Purchases and Sales Made in Q3 2023 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 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
$142M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
119K+ 137.52% |
$6.2M - $6.48M
|
205K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
87.8K+ 22.28% |
$4.58M - $4.79M
|
482K
$33.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
68K+ 54.53% |
$3.55M - $3.71M
|
193K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.7K+ 4.19% |
$3.37M - $3.53M
|
1.61M
$111M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
55K+ 39.96% |
$2.87M - $3M
|
193K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
44.9KNew |
$2.34M - $2.45M
|
44.9K
$3.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
38KNew |
$1.98M - $2.07M
|
38K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.5KNew |
$1.85M - $1.93M
|
35.5K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.2K+ 289.17% |
$1.68M - $1.76M
|
43.4K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
32K+ 63.7% |
$1.67M - $1.75M
|
82.3K
$5.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
27.1K+ 240.54% |
$1.41M - $1.48M
|
38.4K
$2.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21.1K+ 17.75% |
$1.1M - $1.15M
|
140K
$9.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
18.5KNew |
$964K - $1.01M
|
18.5K
$1.28M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.4KNew |
$957K - $1M
|
18.4K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
17.8KNew |
$929K - $972K
|
17.8K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.9K+ 19.83% |
$827K - $865K
|
95.8K
$6.62M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
13.7KNew |
$713K - $746K
|
13.7K
$944K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.5K+ 210.46% |
$650K - $680K
|
18.4K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
12.3KNew |
$641K - $670K
|
12.3K
$849K
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
11KNew |
$575K - $602K
|
11K
$762K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$561K - $587K
|
10.8K
$743K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$539K - $564K
|
10.3K
$715K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9.06K+ 25.06% |
$473K - $494K
|
45.2K
$3.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.95K+ 15.56% |
$467K - $488K
|
66.5K
$4.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.41K+ 109.61% |
$438K - $459K
|
16.1K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.35K+ 619.58% |
$436K - $456K
|
9.7K
$670K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.38K+ 37.39% |
$333K - $348K
|
23.5K
$1.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.26K+ 7.57% |
$326K - $341K
|
88.9K
$6.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.69K+ 2.37% |
$297K - $310K
|
246K
$17M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.64K+ 6.09% |
$294K - $307K
|
98.1K
$6.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.59K+ 24.21% |
$291K - $305K
|
28.7K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.45K+ 60.17% |
$284K - $297K
|
14.5K
$1M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.35K+ 6.68% |
$279K - $292K
|
85.5K
$5.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.82KNew |
$251K - $263K
|
4.82K
$333K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.65K+ 2.67% |
$243K - $254K
|
179K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.44K+ 28.73% |
$232K - $242K
|
19.9K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.29K+ 9.82% |
$224K - $234K
|
48K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.15K+ 28.62% |
$217K - $226K
|
18.7K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.15K+ 5.31% |
$216K - $226K
|
82.3K
$5.69M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.15KNew |
$216K - $226K
|
4.15K
$286K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.77KNew |
$197K - $206K
|
3.77K
$260K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.52K+ 98.57% |
$184K - $192K
|
7.09K
$490K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.41K+ 19.33% |
$178K - $186K
|
21.1K
$1.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.04K+ 27.61% |
$158K - $166K
|
14K
$969K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2.8K+ 257.26% |
$146K - $153K
|
3.89K
$268K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
2.59K+ 4.51% |
$135K - $141K
|
59.9K
$4.14M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.37K+ 1.37% |
$124K - $129K
|
175K
$12.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.17KNew |
$113K - $118K
|
2.17K
$150K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2K+ 2.76% |
$104K - $109K
|
74.4K
$5.14M
|