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 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-444- 0.47% |
$28K - $29.9K
|
93.2K
$6.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-510- 13.16% |
$32.2K - $34.3K
|
3.37K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-587- 11.22% |
$37K - $39.5K
|
4.65K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-592- 4.52% |
$37.4K - $39.8K
|
12.5K
$833K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-682- 5.4% |
$43K - $45.9K
|
11.9K
$796K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-699- 2.81% |
$44.1K - $47K
|
24.2K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-714- 16.8% |
$45.1K - $48K
|
3.54K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-787- 10.69% |
$49.7K - $53K
|
6.58K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-800- 13.88% |
$50.5K - $53.8K
|
4.96K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-808- 1.82% |
$51K - $54.4K
|
43.6K
$2.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-833- 4.28% |
$52.6K - $56.1K
|
18.6K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-885- 1.4% |
$55.8K - $59.6K
|
62.3K
$4.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-965- 2.08% |
$60.9K - $64.9K
|
45.5K
$3.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-970- 6.91% |
$61.2K - $65.3K
|
13.1K
$870K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-974- 4.55% |
$61.5K - $65.5K
|
20.5K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 79.97% |
$67.8K - $72.3K
|
269
$17.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.17K- 3.2% |
$74.1K - $79K
|
35.5K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.25K- 1.42% |
$78.9K - $84.1K
|
86.8K
$5.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.28K- 5.91% |
$80.8K - $86.2K
|
20.4K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-1.37K- 2.54% |
$86.4K - $92.1K
|
52.6K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.47K- 10.71% |
$92.9K - $99.1K
|
12.3K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.5K- 7.91% |
$94.5K - $101K
|
17.4K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.77K- 71.02% |
$112K - $119K
|
723
$48.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.83K- 11.12% |
$116K - $123K
|
14.7K
$977K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.94K- 2.3% |
$122K - $130K
|
82.2K
$5.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.99K- 4.89% |
$126K - $134K
|
38.8K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-2.64K- 2.86% |
$167K - $178K
|
89.7K
$5.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.51K- 39.71% |
$221K - $236K
|
5.33K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.8K- 2.67% |
$240K - $255K
|
138K
$9.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.19K- 11.5% |
$264K - $282K
|
32.2K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4.24K- 25.35% |
$267K - $285K
|
12.5K
$832K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.51K- 15.39% |
$284K - $303K
|
24.8K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.75K- 1.27% |
$300K - $320K
|
369K
$24.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.83K- 28.96% |
$305K - $325K
|
11.8K
$789K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.93K- 4.57% |
$311K - $332K
|
103K
$6.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.08K- 20.4% |
$320K - $342K
|
19.8K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 32.43% |
$342K - $365K
|
11.3K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-5.73K- 17.39% |
$361K - $386K
|
27.2K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-10.2K- 59.5% |
$645K - $688K
|
6.96K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 17.57% |
$649K - $692K
|
48.2K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5K- 78.34% |
$724K - $772K
|
3.17K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.8K- 14.46% |
$743K - $792K
|
69.6K
$4.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.3K- 47.84% |
$774K - $825K
|
13.4K
$891K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.5K- 7.01% |
$791K - $843K
|
166K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-17.5K- 56.32% |
$1.11M - $1.18M
|
13.6K
$906K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.7K- 8.56% |
$1.12M - $1.19M
|
189K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.5K- 10.94% |
$1.36M - $1.45M
|
175K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.2K- 4.89% |
$1.65M - $1.76M
|
510K
$34M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.8K- 62.46% |
$1.82M - $1.94M
|
17.3K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-30.7K- 60.22% |
$1.94M - $2.07M
|
20.3K
$1.35M
|