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
|
Townsquare Capital LLC
|
SELL
|
- |
-3.37KClosed |
$200K - $201K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.59K- 0.7% |
$213K - $214K
|
512K
$30.6M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.61K- 15.97% |
$214K - $215K
|
19K
$1.14M
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.62K- 10.86% |
$215K - $216K
|
29.7K
$1.78M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.69KClosed |
$219K - $220K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.69K- 23.06% |
$219K - $220K
|
12.3K
$736K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-4.01K- 6.39% |
$238K - $239K
|
58.8K
$3.51M
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4.29KClosed |
$255K - $256K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
1776 Wealth LLC
|
SELL
|
- |
-4.29K- 1.87% |
$255K - $256K
|
226K
$13.5M
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-4.3KClosed |
$255K - $256K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.49K- 12.12% |
$267K - $267K
|
32.5K
$1.95M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.62K- 9.07% |
$275K - $275K
|
46.3K
$2.77M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.72K- 15.32% |
$280K - $281K
|
26.1K
$1.56M
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-4.81K- 38.37% |
$286K - $287K
|
7.73K
$462K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.84K- 8.46% |
$287K - $288K
|
52.4K
$3.13M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.92K- 12.22% |
$292K - $293K
|
35.3K
$2.11M
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.03K- 27.7% |
$299K - $299K
|
13.1K
$784K
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-5.19K- 24.55% |
$308K - $309K
|
15.9K
$953K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.96K- 12.75% |
$354K - $355K
|
40.8K
$2.44M
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-6.05K- 25.51% |
$359K - $360K
|
17.7K
$1.06M
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-6.28K- 14.45% |
$373K - $374K
|
37.2K
$2.22M
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-6.3K- 60.36% |
$374K - $375K
|
4.14K
$247K
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.41K- 40.39% |
$380K - $382K
|
9.45K
$565K
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-6.83KClosed |
$406K - $407K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.93KClosed |
$412K - $413K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.1KClosed |
$422K - $423K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-7.63KClosed |
$453K - $455K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.93KClosed |
$530K - $532K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.3K- 4.62% |
$612K - $614K
|
213K
$12.7M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.6K- 14.04% |
$628K - $630K
|
64.7K
$3.87M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.9K- 5.6% |
$644K - $646K
|
183K
$10.9M
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-11K- 51.16% |
$655K - $657K
|
10.5K
$629K
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.5K- 73.02% |
$685K - $687K
|
4.26K
$255K
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-12.2K- 8.94% |
$726K - $729K
|
125K
$7.45M
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-12.3K- 59.98% |
$731K - $733K
|
8.21K
$491K
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 2.83% |
$755K - $757K
|
436K
$26.1M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 2.56% |
$767K - $769K
|
491K
$29.4M
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-13.6KClosed |
$808K - $811K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14.6K- 52.31% |
$869K - $872K
|
13.3K
$798K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.4K- 44.14% |
$915K - $918K
|
19.5K
$1.17M
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-16.3K- 24.63% |
$970K - $973K
|
50K
$2.99M
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-16.7KClosed |
$991K - $994K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-17.9KClosed |
$1.06M - $1.07M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-18.7K- 45.67% |
$1.11M - $1.11M
|
22.2K
$1.33M
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-20.6K- 20.95% |
$1.22M - $1.22M
|
77.6K
$4.64M
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-21.4KClosed |
$1.27M - $1.28M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-25KClosed |
$1.48M - $1.49M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-25.2K- 65.72% |
$1.49M - $1.5M
|
13.1K
$785K
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-25.6K- 34.47% |
$1.52M - $1.52M
|
48.6K
$2.91M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-31.3K- 48.41% |
$1.86M - $1.86M
|
33.3K
$1.99M
|