Purchases and Sales Made in Q3 2024 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 2024. 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 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
989K+ 204.86% |
$59M - $59.5M
|
1.47M
$88.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
364KNew |
$21.7M - $21.9M
|
364K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 1.81% |
$13M - $13.1M
|
12.3M
$738M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
206K+ 1602.24% |
$12.3M - $12.4M
|
219K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
189K+ 14.68% |
$11.3M - $11.4M
|
1.48M
$88.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
183K+ 56.69% |
$10.9M - $11M
|
505K
$30.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
124K+ 9.81% |
$7.4M - $7.47M
|
1.39M
$83.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
118K+ 7.12% |
$7.02M - $7.09M
|
1.77M
$106M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
98.1KNew |
$5.85M - $5.9M
|
98.1K
$5.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
84.9K+ 11.28% |
$5.06M - $5.11M
|
838K
$50.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
84.7K+ 47.48% |
$5.05M - $5.1M
|
263K
$15.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
83.5KNew |
$4.97M - $5.02M
|
83.5K
$5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77.3K+ 11.02% |
$4.61M - $4.65M
|
779K
$46.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
76.7KNew |
$4.57M - $4.61M
|
76.7K
$4.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75.2K+ 80.43% |
$4.48M - $4.52M
|
169K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
72.9KNew |
$4.35M - $4.39M
|
72.9K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
71.6K+ 5000.84% |
$4.27M - $4.3M
|
73K
$4.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
71K+ 352.85% |
$4.23M - $4.27M
|
91.2K
$5.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
54.8KNew |
$3.26M - $3.29M
|
54.8K
$3.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
53.2K+ 23.28% |
$3.17M - $3.2M
|
282K
$16.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
47.2K+ 5.65% |
$2.81M - $2.84M
|
882K
$52.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.6K+ 209.96% |
$2.54M - $2.56M
|
62.9K
$3.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
41.5K+ 319.92% |
$2.47M - $2.5M
|
54.5K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
38.7KNew |
$2.31M - $2.33M
|
38.7K
$2.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
37.8K+ 247.63% |
$2.25M - $2.27M
|
53K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.3K+ 178.63% |
$2.1M - $2.12M
|
55.1K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
30.4K+ 18.05% |
$1.81M - $1.83M
|
199K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.3KNew |
$1.81M - $1.82M
|
30.3K
$1.82M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
28.9K+ 1166.92% |
$1.72M - $1.74M
|
31.4K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
27.9KNew |
$1.67M - $1.68M
|
27.9K
$1.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
27.7KNew |
$1.65M - $1.66M
|
27.7K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.3K+ 8.78% |
$1.63M - $1.64M
|
338K
$20.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26.5K+ 73.65% |
$1.58M - $1.59M
|
62.5K
$3.75M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
26.1KNew |
$1.56M - $1.57M
|
26.1K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.4KNew |
$1.45M - $1.47M
|
24.4K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
23.3KNew |
$1.39M - $1.4M
|
23.3K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
23K+ 145.81% |
$1.37M - $1.39M
|
38.8K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
22.9K+ 2.07% |
$1.36M - $1.38M
|
1.13M
$67.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.9KNew |
$1.36M - $1.38M
|
22.9K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
22.7K+ 12.31% |
$1.35M - $1.37M
|
207K
$12.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
20.8KNew |
$1.24M - $1.25M
|
20.8K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20.7K+ 8.79% |
$1.23M - $1.24M
|
256K
$15.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
20.2K+ 18.69% |
$1.2M - $1.21M
|
128K
$7.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
19.9KNew |
$1.18M - $1.19M
|
19.9K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
18.9K+ 18.51% |
$1.13M - $1.14M
|
121K
$7.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.4K+ 56.72% |
$1.1M - $1.11M
|
51K
$3.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
18.1KNew |
$1.08M - $1.09M
|
18.1K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18.1K+ 20.85% |
$1.08M - $1.09M
|
105K
$6.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.6KNew |
$1.05M - $1.06M
|
17.6K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.6KNew |
$871K - $879K
|
14.6K
$875K
|