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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.5K+ 17.8% |
$1.28M - $1.28M
|
142K
$8.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21.5K+ 256.09% |
$1.28M - $1.28M
|
29.9K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
21.1KNew |
$1.26M - $1.26M
|
21.1K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20.9K+ 48.18% |
$1.24M - $1.25M
|
64.4K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.5K+ 139.77% |
$1.22M - $1.23M
|
35.2K
$2.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
20.2KNew |
$1.2M - $1.21M
|
20.2K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.7K+ 13.22% |
$1.17M - $1.18M
|
169K
$10.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18.8KNew |
$1.12M - $1.12M
|
18.8K
$1.13M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.2KNew |
$1.08M - $1.09M
|
18.2K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
17.1K+ 5.29% |
$1.01M - $1.02M
|
340K
$20.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.6K+ 3.46% |
$986K - $991K
|
497K
$29.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
16.5KNew |
$980K - $986K
|
16.5K
$989K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
16.1K+ 7.18% |
$954K - $959K
|
240K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.7K+ 98.13% |
$814K - $818K
|
27.6K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$807K - $812K
|
13.6K
$814K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
13K+ 24.4% |
$774K - $779K
|
66.5K
$3.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 62.94% |
$767K - $771K
|
33.4K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
12.7K+ 67.6% |
$756K - $760K
|
31.6K
$1.89M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.5K+ 67.44% |
$740K - $744K
|
30.9K
$1.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
11.7K+ 227.75% |
$697K - $701K
|
16.9K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 2.93% |
$662K - $666K
|
391K
$23.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
11.1K+ 20.38% |
$659K - $662K
|
65.5K
$3.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10.8K+ 16.15% |
$644K - $647K
|
77.9K
$4.67M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10K+ 532.48% |
$594K - $597K
|
11.9K
$712K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10K+ 532.48% |
$594K - $597K
|
11.9K
$712K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.96K+ 0.33% |
$592K - $595K
|
3.07M
$184M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.73K+ 10.85% |
$578K - $581K
|
99.5K
$5.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.96K+ 10.36% |
$532K - $535K
|
95.4K
$5.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.67KNew |
$456K - $458K
|
7.67K
$460K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.43K+ 22.44% |
$441K - $444K
|
40.5K
$2.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7.26KNew |
$431K - $434K
|
7.26K
$435K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.24K+ 13.12% |
$430K - $432K
|
62.4K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.83K+ 21.12% |
$406K - $408K
|
39.2K
$2.35M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.8KNew |
$404K - $406K
|
6.8K
$408K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.57K+ 134.51% |
$390K - $393K
|
11.5K
$687K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.28K+ 1.36% |
$373K - $375K
|
468K
$28.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
5.75K+ 37.27% |
$342K - $343K
|
21.2K
$1.27M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.38K+ 60.64% |
$320K - $322K
|
14.3K
$855K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.13K+ 26.07% |
$305K - $306K
|
24.8K
$1.49M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.13K+ 4.2% |
$304K - $306K
|
127K
$7.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5K+ 21.47% |
$297K - $299K
|
28.3K
$1.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4.88KNew |
$290K - $291K
|
4.88K
$292K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.68K+ 5.9% |
$278K - $280K
|
84K
$5.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.47K+ 30.24% |
$265K - $267K
|
19.2K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.45K+ 1.64% |
$265K - $266K
|
276K
$16.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.39K+ 4145.28% |
$261K - $262K
|
4.5K
$270K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.22K+ 34.98% |
$250K - $252K
|
16.3K
$975K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.2KNew |
$250K - $251K
|
4.2K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.02K+ 10.02% |
$239K - $240K
|
44.1K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.72K+ 3.03% |
$221K - $222K
|
127K
$7.58M
|