Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.17K+ 127.44% |
$452K - $482K
|
12.8K
$852K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.79KNew |
$428K - $457K
|
6.79K
$452K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.78KNew |
$428K - $456K
|
6.78K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.25KNew |
$394K - $420K
|
6.25K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.89KNew |
$372K - $396K
|
5.89K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.81K+ 25.21% |
$367K - $391K
|
28.9K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.65K+ 13.81% |
$356K - $380K
|
46.5K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.64KNew |
$356K - $379K
|
5.64K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.49K+ 48.55% |
$346K - $369K
|
16.8K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
5.3KNew |
$334K - $356K
|
5.3K
$353K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.23K+ 26.36% |
$330K - $352K
|
25.1K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.11K+ 7.69% |
$322K - $344K
|
71.6K
$4.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.06K+ 2.76% |
$319K - $341K
|
189K
$12.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.01K+ 4.17% |
$316K - $337K
|
125K
$8.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.63K+ 10.42% |
$292K - $311K
|
49K
$3.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.61K+ 4.32% |
$291K - $310K
|
111K
$7.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.52K+ 10.73% |
$285K - $304K
|
46.7K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4.5KNew |
$284K - $303K
|
4.5K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.49KNew |
$283K - $302K
|
4.49K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
4.38K+ 26.24% |
$276K - $295K
|
21.1K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.37KNew |
$276K - $294K
|
4.37K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4.24K+ 8.46% |
$268K - $285K
|
54.3K
$3.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
4.08KNew |
$257K - $274K
|
4.08K
$272K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.02KNew |
$254K - $271K
|
4.02K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.95K+ 29.99% |
$249K - $266K
|
17.1K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.91KNew |
$247K - $263K
|
3.91K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.89KNew |
$245K - $262K
|
3.89K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.79KNew |
$239K - $255K
|
3.79K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.75K+ 118.18% |
$236K - $252K
|
6.91K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.67KNew |
$232K - $247K
|
3.67K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.22KNew |
$203K - $216K
|
3.22K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.21K+ 15.28% |
$203K - $216K
|
24.2K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.04KNew |
$192K - $205K
|
3.04K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.95KNew |
$186K - $199K
|
2.95K
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.95K+ 8.06% |
$186K - $198K
|
39.5K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.81K+ 7.82% |
$177K - $189K
|
38.7K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.3K+ 19.7% |
$145K - $154K
|
14K
$930K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.24K+ 9.48% |
$141K - $151K
|
25.8K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.19K+ 3.65% |
$138K - $147K
|
62.1K
$4.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.17K+ 7.49% |
$137K - $146K
|
31.1K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 61.01% |
$132K - $141K
|
5.53K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.09K+ 6.18% |
$132K - $141K
|
35.9K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.99K+ 23.78% |
$126K - $134K
|
10.4K
$691K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.96K+ 20.24% |
$124K - $132K
|
11.7K
$777K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.76K+ 5.24% |
$111K - $119K
|
35.4K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.56K+ 2.09% |
$98.5K - $105K
|
76.2K
$5.08M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 0.77% |
$98.3K - $105K
|
204K
$13.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.51K+ 11.73% |
$95.5K - $102K
|
14.4K
$960K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.46KNew |
$92.3K - $98.4K
|
1.46K
$97.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
1.3K+ 1.0% |
$81.7K - $87.1K
|
131K
$8.72M
|