.79M
482K $31.4M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
68K
+ 54.53%
$3.55M - $3.71M
193K $12.5M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
64.7K
+ 4.19%
$3.37M - $3.53M
1.61M $105M
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
55K
+ 39.96%
$2.87M - $3M
193K $12.5M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
44.9K
New
$2.34M - $2.45M
44.9K $2.92M
Oct 20, 2023 Q3 2023
Avestar Capital, LLC

BUY
 -
38K
New
$1.98M - $2.07M
38K $2.47M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
35.5K
New
$1.85M - $1.93M
35.5K $2.31M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
32.2K
+ 289.17%
$1.68M - $1.76M
43.4K $2.82M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
27.1K
+ 240.54%
$1.41M - $1.48M
38.4K $2.5M
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
21.1K
+ 17.75%
$1.1M - $1.15M
140K $9.12M
Nov 13, 2023 Q3 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
18.5K
New
$964K - $1.01M
18.5K $1.2M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
18.4K
New
$957K - $1M
18.4K $1.19M
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

BUY
 -
17.8K
New
$929K - $972K
17.8K $1.16M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
15.9K
+ 19.83%
$827K - $865K
95.8K $6.24M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
13.7K
New
$713K - $746K
13.7K $890K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
12.5K
+ 210.46%
$650K - $680K
18.4K $1.2M
Nov 14, 2023 Q3 2023
Harvest Investment Services, LLC

BUY
 -
12.3K
New
$641K - $670K
12.3K $800K
Oct 24, 2023 Q3 2023
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
11K
New
$575K - $602K
11K $718K
Nov 13, 2023 Q3 2023
Viawealth, LLC

Overland Park, KS
BUY
 -
10.8K
New
$561K - $587K
10.8K $700K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
10.3K
New
$539K - $564K
10.3K $673K
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

BUY
 -
9.06K
+ 25.06%
$473K - $494K
45.2K $2.94M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
8.95K
+ 15.56%
$467K - $488K
66.5K $4.33M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
8.41K
+ 109.61%
$438K - $459K
16.1K $1.05M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
8.35K
+ 619.58%
$436K - $456K
9.7K $631K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.38K
+ 37.39%
$333K - $348K
23.5K $1.53M
Oct 19, 2023 Q3 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
6.26K
+ 7.57%
$326K - $341K
88.9K $5.79M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
5.69K
+ 2.37%
$297K - $310K
246K $16M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
5.64K
+ 6.09%
$294K - $307K
98.1K $6.39M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
5.59K
+ 24.21%
$291K - $305K
28.7K $1.87M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
5.45K
+ 60.17%
$284K - $297K
14.5K $945K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
5.35K
+ 6.68%
$279K - $292K
85.5K $5.56M
Oct 10, 2023 Q3 2023
Richard P Slaughter Associates Inc

BUY
 -
4.82K
New
$251K - $263K
4.82K $314K
Oct 23, 2023 Q3 2023
Sweet Financial Partners, LLC

BUY
 -
4.65K
+ 2.67%
$243K - $254K
179K $11.6M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.44K
+ 28.73%
$232K - $242K
19.9K $1.3M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.29K
+ 9.82%
$224K - $234K
48K $3.12M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.15K
+ 28.62%
$217K - $226K
18.7K $1.21M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.15K
+ 5.31%
$216K - $226K
82.3K $5.36M
Nov 13, 2023 Q3 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
4.15K
New
$216K - $226K
4.15K $270K
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
3.77K
New
$197K - $206K
3.77K $245K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.52K
+ 98.57%
$184K - $192K
7.09K $461K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
3.41K
+ 19.33%
$178K - $186K
21.1K $1.37M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
3.04K
+ 27.61%
$158K - $166K
14K $913K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
2.8K
+ 257.26%
$146K - $153K
3.89K $253K
Oct 24, 2023 Q3 2023
Acas, LLC

BUY
 -
2.59K
+ 4.51%
$135K - $141K
59.9K $3.9M
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

BUY
 -
2.37K
+ 1.37%
$124K - $129K
175K $11.4M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
2.17K
New
$113K - $118K
2.17K $141K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2K
+ 2.76%
$104K - $109K
74.4K $4.84M

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