Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
6.7K+ 24.74% |
$407K - $428K
|
33.8K
$2.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.59K+ 4.86% |
$400K - $421K
|
142K
$9.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
6.56KNew |
$398K - $418K
|
6.56K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.4K+ 8.63% |
$389K - $409K
|
80.6K
$5.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.26K+ 10.87% |
$380K - $399K
|
63.8K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.69K+ 2.89% |
$346K - $363K
|
202K
$13.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.62KNew |
$342K - $359K
|
5.62K
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5.4KNew |
$328K - $344K
|
5.4K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.38KNew |
$327K - $343K
|
5.38K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.29K+ 11.62% |
$321K - $338K
|
50.8K
$3.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.27K+ 217.28% |
$320K - $336K
|
7.69K
$501K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.23KNew |
$318K - $334K
|
5.23K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5.16K+ 9.18% |
$313K - $329K
|
61.3K
$3.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.12K+ 4.08% |
$311K - $327K
|
131K
$8.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.64KNew |
$282K - $296K
|
4.64K
$302K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.59KNew |
$279K - $293K
|
4.59K
$299K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.59K+ 22.58% |
$279K - $293K
|
24.9K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.25KNew |
$258K - $271K
|
4.25K
$277K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.16K+ 3.59% |
$253K - $265K
|
120K
$7.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.03K+ 30.99% |
$245K - $257K
|
17K
$1.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.89K+ 15.51% |
$236K - $248K
|
28.9K
$1.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.85K+ 3.18% |
$234K - $245K
|
125K
$8.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.55KNew |
$216K - $227K
|
3.55K
$231K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.46K+ 35.59% |
$210K - $221K
|
13.2K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.19KNew |
$194K - $203K
|
3.19K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.17K+ 3.55% |
$192K - $202K
|
92.3K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.03K+ 53.82% |
$184K - $193K
|
8.65K
$563K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.8K+ 24.42% |
$170K - $179K
|
14.3K
$929K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.62K+ 4.57% |
$159K - $167K
|
59.9K
$3.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.59K+ 25.16% |
$157K - $165K
|
12.9K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.49K+ 28.24% |
$151K - $159K
|
11.3K
$735K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.47K+ 10.68% |
$150K - $158K
|
25.6K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.44K+ 21.56% |
$148K - $156K
|
13.7K
$895K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 10.69% |
$148K - $156K
|
25.2K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.41K+ 3.33% |
$146K - $154K
|
74.7K
$4.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.28K+ 3.76% |
$138K - $145K
|
62.9K
$4.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.18K+ 19.95% |
$132K - $139K
|
13.1K
$853K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.15K+ 7.17% |
$131K - $137K
|
32.2K
$2.09M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.07K+ 27.87% |
$126K - $132K
|
9.48K
$617K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.74K+ 0.98% |
$106K - $111K
|
179K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.57K+ 5.77% |
$95.3K - $100K
|
28.8K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.05K+ 3.02% |
$63.9K - $67.1K
|
35.9K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 6.42% |
$61.3K - $64.4K
|
16.7K
$1.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
938+ 2.87% |
$57K - $59.8K
|
33.6K
$2.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
740+ 11.17% |
$44.9K - $47.2K
|
7.36K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
718+ 3.47% |
$43.6K - $45.8K
|
21.4K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
689+ 3.01% |
$41.8K - $44K
|
23.6K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
551New |
$33.5K - $35.2K
|
551
$35.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
523+ 184.15% |
$31.8K - $33.4K
|
807
$52.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
477+ 2.39% |
$29K - $30.4K
|
20.5K
$1.33M
|