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 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 6.47% |
$61.2K - $61.4K
|
14.9K
$893K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.18K- 35.6% |
$69.7K - $69.9K
|
2.13K
$127K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.23K- 13.63% |
$73.2K - $73.4K
|
7.82K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.34K- 12.33% |
$79.2K - $79.4K
|
9.49K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.6K- 1.87% |
$94.8K - $95.1K
|
83.9K
$5.02M
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.68K- 14.73% |
$99.9K - $100K
|
9.75K
$584K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.69K- 44.04% |
$100K - $100K
|
2.14K
$128K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.72K- 13.91% |
$102K - $102K
|
10.6K
$638K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.84K- 8.84% |
$109K - $110K
|
19K
$1.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.88K- 10.64% |
$112K - $112K
|
15.8K
$946K
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.89K- 30.72% |
$112K - $112K
|
4.26K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.19K- 28.86% |
$130K - $130K
|
5.39K
$323K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.42K- 34.74% |
$144K - $144K
|
4.55K
$273K
|
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
SELL
|
- |
-2.5K- 5.13% |
$148K - $148K
|
46.1K
$2.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.65K- 17.57% |
$157K - $158K
|
12.4K
$744K
|
|
|
Oct 05, 2022
Q3 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.69K- 1.89% |
$160K - $160K
|
140K
$8.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.76K- 25.96% |
$163K - $164K
|
7.86K
$471K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.76K- 7.54% |
$164K - $164K
|
33.8K
$2.03M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.05K- 14.13% |
$181K - $181K
|
18.5K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.23K- 9.14% |
$192K - $192K
|
32.1K
$1.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-3.58K- 7.15% |
$212K - $213K
|
46.4K
$2.78M
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.94K- 14.06% |
$234K - $235K
|
24.1K
$1.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.96K- 20.31% |
$235K - $236K
|
15.5K
$931K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.99K- 42.17% |
$237K - $237K
|
5.47K
$328K
|
|
|
Oct 26, 2022
Q3 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-4.1K- 7.97% |
$243K - $244K
|
47.4K
$2.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.51K- 27.11% |
$268K - $269K
|
12.1K
$727K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.61K- 14.15% |
$273K - $274K
|
27.9K
$1.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-4.73K- 5.06% |
$281K - $282K
|
88.8K
$5.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-4.74K- 15.95% |
$281K - $282K
|
25K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.97K- 40.37% |
$295K - $296K
|
7.34K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-5.14K- 9.81% |
$305K - $306K
|
47.2K
$2.83M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5.14K- 23.47% |
$305K - $306K
|
16.8K
$1M
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.86K- 2.47% |
$348K - $349K
|
231K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.28K- 16.5% |
$372K - $373K
|
31.8K
$1.9M
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.62K- 5.26% |
$393K - $394K
|
119K
$7.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.71K- 24.93% |
$398K - $399K
|
20.2K
$1.21M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.25K- 8.96% |
$430K - $431K
|
73.6K
$4.41M
|
|
|
Nov 10, 2022
Q3 2022
|
1776 Wealth LLC
|
SELL
|
- |
-7.25K- 3.21% |
$430K - $432K
|
219K
$13.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-7.44KClosed |
$441K - $443K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.28K- 8.42% |
$491K - $493K
|
90.1K
$5.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.81K- 33.76% |
$522K - $524K
|
17.3K
$1.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.9K- 67.86% |
$528K - $530K
|
4.22K
$253K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10.2K- 22.04% |
$606K - $608K
|
36.1K
$2.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.4K- 24.95% |
$675K - $677K
|
34.2K
$2.05M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.9K- 37.22% |
$703K - $705K
|
20K
$1.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.9K- 34.12% |
$708K - $711K
|
23.1K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.2K- 20.22% |
$843K - $845K
|
56K
$3.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-18.7K- 13.12% |
$1.11M - $1.11M
|
123K
$7.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-21.4K- 28.46% |
$1.27M - $1.27M
|
53.8K
$3.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
SELL
|
- |
-21.6K- 53.01% |
$1.28M - $1.29M
|
19.2K
$1.15M
|