Purchases and Sales Made in Q1 2022 in First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR ENHANCED TRADED FD IV.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7K+ 29.17% |
$416K - $419K
|
31K
$1.86M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.66K+ 20.47% |
$396K - $398K
|
39.2K
$2.35M
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6.56KNew |
$390K - $392K
|
6.56K
$393K
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.26K+ 65.24% |
$372K - $374K
|
15.9K
$950K
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
6.19K+ 14.48% |
$368K - $370K
|
48.9K
$2.93M
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.95KNew |
$354K - $356K
|
5.95K
$356K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.83KNew |
$347K - $349K
|
5.83K
$349K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.72K+ 13.94% |
$340K - $342K
|
46.7K
$2.8M
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.28K+ 19.98% |
$314K - $316K
|
31.7K
$1.9M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
5.07K+ 0.85% |
$302K - $303K
|
600K
$35.9M
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.94K+ 31.69% |
$294K - $295K
|
20.5K
$1.23M
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.48K+ 60.74% |
$266K - $268K
|
11.8K
$710K
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.38K+ 14.68% |
$260K - $262K
|
34.2K
$2.05M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
4.3KNew |
$256K - $257K
|
4.3K
$257K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4K+ 6.52% |
$238K - $239K
|
65.2K
$3.91M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
3.83KNew |
$228K - $229K
|
3.83K
$229K
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.59K+ 23.43% |
$214K - $215K
|
18.9K
$1.13M
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
3.59KNew |
$213K - $214K
|
3.59K
$215K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.55KNew |
$211K - $212K
|
3.55K
$213K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.55K+ 13.95% |
$211K - $212K
|
29K
$1.74M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.28K+ 8.12% |
$195K - $196K
|
43.7K
$2.62M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
3.19K+ 12.01% |
$190K - $191K
|
29.7K
$1.78M
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.11K+ 16.98% |
$185K - $186K
|
21.4K
$1.28M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.98K+ 14.59% |
$177K - $178K
|
23.4K
$1.4M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.89K+ 48.07% |
$172K - $173K
|
8.9K
$533K
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
BUY
|
- |
2.58K+ 3.6% |
$154K - $154K
|
74.2K
$4.45M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.97KNew |
$117K - $118K
|
1.97K
$118K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.94K+ 2.78% |
$116K - $116K
|
71.9K
$4.31M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.77K+ 30.74% |
$105K - $106K
|
7.52K
$450K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.73K+ 13.69% |
$103K - $103K
|
14.4K
$861K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.62K+ 10.77% |
$96.5K - $97.1K
|
16.7K
$1M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.53K+ 4.83% |
$91.1K - $91.6K
|
33.3K
$1.99M
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.44K+ 3.18% |
$85.5K - $86K
|
46.6K
$2.79M
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.3K+ 48.61% |
$77.1K - $77.5K
|
3.96K
$237K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.12K+ 0.68% |
$66.7K - $67K
|
165K
$9.9M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.08K+ 1661.54% |
$64.2K - $64.6K
|
1.15K
$68.6K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
959+ 6.5% |
$57K - $57.3K
|
15.7K
$941K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
830New |
$49.4K - $49.6K
|
830
$49.7K
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
745+ 5.3% |
$44.3K - $44.6K
|
14.8K
$887K
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
607+ 2.29% |
$36.1K - $36.3K
|
27.2K
$1.63M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
568+ 10.87% |
$33.8K - $34K
|
5.79K
$347K
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
449New |
$26.7K - $26.9K
|
449
$26.9K
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
422+ 3.2% |
$25.1K - $25.2K
|
13.6K
$816K
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
421+ 3.19% |
$25K - $25.2K
|
13.6K
$816K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
413New |
$24.6K - $24.7K
|
413
$24.7K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
345New |
$20.5K - $20.6K
|
345
$20.7K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
270New |
$16.1K - $16.1K
|
270
$16.2K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
238+ 5.15% |
$14.2K - $14.2K
|
4.86K
$291K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
91New |
$5.41K - $5.44K
|
91
$5.45K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
88New |
$5.23K - $5.26K
|
88
$5.27K
|