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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.1K- 9.05% |
$959K - $963K
|
162K
$9.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-17.6K- 76.01% |
$1.05M - $1.05M
|
5.56K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-18.1K- 70.02% |
$1.08M - $1.08M
|
7.74K
$464K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-18.4K- 19.65% |
$1.09M - $1.1M
|
75.2K
$4.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-19K- 62.59% |
$1.13M - $1.13M
|
11.3K
$679K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-19K- 14.19% |
$1.13M - $1.14M
|
115K
$6.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-19.1K- 17.96% |
$1.14M - $1.15M
|
87.4K
$5.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-19.2K- 57.59% |
$1.14M - $1.15M
|
14.2K
$848K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-19.3K- 31.67% |
$1.15M - $1.15M
|
41.6K
$2.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.3K- 11.31% |
$1.21M - $1.21M
|
159K
$9.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20.7K- 14.69% |
$1.23M - $1.24M
|
120K
$7.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-21.7K- 10.53% |
$1.29M - $1.3M
|
185K
$11.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-22K- 17.78% |
$1.31M - $1.32M
|
102K
$6.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-22.3K- 20.95% |
$1.33M - $1.33M
|
84.2K
$5.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-22.7K- 9.54% |
$1.35M - $1.36M
|
215K
$12.9M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-25.8K- 71.48% |
$1.53M - $1.54M
|
10.3K
$616K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-26.2K- 37.01% |
$1.56M - $1.56M
|
44.5K
$2.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-27.7K- 47.76% |
$1.65M - $1.66M
|
30.3K
$1.82M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28.9K- 10.6% |
$1.72M - $1.73M
|
244K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.4K- 4.98% |
$1.81M - $1.82M
|
581K
$34.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-31.7K- 18.69% |
$1.89M - $1.89M
|
138K
$8.25M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-34.2K- 78.61% |
$2.04M - $2.04M
|
9.3K
$557K
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-34.4K- 18.74% |
$2.05M - $2.06M
|
149K
$8.93M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35.1K- 13.41% |
$2.09M - $2.1M
|
227K
$13.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-35.9K- 18.1% |
$2.14M - $2.15M
|
163K
$9.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-36.5K- 4.94% |
$2.17M - $2.18M
|
701K
$42M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-37.2K- 53.38% |
$2.22M - $2.23M
|
32.5K
$1.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-38.8K- 17.89% |
$2.31M - $2.32M
|
178K
$10.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.9K- 5.16% |
$2.56M - $2.57M
|
789K
$47.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50.5K- 11.92% |
$3.01M - $3.02M
|
373K
$22.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-53.9K- 16.51% |
$3.21M - $3.22M
|
273K
$16.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-61.5K- 26.76% |
$3.66M - $3.68M
|
168K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-69.4K- 25.85% |
$4.13M - $4.15M
|
199K
$11.9M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-83.6K- 58.93% |
$4.98M - $5M
|
58.2K
$3.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-83.7K- 21.02% |
$4.98M - $5.01M
|
315K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-91.5K- 3.35% |
$5.45M - $5.47M
|
2.64M
$158M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-98.2K- 13.91% |
$5.85M - $5.87M
|
608K
$36.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-134K- 33.09% |
$8M - $8.04M
|
272K
$16.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-135K- 36.18% |
$8.02M - $8.05M
|
237K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-165K- 2.02% |
$9.82M - $9.86M
|
8.01M
$480M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-174K- 10.76% |
$10.3M - $10.4M
|
1.44M
$86.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-183K- 5.9% |
$10.9M - $11M
|
2.92M
$175M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-308K- 7.62% |
$18.4M - $18.4M
|
3.74M
$224M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-315K- 15.98% |
$18.8M - $18.8M
|
1.66M
$99.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-351K- 35.52% |
$20.9M - $21M
|
637K
$38.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-382K- 42.61% |
$22.8M - $22.9M
|
515K
$30.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-491K- 22.16% |
$29.3M - $29.4M
|
1.73M
$103M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-945K- 83.49% |
$56.3M - $56.5M
|
187K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.18M- 8.88% |
$70.2M - $70.5M
|
12.1M
$725M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.18M- 8.88% |
$70.2M - $70.5M
|
12.1M
$725M
|