Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
203KNew |
$13.4M - $14.2M
|
203K
$14M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
63.7K+ 207.59% |
$4.19M - $4.46M
|
94.5K
$6.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
45.2K+ 66.59% |
$2.98M - $3.16M
|
113K
$7.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34.6KNew |
$2.28M - $2.42M
|
34.6K
$2.39M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25.7K+ 9.83% |
$1.69M - $1.8M
|
288K
$19.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 22.23% |
$1.37M - $1.45M
|
114K
$7.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
15K+ 21.37% |
$986K - $1.05M
|
85.2K
$5.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.4K+ 21.11% |
$747K - $794K
|
65.1K
$4.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
8.63K+ 7.02% |
$567K - $603K
|
132K
$9.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.58K+ 11.21% |
$564K - $600K
|
85.1K
$5.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.64K+ 191.6% |
$437K - $464K
|
10.1K
$698K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.17K+ 7.33% |
$340K - $362K
|
75.7K
$5.23M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.98K+ 13.51% |
$327K - $348K
|
41.8K
$2.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.79K+ 27.35% |
$315K - $335K
|
22.3K
$1.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.25KNew |
$279K - $297K
|
4.25K
$293K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.11K+ 7.41% |
$270K - $287K
|
59.6K
$4.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.04K+ 19.42% |
$265K - $282K
|
24.8K
$1.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.76K+ 66.48% |
$247K - $263K
|
9.42K
$651K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.63KNew |
$239K - $254K
|
3.63K
$251K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.41K+ 11.5% |
$224K - $238K
|
33K
$2.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.34KNew |
$220K - $233K
|
3.34K
$230K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.06K+ 31.15% |
$201K - $214K
|
12.9K
$891K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.92KNew |
$192K - $204K
|
2.92K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.89K+ 17.6% |
$190K - $202K
|
19.3K
$1.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.36K+ 16.51% |
$155K - $165K
|
16.7K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.32KNew |
$153K - $162K
|
2.32K
$160K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.18K+ 6.38% |
$143K - $152K
|
36.3K
$2.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
2.02K+ 11.42% |
$133K - $141K
|
19.7K
$1.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.95K+ 5.52% |
$128K - $137K
|
37.3K
$2.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.89K+ 11.68% |
$124K - $132K
|
18.1K
$1.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.63K+ 1.61% |
$107K - $114K
|
103K
$7.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.62K+ 0.95% |
$107K - $114K
|
172K
$11.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 1.53% |
$92K - $97.9K
|
93.1K
$6.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.22K+ 9.91% |
$80K - $85.1K
|
13.5K
$931K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.13KNew |
$74.6K - $79.3K
|
1.13K
$78.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
861+ 6.46% |
$56.6K - $60.2K
|
14.2K
$979K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
845+ 0.2% |
$55.6K - $59.1K
|
428K
$29.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
742+ 5.93% |
$48.8K - $51.9K
|
13.3K
$916K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
677+ 2.68% |
$44.5K - $47.4K
|
26K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
495+ 1.73% |
$32.6K - $34.6K
|
29.1K
$2.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
460+ 0.34% |
$30.3K - $32.2K
|
136K
$9.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
430+ 4.62% |
$28.3K - $30.1K
|
9.73K
$672K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
426+ 0.2% |
$28K - $29.8K
|
216K
$14.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
407+ 0.6% |
$26.8K - $28.5K
|
67.9K
$4.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
405+ 0.73% |
$26.6K - $28.3K
|
55.7K
$3.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
362New |
$23.8K - $25.3K
|
362
$25K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
186+ 87.32% |
$12.2K - $13K
|
399
$27.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
177+ 2.32% |
$11.6K - $12.4K
|
7.8K
$539K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
163New |
$10.7K - $11.4K
|
163
$11.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
103+ 1.73% |
$6.78K - $7.2K
|
6.07K
$419K
|