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 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
103+ 1.73% |
$6.78K - $7.2K
|
6.07K
$419K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
100+ 0.09% |
$6.58K - $7K
|
117K
$8.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
84New |
$5.53K - $5.88K
|
84
$5.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
80+ 0.62% |
$5.26K - $5.6K
|
13K
$901K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-12- 1.93% |
$789 - $839
|
611
$42.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-59- 7.37% |
$3.88K - $4.13K
|
742
$51.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-182- 2.07% |
$12K - $12.7K
|
8.63K
$596K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-216- 0.6% |
$14.2K - $15.1K
|
35.6K
$2.46M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-223- 1.03% |
$14.7K - $15.6K
|
21.4K
$1.48M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-318- 1.92% |
$20.9K - $22.2K
|
16.2K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-326- 69.81% |
$21.4K - $22.8K
|
141
$9.74K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-346- 1.88% |
$22.8K - $24.2K
|
18.1K
$1.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-384- 2.22% |
$25.3K - $26.9K
|
16.9K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-486- 3.13% |
$32K - $34K
|
15.1K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-650- 35.44% |
$42.8K - $45.5K
|
1.18K
$81.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-732- 1.92% |
$48.2K - $51.2K
|
37.4K
$2.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-909- 25.38% |
$59.8K - $63.6K
|
2.67K
$185K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-987- 11.4% |
$64.9K - $69K
|
7.67K
$530K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 22.46% |
$105K - $112K
|
5.51K
$380K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.81K- 55.59% |
$119K - $127K
|
1.45K
$100K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.83K- 15.22% |
$120K - $128K
|
10.2K
$702K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.45K- 36.95% |
$161K - $172K
|
4.19K
$289K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.62K- 20.33% |
$172K - $183K
|
10.3K
$709K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.96K- 0.96% |
$195K - $207K
|
304K
$21M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.19K- 13.73% |
$210K - $223K
|
20.1K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-4.28K- 36.56% |
$282K - $299K
|
7.43K
$513K
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-5.45K- 7.2% |
$358K - $381K
|
70.2K
$4.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.99K- 41.47% |
$394K - $419K
|
8.45K
$584K
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.38K- 13.71% |
$551K - $586K
|
52.7K
$3.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.5K- 19.42% |
$756K - $803K
|
47.7K
$3.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.2K- 42.99% |
$804K - $855K
|
16.2K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-12.3K- 6.62% |
$811K - $862K
|
174K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-27.4K- 51.09% |
$1.8M - $1.91M
|
26.2K
$1.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-78.2K- 72.36% |
$5.14M - $5.47M
|
29.9K
$2.06M
|