Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
68.7K+ 200.76% |
$4.08M - $4.09M
|
103K
$6.15M
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
66.5K+ 80.03% |
$3.95M - $3.96M
|
150K
$8.94M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
60.4K+ 239.64% |
$3.59M - $3.6M
|
85.6K
$5.12M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.3K+ 139.04% |
$3.52M - $3.54M
|
102K
$6.1M
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
56.4KNew |
$3.35M - $3.36M
|
56.4K
$3.37M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
52.5K+ 10.83% |
$3.11M - $3.12M
|
537K
$32.1M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
46.1K+ 24.11% |
$2.74M - $2.75M
|
238K
$14.2M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
45.8K+ 153.93% |
$2.72M - $2.73M
|
75.5K
$4.52M
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45.4K+ 120.33% |
$2.69M - $2.7M
|
83.1K
$4.97M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
43.8K+ 44.61% |
$2.6M - $2.61M
|
142K
$8.5M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.2K+ 196.73% |
$2.57M - $2.58M
|
65.2K
$3.9M
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
BUY
|
- |
40.8KNew |
$2.42M - $2.43M
|
40.8K
$2.44M
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
39.6K+ 69.92% |
$2.35M - $2.36M
|
96.2K
$5.75M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.2K+ 61.22% |
$2.27M - $2.27M
|
100K
$6.01M
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
36.7K+ 11.77% |
$2.18M - $2.18M
|
348K
$20.8M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
36K+ 250.37% |
$2.14M - $2.14M
|
50.3K
$3.01M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
35.4K+ 82.26% |
$2.1M - $2.11M
|
78.5K
$4.69M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.8K+ 37.64% |
$2.06M - $2.07M
|
127K
$7.6M
|
|
Aug 02, 2022
Q2 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
33.4K+ 184.43% |
$1.98M - $1.99M
|
51.5K
$3.08M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.7KNew |
$1.82M - $1.83M
|
30.7K
$1.83M
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
29.9K+ 8.34% |
$1.78M - $1.78M
|
388K
$23.2M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
29.6K+ 43.11% |
$1.76M - $1.76M
|
98.4K
$5.88M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
29K+ 174.11% |
$1.72M - $1.72M
|
45.6K
$2.73M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
28.6K+ 19.62% |
$1.7M - $1.71M
|
175K
$10.4M
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
25.2KNew |
$1.5M - $1.5M
|
25.2K
$1.51M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25KNew |
$1.48M - $1.49M
|
25K
$1.49M
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
19.5K+ 73.57% |
$1.16M - $1.16M
|
45.9K
$2.75M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.1K+ 3.58% |
$1.08M - $1.08M
|
525K
$31.4M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
17.7K+ 463.42% |
$1.05M - $1.06M
|
21.6K
$1.29M
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
17.2K+ 343.18% |
$1.02M - $1.02M
|
22.2K
$1.33M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
17K+ 2.83% |
$1.01M - $1.01M
|
617K
$36.9M
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
16.9K+ 22.07% |
$1M - $1.01M
|
93.6K
$5.6M
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
16.5KNew |
$978K - $982K
|
16.5K
$985K
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
16.2KNew |
$960K - $963K
|
16.2K
$967K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.8KNew |
$880K - $883K
|
14.8K
$886K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
14.7K+ 191.35% |
$874K - $877K
|
22.4K
$1.34M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
14.7K+ 22.52% |
$873K - $875K
|
79.9K
$4.78M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.3K+ 27.28% |
$792K - $794K
|
62.2K
$3.72M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.6K+ 20.22% |
$751K - $753K
|
75.2K
$4.5M
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
12.6KNew |
$749K - $752K
|
12.6K
$754K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7K+ 156.27% |
$697K - $700K
|
19.3K
$1.15M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1K+ 293.41% |
$658K - $660K
|
14.9K
$889K
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
10.6KNew |
$629K - $631K
|
10.6K
$634K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.3K+ 11.39% |
$613K - $615K
|
101K
$6.04M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10K+ 13.29% |
$595K - $597K
|
85.5K
$5.11M
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
BUY
|
- |
9.36KNew |
$555K - $557K
|
9.36K
$559K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.68K+ 40.65% |
$515K - $517K
|
30K
$1.8M
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
BUY
|
- |
8.63KNew |
$513K - $514K
|
8.63K
$516K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.53K+ 142.5% |
$507K - $508K
|
14.5K
$868K
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
8.34KNew |
$495K - $497K
|
8.34K
$498K
|