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 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
200+ 3.16% |
$11.9K - $11.9K
|
6.52K
$391K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
129+ 121.7% |
$7.65K - $7.68K
|
235
$14.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
52New |
$3.08K - $3.09K
|
52
$3.12K
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
40+ 0.21% |
$2.37K - $2.38K
|
19.5K
$1.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
39+ 0.4% |
$2.31K - $2.32K
|
9.7K
$581K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
35+ 0.37% |
$2.08K - $2.08K
|
9.6K
$575K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8+ 0.38% |
$475 - $476
|
2.1K
$126K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
7+ 0.42% |
$415 - $417
|
1.69K
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7+ 0.07% |
$415 - $417
|
10.6K
$636K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$119 - $119
|
472
$28.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.02% |
$59.3 - $59.5
|
4.79K
$287K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.89% |
$59.3 - $59.5
|
54
$3.24K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.61% |
$59.3 - $59.5
|
63
$3.77K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-36- 0.66% |
$2.14K - $2.14K
|
5.44K
$326K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-51- 1.37% |
$3.03K - $3.03K
|
3.69K
$221K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-52- 0.12% |
$3.08K - $3.09K
|
44.4K
$2.66M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-81- 8.92% |
$4.8K - $4.82K
|
827
$49.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-85- 0.53% |
$5.04K - $5.06K
|
16.1K
$964K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
SELL
|
- |
-90- 1.04% |
$5.34K - $5.36K
|
8.54K
$512K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-97- 3.78% |
$5.75K - $5.77K
|
2.47K
$148K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-100- 0.86% |
$5.93K - $5.95K
|
11.5K
$691K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-101- 0.21% |
$5.99K - $6.01K
|
48.4K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-116- 2.63% |
$6.88K - $6.9K
|
4.29K
$257K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-140- 40.58% |
$8.3K - $8.33K
|
205
$12.3K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-189- 1.89% |
$11.2K - $11.2K
|
9.81K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-201- 3.52% |
$11.9K - $12K
|
5.5K
$330K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-300- 5.75% |
$17.8K - $17.9K
|
4.92K
$294K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-315- 15.47% |
$18.7K - $18.7K
|
1.72K
$103K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-356- 3.82% |
$21.1K - $21.2K
|
8.96K
$537K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-360- 0.64% |
$21.4K - $21.4K
|
56.1K
$3.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-382- 2.36% |
$22.7K - $22.7K
|
15.8K
$945K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-389- 0.88% |
$23.1K - $23.1K
|
43.8K
$2.62M
|
|
|
Oct 20, 2022
Q3 2022
|
Refined Wealth Management
|
SELL
|
- |
-390- 1.7% |
$23.1K - $23.2K
|
22.6K
$1.35M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-401- 9.1% |
$23.8K - $23.9K
|
4.01K
$240K
|
|
|
Nov 09, 2022
Q3 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-425- 6.25% |
$25.2K - $25.3K
|
6.38K
$382K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-452- 3.05% |
$26.8K - $26.9K
|
14.4K
$860K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-477- 10.24% |
$28.3K - $28.4K
|
4.18K
$250K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-527- 0.55% |
$31.3K - $31.4K
|
95.7K
$5.73M
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-564- 7.88% |
$33.5K - $33.6K
|
6.59K
$395K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-572- 6.97% |
$33.9K - $34K
|
7.64K
$458K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-574- 6.21% |
$34K - $34.2K
|
8.67K
$519K
|
|
|
Nov 10, 2022
Q3 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-587- 2.01% |
$34.8K - $34.9K
|
28.7K
$1.72M
|
|
|
Oct 18, 2022
Q3 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-590- 2.33% |
$35K - $35.1K
|
24.8K
$1.48M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-753- 4.71% |
$44.7K - $44.8K
|
15.2K
$912K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-786- 6.6% |
$46.6K - $46.8K
|
11.1K
$666K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-828- 7.59% |
$49.1K - $49.3K
|
10.1K
$604K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-873- 6.54% |
$51.8K - $51.9K
|
12.5K
$747K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-893- 1.96% |
$53K - $53.1K
|
44.7K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-905- 6.34% |
$53.7K - $53.8K
|
13.4K
$801K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-952- 50.99% |
$56.5K - $56.6K
|
915
$54.8K
|