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 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.13K+ 1564.02% |
$245K - $246K
|
4.39K
$263K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.05KNew |
$240K - $241K
|
4.05K
$243K
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
BUY
|
- |
3.89K+ 41.58% |
$231K - $231K
|
13.2K
$794K
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.75KNew |
$222K - $223K
|
3.75K
$224K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.67K+ 34.15% |
$218K - $218K
|
14.4K
$863K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
3.62K+ 106.79% |
$215K - $215K
|
7.01K
$420K
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.51KNew |
$208K - $209K
|
3.51K
$210K
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.5KNew |
$208K - $208K
|
3.5K
$210K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
3.49KNew |
$207K - $207K
|
3.49K
$209K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.47K+ 33.06% |
$206K - $207K
|
14K
$837K
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.26K+ 4.43% |
$194K - $194K
|
76.9K
$4.61M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.22K+ 2.58% |
$191K - $192K
|
128K
$7.69M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.16K+ 9.87% |
$187K - $188K
|
35.2K
$2.11M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.07KNew |
$182K - $183K
|
3.07K
$184K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3K+ 60.5% |
$178K - $179K
|
7.96K
$477K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.9KNew |
$172K - $173K
|
2.9K
$174K
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.79K+ 18.67% |
$165K - $166K
|
17.7K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.76K+ 23.52% |
$164K - $164K
|
14.5K
$869K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.59K+ 40.33% |
$154K - $154K
|
9.02K
$541K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.39K+ 16.05% |
$142K - $142K
|
17.2K
$1.03M
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.11K+ 15.65% |
$125K - $125K
|
15.6K
$932K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.78K+ 11.5% |
$105K - $106K
|
17.2K
$1.03M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.7KNew |
$101K - $101K
|
1.7K
$102K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.58KNew |
$93.6K - $93.9K
|
1.58K
$94.5K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 35.38% |
$91.3K - $91.6K
|
5.89K
$353K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.49K+ 109.38% |
$88.6K - $88.8K
|
2.86K
$171K
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.3K+ 15.87% |
$77K - $77.2K
|
9.48K
$568K
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.15K+ 2.44% |
$68.5K - $68.7K
|
48.4K
$2.9M
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.1K+ 31.77% |
$65K - $65.2K
|
4.55K
$272K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.07K+ 0.12% |
$63.5K - $63.7K
|
921K
$55.2M
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
997+ 1.08% |
$59.1K - $59.3K
|
93.2K
$5.58M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
957+ 3.13% |
$56.8K - $56.9K
|
31.6K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
950+ 1.23% |
$56.4K - $56.5K
|
78.1K
$4.68M
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
883+ 2.38% |
$52.4K - $52.5K
|
38K
$2.28M
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
851+ 23.73% |
$50.5K - $50.6K
|
4.44K
$266K
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
847+ 0.38% |
$50.2K - $50.4K
|
223K
$13.4M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
797+ 797.0% |
$47.3K - $47.4K
|
897
$53.7K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
776+ 3.95% |
$46K - $46.2K
|
20.4K
$1.22M
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
754+ 4.82% |
$44.7K - $44.9K
|
16.4K
$982K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
700New |
$41.5K - $41.7K
|
700
$41.9K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
601New |
$35.7K - $35.8K
|
601
$36K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
560+ 7.19% |
$33.2K - $33.3K
|
8.35K
$500K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
479New |
$28.4K - $28.5K
|
479
$28.7K
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
364+ 0.49% |
$21.6K - $21.7K
|
75.3K
$4.51M
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
347+ 53.55% |
$20.6K - $20.6K
|
995
$59.6K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
344+ 4.35% |
$20.4K - $20.5K
|
8.25K
$494K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
275+ 3.79% |
$16.3K - $16.4K
|
7.53K
$451K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
274+ 32.46% |
$16.3K - $16.3K
|
1.12K
$67K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
253New |
$15K - $15.1K
|
253
$15.2K
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
238+ 2.79% |
$14.1K - $14.2K
|
8.75K
$524K
|