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 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.84K+ 33.5% |
$466K - $467K
|
31.3K
$1.87M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.57KNew |
$450K - $451K
|
7.57K
$453K
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7.44KNew |
$442K - $443K
|
7.44K
$445K
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.35K+ 20.0% |
$437K - $438K
|
44.1K
$2.64M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7.32K+ 1259.9% |
$435K - $436K
|
7.9K
$472K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.25KNew |
$431K - $432K
|
7.25K
$434K
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.16KNew |
$425K - $426K
|
7.16K
$428K
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
6.96K+ 3.23% |
$413K - $415K
|
222K
$13.3M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.9K+ 26.33% |
$410K - $411K
|
33.1K
$1.98M
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6.89K+ 105.06% |
$409K - $410K
|
13.5K
$804K
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.85K+ 50.29% |
$407K - $408K
|
20.5K
$1.22M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.85K+ 50.29% |
$407K - $408K
|
20.5K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.75K+ 23.88% |
$401K - $402K
|
35K
$2.09M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.72KNew |
$399K - $400K
|
6.72K
$402K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
6.55K+ 19.59% |
$389K - $390K
|
40K
$2.39M
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.52K+ 30.31% |
$387K - $388K
|
28K
$1.68M
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
6.5K+ 9.5% |
$386K - $387K
|
74.9K
$4.48M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.35KNew |
$377K - $378K
|
6.35K
$380K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6.18KNew |
$367K - $368K
|
6.18K
$370K
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.47K+ 28.91% |
$325K - $326K
|
24.4K
$1.46M
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5.31K+ 38.69% |
$315K - $316K
|
19K
$1.14M
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.96KNew |
$295K - $296K
|
4.96K
$297K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.96KNew |
$294K - $295K
|
4.96K
$296K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.89KNew |
$290K - $291K
|
4.89K
$292K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.82K+ 4.23% |
$286K - $287K
|
119K
$7.1M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 32.48% |
$286K - $287K
|
19.6K
$1.17M
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.34KNew |
$258K - $258K
|
4.34K
$259K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.21KNew |
$250K - $251K
|
4.21K
$252K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.68K+ 13.51% |
$219K - $219K
|
30.9K
$1.85M
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.45KNew |
$205K - $206K
|
3.45K
$206K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.39KNew |
$201K - $202K
|
3.39K
$203K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.3KNew |
$196K - $197K
|
3.3K
$197K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.25K+ 11.29% |
$193K - $193K
|
32K
$1.91M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
3.02K+ 76.1% |
$179K - $180K
|
6.98K
$417K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.96KNew |
$176K - $177K
|
2.96K
$177K
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.92K+ 7.04% |
$174K - $174K
|
44.4K
$2.66M
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.77K+ 8.72% |
$164K - $165K
|
34.5K
$2.06M
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.04KNew |
$121K - $121K
|
2.04K
$122K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.01K+ 1.63% |
$119K - $120K
|
125K
$7.48M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.88K+ 4.32% |
$112K - $112K
|
45.5K
$2.72M
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.87K+ 4.0% |
$111K - $111K
|
48.5K
$2.9M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.84K+ 3.65% |
$109K - $109K
|
52.1K
$3.12M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.78K+ 52.83% |
$105K - $106K
|
5.14K
$307K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.68K+ 7.01% |
$99.9K - $100K
|
25.7K
$1.54M
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1.68KNew |
$99.9K - $100K
|
1.68K
$101K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.67KNew |
$99.4K - $99.7K
|
1.67K
$100K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.64K+ 46.03% |
$97.1K - $97.4K
|
5.19K
$310K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.57K+ 32.28% |
$93.2K - $93.5K
|
6.43K
$385K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.44K+ 24.84% |
$85.4K - $85.7K
|
7.23K
$432K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.42K+ 123.84% |
$84.2K - $84.5K
|
2.56K
$153K
|