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 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-577- 10.88% |
$34.4K - $34.7K
|
4.73K
$283K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-577- 6.1% |
$34.4K - $34.7K
|
8.89K
$533K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-648- 3.07% |
$38.6K - $39K
|
20.4K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-685- 6.68% |
$40.8K - $41.2K
|
9.56K
$573K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-699- 2.49% |
$41.7K - $42K
|
27.3K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-708- 22.38% |
$42.2K - $42.6K
|
2.46K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-714- 1.76% |
$42.6K - $42.9K
|
39.9K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-715- 1.12% |
$42.6K - $43K
|
63.3K
$3.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-717- 10.31% |
$42.7K - $43.1K
|
6.24K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-792- 0.42% |
$47.2K - $47.6K
|
186K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-835- 2.16% |
$49.8K - $50.2K
|
37.8K
$2.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-849- 16.25% |
$50.6K - $51.1K
|
4.38K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-891- 1.97% |
$53.1K - $53.6K
|
44.3K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-991- 0.34% |
$59.1K - $59.6K
|
287K
$17.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1K- 11.87% |
$59.8K - $60.3K
|
7.45K
$446K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.01K- 6.66% |
$60.1K - $60.7K
|
14.1K
$847K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.02K- 5.86% |
$61K - $61.6K
|
16.5K
$987K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.03K- 2.72% |
$61.3K - $61.8K
|
36.7K
$2.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.1K- 10.55% |
$65.4K - $66K
|
9.31K
$558K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.11K- 14.7% |
$66.2K - $66.8K
|
6.45K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 2.28% |
$67.2K - $67.8K
|
48.3K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.15K- 5.7% |
$68.6K - $69.2K
|
19K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.2K- 6.98% |
$71.5K - $72.2K
|
16K
$959K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.25K- 19.12% |
$74.6K - $75.3K
|
5.3K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.26K- 1.33% |
$75.2K - $75.8K
|
93.2K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.27K- 3.88% |
$75.6K - $76.3K
|
31.4K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 7.11% |
$77K - $77.7K
|
16.9K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.32K- 12.56% |
$78.4K - $79.1K
|
9.15K
$548K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.32K- 9.75% |
$78.9K - $79.6K
|
12.3K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.33K- 16.83% |
$79.4K - $80.1K
|
6.58K
$394K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.37K- 12.4% |
$81.8K - $82.5K
|
9.69K
$581K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.38K- 1.06% |
$82.1K - $82.8K
|
128K
$7.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.39K- 5.45% |
$82.6K - $83.3K
|
24K
$1.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-1.41K- 7.39% |
$84.1K - $84.9K
|
17.7K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-1.43K- 90.78% |
$85.1K - $85.8K
|
145
$8.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.45K- 26.45% |
$86.4K - $87.2K
|
4.03K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 22.7% |
$87K - $87.8K
|
4.97K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.48K- 0.93% |
$88.3K - $89.1K
|
158K
$9.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.51K- 0.29% |
$89.8K - $90.6K
|
513K
$30.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.54K- 28.04% |
$91.7K - $92.6K
|
3.95K
$237K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.61K- 80.46% |
$96K - $96.8K
|
391
$23.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.63K- 9.7% |
$97.3K - $98.2K
|
15.2K
$911K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.66K- 3.45% |
$99K - $99.8K
|
46.5K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.78K- 44.73% |
$106K - $107K
|
2.2K
$132K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.79K- 30.05% |
$107K - $108K
|
4.17K
$250K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 19.58% |
$109K - $110K
|
7.52K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 4.18% |
$120K - $121K
|
46.3K
$2.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-2.03K- 8.25% |
$121K - $122K
|
22.6K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.04K- 7.65% |
$122K - $123K
|
24.6K
$1.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.09K- 8.05% |
$124K - $126K
|
23.9K
$1.43M
|