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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17+ 0.19% |
$1.07K - $1.14K
|
8.81K
$606K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$63.1 - $67.3
|
5.4K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 3.85% |
$63.1 - $67.3
|
27
$1.86K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-36- 1.11% |
$2.27K - $2.42K
|
3.21K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-40- 0.74% |
$2.52K - $2.69K
|
5.34K
$367K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-64- 0.45% |
$4.04K - $4.31K
|
14.2K
$978K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-165- 1.02% |
$10.4K - $11.1K
|
16K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 0.72% |
$11.1K - $11.8K
|
24.4K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-215- 2.08% |
$13.6K - $14.5K
|
10.1K
$697K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-246- 1.35% |
$15.5K - $16.6K
|
18K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-400- 6.32% |
$25.2K - $26.9K
|
5.93K
$408K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-444- 0.47% |
$28K - $29.9K
|
93.2K
$6.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-510- 13.16% |
$32.2K - $34.3K
|
3.37K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-587- 11.22% |
$37K - $39.5K
|
4.65K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-592- 4.52% |
$37.4K - $39.8K
|
12.5K
$860K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-682- 5.4% |
$43K - $45.9K
|
11.9K
$822K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-699- 2.81% |
$44.1K - $47K
|
24.2K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-714- 16.8% |
$45.1K - $48K
|
3.54K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-787- 10.69% |
$49.7K - $53K
|
6.58K
$452K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-800- 13.88% |
$50.5K - $53.8K
|
4.96K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-808- 1.82% |
$51K - $54.4K
|
43.6K
$3M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-833- 4.28% |
$52.6K - $56.1K
|
18.6K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-885- 1.4% |
$55.8K - $59.6K
|
62.3K
$4.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-965- 2.08% |
$60.9K - $64.9K
|
45.5K
$3.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-970- 6.91% |
$61.2K - $65.3K
|
13.1K
$898K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-974- 4.55% |
$61.5K - $65.5K
|
20.5K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 79.97% |
$67.8K - $72.3K
|
269
$18.5K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.13K- 1.79% |
$71.1K - $75.8K
|
61.8K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.17K- 3.2% |
$74.1K - $79K
|
35.5K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.25K- 1.42% |
$78.9K - $84.1K
|
86.8K
$5.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.28K- 5.91% |
$80.8K - $86.2K
|
20.4K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-1.37K- 2.54% |
$86.4K - $92.1K
|
52.6K
$3.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.47K- 10.71% |
$92.9K - $99.1K
|
12.3K
$844K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.5K- 7.91% |
$94.5K - $101K
|
17.4K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.77K- 71.02% |
$112K - $119K
|
723
$49.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.83K- 11.12% |
$116K - $123K
|
14.7K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.94K- 2.3% |
$122K - $130K
|
82.2K
$5.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.99K- 4.89% |
$126K - $134K
|
38.8K
$2.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-2.64K- 2.86% |
$167K - $178K
|
89.7K
$6.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.51K- 39.71% |
$221K - $236K
|
5.33K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.8K- 2.67% |
$240K - $255K
|
138K
$9.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.19K- 11.5% |
$264K - $282K
|
32.2K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4.24K- 25.35% |
$267K - $285K
|
12.5K
$858K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.51K- 15.39% |
$284K - $303K
|
24.8K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.75K- 1.27% |
$300K - $320K
|
369K
$25.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.83K- 28.96% |
$305K - $325K
|
11.8K
$815K
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.93K- 4.57% |
$311K - $332K
|
103K
$7.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.93K- 4.57% |
$311K - $332K
|
103K
$7.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.08K- 20.4% |
$320K - $342K
|
19.8K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 32.43% |
$342K - $365K
|
11.3K
$777K
|