Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.43M+ 6915.55% |
$145M - $145M
|
2.47M
$148M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.63MNew |
$96.8M - $97.3M
|
1.63M
$97.6M
|
|
|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.33MNew |
$78.7M - $79.2M
|
1.33M
$79.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
668KNew |
$39.7M - $39.9M
|
668K
$40M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
404K+ 77.05% |
$24M - $24.1M
|
928K
$55.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
365K+ 40.7% |
$21.7M - $21.8M
|
1.26M
$75.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
345KNew |
$20.5M - $20.6M
|
345K
$20.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
264K+ 10.33% |
$15.7M - $15.8M
|
2.82M
$169M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
258KNew |
$15.3M - $15.4M
|
258K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
256K+ 21.45% |
$15.2M - $15.3M
|
1.45M
$86.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
240K+ 3962.14% |
$14.3M - $14.4M
|
246K
$14.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
203K+ 62.82% |
$12M - $12.1M
|
525K
$31.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
196K+ 115.95% |
$11.6M - $11.7M
|
365K
$21.9M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
191KNew |
$11.3M - $11.4M
|
191K
$11.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
171KNew |
$10.1M - $10.2M
|
171K
$10.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
165K+ 336.97% |
$9.81M - $9.86M
|
214K
$12.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
154KNew |
$9.15M - $9.2M
|
154K
$9.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
151K+ 103.16% |
$8.95M - $9M
|
297K
$17.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
143K+ 289.8% |
$8.51M - $8.55M
|
193K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
116KNew |
$6.89M - $6.93M
|
116K
$6.95M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
115K+ 140.06% |
$6.86M - $6.9M
|
198K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
95.4K+ 98.04% |
$5.67M - $5.7M
|
193K
$11.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
93.6K+ 144.23% |
$5.56M - $5.59M
|
158K
$9.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
86.2K+ 353.85% |
$5.12M - $5.15M
|
111K
$6.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
75.3K+ 1.73% |
$4.47M - $4.5M
|
4.43M
$265M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
69.1K+ 51.44% |
$4.1M - $4.12M
|
203K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
65.3K+ 97.98% |
$3.88M - $3.9M
|
132K
$7.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
59.9K+ 163.95% |
$3.56M - $3.58M
|
96.4K
$5.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
57KNew |
$3.39M - $3.4M
|
57K
$3.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
55.7K+ 41.52% |
$3.31M - $3.33M
|
190K
$11.4M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
55.5KNew |
$3.3M - $3.31M
|
55.5K
$3.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
53.4KNew |
$3.17M - $3.19M
|
53.4K
$3.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
51.7K+ 20.96% |
$3.07M - $3.09M
|
298K
$17.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
51.1K+ 94.68% |
$3.03M - $3.05M
|
105K
$6.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50.6K+ 353.2% |
$3.01M - $3.03M
|
65K
$3.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
47.1K+ 14.77% |
$2.8M - $2.81M
|
366K
$21.9M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
43.6K+ 42.17% |
$2.59M - $2.61M
|
147K
$8.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
39.2K+ 18.0% |
$2.33M - $2.34M
|
257K
$15.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
34.9K+ 23.84% |
$2.08M - $2.09M
|
182K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34.2K+ 5.35% |
$2.03M - $2.04M
|
673K
$40.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
31K+ 34493.33% |
$1.84M - $1.85M
|
31.1K
$1.87M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
30.3K+ 97.68% |
$1.8M - $1.81M
|
61.3K
$3.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
29.6K+ 82.4% |
$1.76M - $1.77M
|
65.5K
$3.92M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.4K+ 43.76% |
$1.51M - $1.52M
|
83.6K
$5.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.4K+ 316.63% |
$1.45M - $1.46M
|
32.1K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24.4K+ 95.62% |
$1.45M - $1.46M
|
49.8K
$2.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
24KNew |
$1.42M - $1.43M
|
24K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.7K+ 396.72% |
$1.41M - $1.42M
|
29.7K
$1.78M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
21.8K+ 50.25% |
$1.3M - $1.3M
|
65.3K
$3.91M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.6K+ 23.77% |
$1.28M - $1.29M
|
113K
$6.75M
|