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 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-28.4K- 95.47% |
$1.69M - $1.7M
|
1.35K
$80.8K
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-29.3KClosed |
$1.74M - $1.75M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
SELL
|
- |
-31.1K- 11.9% |
$1.85M - $1.86M
|
230K
$13.8M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.6K- 5.98% |
$1.88M - $1.89M
|
497K
$29.8M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.7K- 60.46% |
$1.94M - $1.95M
|
21.3K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-32.9K- 37.02% |
$1.96M - $1.97M
|
56K
$3.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-33KClosed |
$1.96M - $1.97M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-37.1K- 84.82% |
$2.21M - $2.22M
|
6.64K
$398K
|
|
|
May 16, 2022
Q1 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-38.8K- 68.2% |
$2.31M - $2.32M
|
18.1K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-41.6K- 51.13% |
$2.47M - $2.49M
|
39.7K
$2.38M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-41.7K- 40.1% |
$2.48M - $2.49M
|
62.3K
$3.73M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-41.8K- 71.52% |
$2.48M - $2.5M
|
16.6K
$996K
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-42.1K- 16.34% |
$2.5M - $2.52M
|
216K
$12.9M
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-44.8K- 39.03% |
$2.66M - $2.68M
|
69.9K
$4.19M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-47.4K- 23.49% |
$2.82M - $2.83M
|
154K
$9.25M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-47.9K- 18.97% |
$2.85M - $2.87M
|
205K
$12.3M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-54.1K- 4.01% |
$3.22M - $3.23M
|
1.29M
$77.5M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-54.2K- 37.26% |
$3.22M - $3.24M
|
91.3K
$5.47M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-57.4K- 39.02% |
$3.41M - $3.43M
|
89.7K
$5.37M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-57.4K- 39.02% |
$3.41M - $3.43M
|
89.7K
$5.37M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-62.2K- 62.25% |
$3.7M - $3.72M
|
37.7K
$2.26M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-65K- 60.38% |
$3.87M - $3.89M
|
42.7K
$2.56M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-65.7K- 4.77% |
$3.91M - $3.93M
|
1.31M
$78.7M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67.8KClosed |
$4.03M - $4.05M
|
0
$0
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-69.2K- 84.86% |
$4.12M - $4.14M
|
12.3K
$740K
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-71.2KClosed |
$4.24M - $4.26M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-87K- 72.25% |
$5.18M - $5.2M
|
33.4K
$2M
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-90.7K- 16.82% |
$5.39M - $5.42M
|
448K
$26.9M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-96.5KClosed |
$5.74M - $5.77M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-118K- 67.26% |
$6.99M - $7.03M
|
57.2K
$3.43M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-120K- 54.9% |
$7.12M - $7.15M
|
98.3K
$5.89M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-131K- 58.63% |
$7.78M - $7.83M
|
92.4K
$5.53M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-140K- 84.89% |
$8.34M - $8.39M
|
25K
$1.5M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-172K- 7.75% |
$10.2M - $10.3M
|
2.04M
$122M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-210K- 66.75% |
$12.5M - $12.5M
|
105K
$6.26M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-308K- 38.78% |
$18.3M - $18.4M
|
486K
$29.1M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-341K- 40.35% |
$20.3M - $20.4M
|
504K
$30.2M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-380K- 92.52% |
$22.6M - $22.7M
|
30.7K
$1.84M
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-419K- 66.52% |
$24.9M - $25.1M
|
211K
$12.7M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-708K- 86.38% |
$42.1M - $42.3M
|
112K
$6.69M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.9M- 17.23% |
$113M - $113M
|
9.11M
$546M
|