Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
11.7KNew |
$697K - $700K
|
11.7K
$702K
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
11.1K+ 13.31% |
$661K - $664K
|
94.5K
$5.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.8K+ 3.18% |
$641K - $644K
|
350K
$21M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.2K+ 7.22% |
$607K - $609K
|
151K
$9.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.51KNew |
$567K - $569K
|
9.51K
$570K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.37K+ 85.82% |
$558K - $561K
|
20.3K
$1.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
9.33K+ 1.71% |
$556K - $558K
|
556K
$33.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.86K+ 22.48% |
$528K - $530K
|
48.3K
$2.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.81K+ 42.6% |
$524K - $527K
|
29.5K
$1.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.6K+ 57.78% |
$512K - $514K
|
23.5K
$1.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.59K+ 6.07% |
$512K - $514K
|
150K
$9M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.8K+ 3.43% |
$465K - $467K
|
235K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.21KNew |
$430K - $431K
|
7.21K
$432K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
7.08K+ 1.2% |
$422K - $424K
|
599K
$35.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.86K+ 4.52% |
$409K - $411K
|
159K
$9.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.78K+ 2512.59% |
$404K - $406K
|
7.05K
$423K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.77K+ 33.17% |
$403K - $405K
|
27.2K
$1.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.75K+ 35.18% |
$402K - $404K
|
26K
$1.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
6.64K+ 8.0% |
$395K - $397K
|
89.6K
$5.37M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.43KNew |
$383K - $385K
|
6.43K
$385K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.24K+ 52.09% |
$372K - $373K
|
18.2K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.86K+ 41.06% |
$349K - $350K
|
20.1K
$1.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5.63K+ 84.42% |
$336K - $337K
|
12.3K
$738K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.58K+ 25.95% |
$332K - $334K
|
27.1K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
5.55K+ 54.17% |
$331K - $332K
|
15.8K
$947K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.55K+ 7.41% |
$330K - $332K
|
80.4K
$4.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.49K+ 20.18% |
$327K - $328K
|
32.7K
$1.96M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.31K+ 149.79% |
$316K - $318K
|
8.86K
$531K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.07K+ 9.21% |
$302K - $303K
|
60.1K
$3.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5KNew |
$298K - $299K
|
5K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.97K+ 32.68% |
$296K - $297K
|
20.2K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.89K+ 7.16% |
$291K - $293K
|
73.2K
$4.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.82KNew |
$287K - $288K
|
4.82K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.69KNew |
$279K - $280K
|
4.69K
$281K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.22K+ 38.27% |
$251K - $252K
|
15.2K
$914K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4K+ 2.57% |
$238K - $239K
|
160K
$9.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.96K+ 9.6% |
$236K - $237K
|
45.2K
$2.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.94KNew |
$234K - $235K
|
3.94K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.79KNew |
$226K - $227K
|
3.79K
$227K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.52K+ 15.82% |
$210K - $211K
|
25.8K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.43K+ 12.11% |
$204K - $205K
|
31.7K
$1.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.31K+ 16.2% |
$197K - $198K
|
23.8K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.27KNew |
$195K - $195K
|
3.27K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.04K+ 3.5% |
$181K - $182K
|
89.9K
$5.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.93K+ 10.17% |
$174K - $175K
|
31.7K
$1.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.92K+ 2.6% |
$174K - $174K
|
115K
$6.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.91K+ 3.21% |
$173K - $174K
|
93.5K
$5.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.66K+ 16.1% |
$159K - $159K
|
19.2K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.66K+ 13.09% |
$158K - $159K
|
23K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.64K+ 0.83% |
$157K - $158K
|
323K
$19.3M
|