Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.65M+ 24.05% |
$157M - $157M
|
13.6M
$818M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.44M+ 61.49% |
$145M - $145M
|
6.41M
$384M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.07M+ 30.51% |
$123M - $123M
|
8.85M
$530M
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
1.03MNew |
$61.4M - $61.6M
|
1.03M
$62M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
708K+ 20.26% |
$42M - $42.1M
|
4.2M
$252M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
708K+ 332.87% |
$42M - $42.1M
|
920K
$55.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
693K+ 130.65% |
$41.1M - $41.2M
|
1.22M
$73.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
475K+ 13.75% |
$28.2M - $28.3M
|
3.93M
$236M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
444K+ 1777.66% |
$26.3M - $26.4M
|
469K
$28.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
396K+ 1788.19% |
$23.5M - $23.6M
|
418K
$25.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
356K+ 19.48% |
$21.1M - $21.2M
|
2.18M
$131M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
355K+ 28.54% |
$21.1M - $21.1M
|
1.6M
$95.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
202K+ 271.84% |
$12M - $12M
|
276K
$16.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
199KNew |
$11.8M - $11.8M
|
199K
$11.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
182K+ 11.73% |
$10.8M - $10.8M
|
1.73M
$104M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
163KNew |
$9.66M - $9.69M
|
163K
$9.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
157K+ 75.72% |
$9.3M - $9.33M
|
364K
$21.8M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
155K+ 151.44% |
$9.17M - $9.19M
|
257K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
150K+ 181.11% |
$8.92M - $8.95M
|
234K
$14M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
150K+ 376.23% |
$8.92M - $8.95M
|
190K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
144K+ 75.46% |
$8.54M - $8.57M
|
335K
$20.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
143K+ 82.11% |
$8.51M - $8.53M
|
318K
$19.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 15.17% |
$7.17M - $7.19M
|
918K
$55M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
120K+ 15.93% |
$7.1M - $7.12M
|
871K
$52.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
117K+ 24.36% |
$6.97M - $6.99M
|
600K
$35.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117K+ 24.27% |
$6.93M - $6.95M
|
598K
$35.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
114K+ 145.47% |
$6.77M - $6.79M
|
193K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
111K+ 107.87% |
$6.58M - $6.6M
|
214K
$12.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
111K+ 843.16% |
$6.57M - $6.59M
|
124K
$7.42M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
107K+ 44.92% |
$6.33M - $6.35M
|
344K
$20.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
104KNew |
$6.14M - $6.16M
|
104K
$6.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
103K+ 29.45% |
$6.08M - $6.1M
|
451K
$27M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
102K+ 22.72% |
$6.06M - $6.08M
|
552K
$33M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
102K+ 22.72% |
$6.06M - $6.08M
|
552K
$33M
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
91.7KNew |
$5.44M - $5.45M
|
91.7K
$5.49M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
91K+ 106.27% |
$5.4M - $5.41M
|
177K
$10.6M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
88.6KNew |
$5.25M - $5.27M
|
88.6K
$5.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
84.9KNew |
$5.04M - $5.05M
|
84.9K
$5.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.6K+ 23.03% |
$5.02M - $5.03M
|
452K
$27.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
84.4K+ 922.32% |
$5M - $5.02M
|
93.5K
$5.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
81.6K+ 1284.86% |
$4.84M - $4.85M
|
87.9K
$5.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77.6K+ 62.58% |
$4.6M - $4.62M
|
202K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.4K+ 60.2% |
$4.06M - $4.07M
|
182K
$10.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
68K+ 53.47% |
$4.03M - $4.04M
|
195K
$11.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
67.1KNew |
$3.98M - $3.99M
|
67.1K
$4.02M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
66.9K+ 47.77% |
$3.97M - $3.98M
|
207K
$12.4M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
66.9K+ 925.09% |
$3.97M - $3.98M
|
74.1K
$4.44M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
65.3K+ 15.99% |
$3.88M - $3.89M
|
474K
$28.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
65.3K+ 54.97% |
$3.87M - $3.88M
|
184K
$11M
|
|
|
Oct 24, 2022
Q3 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
63.5K+ 28.28% |
$3.77M - $3.78M
|
288K
$17.3M
|