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
|
Tradition Wealth Management, LLC
|
BUY
|
- |
466New |
$27.7K - $27.8K
|
466
$27.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
456+ 191.6% |
$27.1K - $27.2K
|
694
$41.6K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
380New |
$22.6K - $22.7K
|
380
$22.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
360+ 3.38% |
$21.4K - $21.5K
|
11K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
345+ 0.61% |
$20.5K - $20.6K
|
57.2K
$3.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
333New |
$19.8K - $19.9K
|
333
$20K
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
326+ 4.49% |
$19.4K - $19.5K
|
7.58K
$454K
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
317+ 0.11% |
$18.8K - $18.9K
|
281K
$16.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
241+ 4.26% |
$14.3K - $14.4K
|
5.89K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
239+ 2.62% |
$14.2K - $14.3K
|
9.38K
$562K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
227New |
$13.5K - $13.6K
|
227
$13.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
221+ 3.73% |
$13.1K - $13.2K
|
6.15K
$369K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
206+ 1.28% |
$12.2K - $12.3K
|
16.3K
$977K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
180+ 0.84% |
$10.7K - $10.8K
|
21.6K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
172+ 1.81% |
$10.2K - $10.3K
|
9.66K
$579K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
162+ 1.9% |
$9.62K - $9.68K
|
8.71K
$522K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
156+ 2.58% |
$9.27K - $9.32K
|
6.21K
$373K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
151New |
$8.97K - $9.02K
|
151
$9.05K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
131New |
$7.78K - $7.82K
|
131
$7.85K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
109+ 0.2% |
$6.48K - $6.51K
|
55.8K
$3.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
89+ 2.04% |
$5.29K - $5.32K
|
4.45K
$267K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
38+ 0.27% |
$2.26K - $2.27K
|
13.9K
$833K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
37+ 0.25% |
$2.2K - $2.21K
|
14.8K
$886K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
36+ 1.02% |
$2.14K - $2.15K
|
3.58K
$214K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
34+ 0.86% |
$2.02K - $2.03K
|
3.99K
$239K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
25+ 39.06% |
$1.49K - $1.49K
|
89
$5.34K
|
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
8+ 0.09% |
$475 - $478
|
8.86K
$531K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7+ 0.09% |
$416 - $418
|
7.38K
$443K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
4+ 0.04% |
$238 - $239
|
9.37K
$562K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.85% |
$59.4 - $59.7
|
55
$3.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.67% |
$59.4 - $59.7
|
59
$3.54K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1- 0.01% |
$59.4 - $59.7
|
17.8K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-25- 0.4% |
$1.49K - $1.49K
|
6.16K
$369K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-33- 0.85% |
$1.96K - $1.97K
|
3.86K
$232K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 4.01% |
$1.96K - $1.97K
|
790
$47.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-33- 0.15% |
$1.96K - $1.97K
|
21.5K
$1.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-72- 1.79% |
$4.28K - $4.3K
|
3.96K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-120- 0.04% |
$7.13K - $7.17K
|
326K
$19.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-150- 2.37% |
$8.91K - $8.96K
|
6.19K
$371K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-157- 2.62% |
$9.33K - $9.38K
|
5.84K
$350K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-159- 1.61% |
$9.45K - $9.5K
|
9.71K
$582K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-186- 1.38% |
$11.1K - $11.1K
|
13.3K
$797K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-187- 0.65% |
$11.1K - $11.2K
|
28.6K
$1.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-193- 4.42% |
$11.5K - $11.5K
|
4.17K
$250K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-221- 0.95% |
$13.1K - $13.2K
|
23.1K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-228- 2.64% |
$13.5K - $13.6K
|
8.42K
$505K
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-279- 5.3% |
$16.6K - $16.7K
|
4.99K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-309- 3.14% |
$18.4K - $18.5K
|
9.54K
$572K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-362- 50.28% |
$21.5K - $21.6K
|
358
$21.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-393- 2.51% |
$23.3K - $23.5K
|
15.3K
$915K
|