Purchases and Sales Made in Q3 2023 in First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q3 2023. 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
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
18.5K
+ 47.15%
$1.1M - $1.11M
57.8K $3.46M
Oct 31, 2023 Q3 2023
Sterling Manor Financial, LLC

BUY
 -
18.4K
+ 39.42%
$1.09M - $1.1M
64.9K $3.88M
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
18.2K
+ 7.06%
$1.08M - $1.09M
276K $16.5M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
17.9K
+ 461.28%
$1.07M - $1.07M
21.8K $1.31M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
17.7K
+ 277.53%
$1.05M - $1.05M
24K $1.44M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
17.3K
+ 20.73%
$1.03M - $1.03M
101K $6.03M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
16.9K
+ 5.57%
$1M - $1.01M
320K $19.2M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
15.1K
+ 19.41%
$899K - $903K
93K $5.56M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
14.9K
New
$884K - $888K
14.9K $890K
Oct 24, 2023 Q3 2023
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
14.9K
New
$883K - $887K
14.9K $889K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
13.8K
New
$822K - $826K
13.8K $827K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
13.2K
+ 10.8%
$784K - $787K
135K $8.09M
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
12.2K
+ 4.36%
$726K - $730K
293K $17.5M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
12.1K
+ 1.53%
$722K - $725K
806K $48.2M
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
11.8K
+ 18.41%
$704K - $707K
76.2K $4.56M
Nov 13, 2023 Q3 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
11.1K
New
$662K - $665K
11.1K $667K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
10.6K
+ 3.05%
$629K - $632K
358K $21.4M
Oct 16, 2023 Q3 2023
Columbia Trust CO 01012016

BUY
 -
10.4K
New
$616K - $618K
10.4K $620K
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
9.84K
+ 61.57%
$585K - $587K
25.8K $1.54M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
9.16K
New
$544K - $547K
9.16K $548K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
9.01K
+ 5.02%
$536K - $538K
188K $11.3M
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
8.66K
New
$514K - $517K
8.66K $518K
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
8.03K
+ 13.89%
$477K - $480K
65.9K $3.94M
Nov 14, 2023 Q3 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
7.48K
+ 20.7%
$444K - $446K
43.6K $2.61M
Nov 14, 2023 Q3 2023
Naviter Wealth, LLC

BUY
 -
7.46K
+ 4.37%
$443K - $445K
178K $10.6M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
6.9K
+ 31.74%
$410K - $412K
28.6K $1.71M
Oct 27, 2023 Q3 2023
Dunhill Financial, LLC

London, X0
BUY
 -
6.85K
+ 12.34%
$407K - $409K
62.3K $3.73M
Nov 14, 2023 Q3 2023
Stone X Group Inc.

BUY
 -
6.81K
+ 2.65%
$404K - $406K
264K $15.8M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
6.73K
+ 1.01%
$400K - $402K
675K $40.3M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
6.1K
+ 3.61%
$362K - $364K
175K $10.5M
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
5.93K
New
$353K - $354K
5.93K $355K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
5.57K
+ 56.88%
$331K - $332K
15.4K $919K
Nov 14, 2023 Q3 2023
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
5.57K
+ 72.59%
$331K - $332K
13.2K $792K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
5.48K
+ 11.38%
$326K - $327K
53.6K $3.21M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
5.4K
+ 185.98%
$321K - $322K
8.3K $496K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
5.35K
+ 12.12%
$318K - $319K
49.5K $2.96M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
5.2K
New
$309K - $310K
5.2K $311K
Nov 13, 2023 Q3 2023
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
4.75K
+ 6.1%
$282K - $284K
82.6K $4.94M
Nov 07, 2023 Q3 2023
Symphony Financial, Ltd. Co.

BUY
 -
4.72K
+ 7.57%
$281K - $282K
67.1K $4.02M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
4.48K
New
$266K - $267K
4.48K $268K
Oct 26, 2023 Q3 2023
Osborne Partners Capital Management, LLC

BUY
 -
4.22K
New
$251K - $252K
4.22K $252K
Oct 19, 2023 Q3 2023
Great Diamond Partners, LLC

BUY
 -
4.17K
New
$248K - $249K
4.17K $249K
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
4.09K
New
$243K - $244K
4.09K $244K
Nov 08, 2023 Q3 2023
Tru Independence LLC

BUY
 -
3.89K
+ 15.19%
$231K - $232K
29.5K $1.76M
Oct 13, 2023 Q3 2023
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
3.88K
+ 1.77%
$231K - $232K
224K $13.4M
Oct 27, 2023 Q3 2023
Veriti Management LLC

BUY
 -
3.78K
New
$224K - $225K
3.78K $226K
Oct 02, 2023 Q3 2023
Park National Corp

BUY
 -
3.73K
+ 1.02%
$222K - $223K
370K $22.1M
Oct 26, 2023 Q3 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
3.59K
New
$213K - $214K
3.59K $215K
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.44K
New
$204K - $205K
3.44K $206K

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